EF
AVB

Empowered Funds’s AvalonBay Communities AVB Stock Holding History

Empowered Funds’s Portfolio AVB Stock Details AVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$696K Sell
3,691
-1,448
-28% -$262K ﹤0.01% 1565
2026
Q1 		$839K Buy
+5,139
New +$898K 0.01% 1471
2025
Q4 		– Sell
-4,917
Closed -$950K – 1065
2025
Q3 		$950K Buy
4,917
+1,661
+51% +$323K 0.01% 1198
2025
Q2 		$663K Buy
3,256
+533
+20% +$109K 0.01% 1222
2025
Q1 		$584K Buy
2,723
+148
+6% +$32.1K 0.01% 1159
2024
Q4 		$566K Buy
2,575
+238
+10% +$53.7K 0.01% 1135
2024
Q3 		$526K Buy
2,337
+218
+10% +$47.1K 0.01% 1078
2024
Q2 		$438K Buy
2,119
+288
+16% +$55.7K 0.01% 1091
2024
Q1 		$340K Buy
1,831
+357
+24% +$64.2K 0.01% 1178
2023
Q4 		$276K Buy
1,474
+264
+22% +$46.1K 0.01% 1131
2023
Q3 		$208K Buy
+1,210
New +$224K 0.01% 1141

Other funds holding AVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Empowered Funds's AVB Position: Q2 2026 in Review

Empowered Funds reduced its AvalonBay Communities (AVB) stake by 28% in Q2 2026, selling an estimated $262K and leaving 3,691 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Empowered Funds first reported a position in AVB in Q3 2023 and has held it in 11 quarters since. The position peaked at $950K in Q3 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Empowered Funds held 3,691 shares of AvalonBay Communities worth $696K as of Q2 2026.
  • Empowered Funds sold 1,448 AvalonBay Communities shares in Q2 2026, an estimated $262K.
  • AvalonBay Communities made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1565 holding.
  • Empowered Funds first reported a position in AvalonBay Communities in Q3 2023 and has held it in 11 quarters since.
  • Empowered Funds's AvalonBay Communities position peaked at $950K in Q3 2025.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.