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EPG Wealth Management’s AvalonBay Communities AVB Stock Holding History

EPG Wealth Management’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 		$409K Buy
2,502
+86
+4% +$15K 0.11% 152
2025
Q4 		$438K Sell
2,416
-12
-0.5% -$2.18K 0.12% 148
2025
Q3 		$469K Buy
2,428
+201
+9% +$39.1K 0.13% 146
2025
Q2 		$453K Buy
2,227
+72
+3% +$14.7K 0.14% 144
2025
Q1 		$463K Buy
2,155
+67
+3% +$14.5K 0.13% 170
2024
Q4 		$459K Sell
2,088
-98
-4% -$22.1K 0.12% 168
2024
Q3 		$492K Buy
+2,186
New +$472K 0.12% 169
2024
Q2 		– Sell
-2,356
Closed -$455K – 170
2024
Q1 		$437K Buy
2,356
+237
+11% +$42.6K 0.11% 182
2023
Q4 		$365K Buy
2,119
+119
+6% +$20.8K 0.1% 188
2023
Q3 		$343K Buy
2,000
+205
+11% +$37.9K 0.1% 179
2023
Q2 		$340K Buy
1,795
+197
+12% +$35.2K 0.1% 177
2023
Q1 		$269K Buy
+1,598
New +$273K 0.08% 195
2020
Q2 		– Sell
-40
Closed -$6K – 182
2020
Q1 		$6K Buy
+40
New +$8.06K ﹤0.01% 549

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

EPG Wealth Management's AVB Position: Q1 2026 in Review

EPG Wealth Management increased its AvalonBay Communities (AVB) stake by 3.6% in Q1 2026, buying an estimated $15K and bringing the position to 2,502 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #152.

EPG Wealth Management first reported a position in AVB in Q1 2020 and has held it in 13 quarters since. The position peaked at $492K in Q3 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • EPG Wealth Management held 2,502 shares of AvalonBay Communities worth $409K as of Q1 2026.
  • EPG Wealth Management bought 86 AvalonBay Communities shares in Q1 2026, an estimated $15K.
  • AvalonBay Communities made up 0.11% of EPG Wealth Management's portfolio in Q1 2026, its #152 holding.
  • EPG Wealth Management first reported a position in AvalonBay Communities in Q1 2020 and has held it in 13 quarters since.
  • EPG Wealth Management's AvalonBay Communities position peaked at $492K in Q3 2024.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.