EWA
AVB icon

EP Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

EP Wealth Advisors’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
Q1 		$723K Buy
+4,428
New +$774K ﹤0.01% 750

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EP Wealth Advisors's AVB Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in AvalonBay Communities (AVB) in Q1 2026: 4,428 shares worth $723K. The stake represents ﹤0.01% of the portfolio and ranks #750 among its holdings.

743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • EP Wealth Advisors held 4,428 shares of AvalonBay Communities worth $723K as of Q1 2026.
  • AvalonBay Communities was a new EP Wealth Advisors position in Q1 2026.
  • AvalonBay Communities made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #750 holding.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.