EWA
AVB

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
Q2 		$774K Sell
4,102
-326
-7% -$58.9K ﹤0.01% 842
2026
Q1 		$723K Buy
+4,428
New +$774K ﹤0.01% 750

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

EP Wealth Advisors's AVB Position: Q2 2026 in Review

EP Wealth Advisors reduced its AvalonBay Communities (AVB) stake by 7.4% in Q2 2026, selling an estimated $58.9K and leaving 4,102 shares worth $774K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

EP Wealth Advisors first reported a position in AVB in Q1 2026 and has held it in 2 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • EP Wealth Advisors held 4,102 shares of AvalonBay Communities worth $774K as of Q2 2026.
  • EP Wealth Advisors sold 326 AvalonBay Communities shares in Q2 2026, an estimated $58.9K.
  • AvalonBay Communities made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #842 holding.
  • EP Wealth Advisors first reported a position in AvalonBay Communities in Q1 2026 and has held it in 2 quarters since.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.