EP
AVB

Essential Partners’s AvalonBay Communities AVB Stock Holding History

Essential Partners’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 		$12.5K Hold
66
– – 0.01% 1119
2026
Q1 		$10.8K Buy
66
+21
+47% +$3.67K ﹤0.01% 1223
2025
Q4 		$8.16K Buy
45
+44
+4,400% +$7.98K ﹤0.01% 1242
2025
Q3 		$196 Sell
1
-2
-67% -$389 ﹤0.01% 2404
2025
Q2 		$611 Buy
+3
New +$613 ﹤0.01% 1648

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

Essential Partners's AVB Position: Q2 2026 in Review

Essential Partners held its AvalonBay Communities (AVB) position steady in Q2 2026 at 66 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #1119.

Essential Partners first reported a position in AVB in Q2 2025 and has held it in 5 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Essential Partners held 66 shares of AvalonBay Communities worth $12.5K as of Q2 2026.
  • Essential Partners left its AvalonBay Communities share count unchanged in Q2 2026.
  • AvalonBay Communities made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1119 holding.
  • Essential Partners first reported a position in AvalonBay Communities in Q2 2025 and has held it in 5 quarters since.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.