Everhart Financial Group’s AvalonBay Communities AVB Stock Holding History

Everhart Financial Group’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	$238K	Buy	+1,259	New	+$228K	0.02%	424
2026 Q1	–	Sell	-1,497	Closed	-$271K	–	467
2025 Q4	$271K	Buy	1,497 +40	+3%	+$7.26K	0.03%	348
2025 Q3	$281K	Sell	1,457 -336	-19%	-$65.4K	0.03%	326
2025 Q2	$365K	Sell	1,793 -484	-21%	-$99K	0.04%	270
2025 Q1	$489K	Buy	2,277 +216	+10%	+$46.9K	0.07%	211
2024 Q4	$453K	Buy	2,061 +5	+0.2%	+$1.13K	0.09%	200
2024 Q3	$463K	Buy	2,056 +632	+44%	+$137K	0.1%	203
2024 Q2	$295K	Buy	+1,424	New	+$275K	0.08%	227
2022 Q4	–	Sell	-1,323	Closed	-$244K	–	188
2022 Q3	$244K	Buy	1,323 +190	+17%	+$38.3K	0.14%	154
2022 Q2	$220K	Buy	+1,133	New	+$245K	0.13%	160

Other funds holding AVB

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Everhart Financial Group's AVB Position: Q2 2026 in Review

Everhart Financial Group opened a new position in AvalonBay Communities (AVB) in Q2 2026: 1,259 shares worth $238K. The stake represents 0.02% of the portfolio and ranks #424 among its holdings. This is a return to the name: Everhart Financial Group previously reported a position in AVB as recently as Q4 2025.

Everhart Financial Group first reported a position in AVB in Q2 2022 and has held it in 10 quarters since. The position peaked at $489K in Q1 2025. 121 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Everhart Financial Group held 1,259 shares of AvalonBay Communities worth $238K as of Q2 2026.
AvalonBay Communities was a new Everhart Financial Group position in Q2 2026.
AvalonBay Communities made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #424 holding.
Everhart Financial Group first reported a position in AvalonBay Communities in Q2 2022 and has held it in 10 quarters since.
Everhart Financial Group's AvalonBay Communities position peaked at $489K in Q1 2025.
121 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.