Envestnet Portfolio Solutions
AVB

Envestnet Portfolio Solutions’s AvalonBay Communities AVB Stock Holding History

Envestnet Portfolio Solutions’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 		$223K Sell
1,184
-57
-5% -$10.3K ﹤0.01% 1324
2026
Q1 		$203K Sell
1,241
-2,061
-62% -$360K ﹤0.01% 1276
2025
Q4 		$599K Sell
3,302
-549
-14% -$99.6K ﹤0.01% 979
2025
Q3 		$744K Sell
3,851
-709
-16% -$138K ﹤0.01% 855
2025
Q2 		$928K Sell
4,560
-384
-8% -$78.5K ﹤0.01% 820
2025
Q1 		$1.06M Sell
4,944
-1,153
-19% -$250K ﹤0.01% 774
2024
Q4 		$1.34M Sell
6,097
-748
-11% -$169K ﹤0.01% 808
2024
Q3 		$1.54M Buy
6,845
+1,597
+30% +$345K 0.01% 754
2024
Q2 		$1.09M Buy
5,248
+117
+2% +$22.6K ﹤0.01% 834
2024
Q1 		$952K Sell
5,131
-752
-13% -$135K ﹤0.01% 849
2023
Q4 		$1.1M Buy
5,883
+1,386
+31% +$242K ﹤0.01% 770
2023
Q3 		$772K Buy
+4,497
New +$831K ﹤0.01% 816

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

Envestnet Portfolio Solutions's AVB Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its AvalonBay Communities (AVB) stake by 4.6% in Q2 2026, selling an estimated $10.3K and leaving 1,184 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Envestnet Portfolio Solutions first reported a position in AVB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.54M in Q3 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,184 shares of AvalonBay Communities worth $223K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 57 AvalonBay Communities shares in Q2 2026, an estimated $10.3K.
  • AvalonBay Communities made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1324 holding.
  • Envestnet Portfolio Solutions first reported a position in AvalonBay Communities in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's AvalonBay Communities position peaked at $1.54M in Q3 2024.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.