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EFG
Everhart Financial Group’s
AvalonBay Communities
AVB
Stock Holding History
Everhart Financial Group’s Portfolio
AVB Stock Details
AVB Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
2025
Q4
$271K
Buy
2025
Q3
$281K
Sell
2025
Q2
$365K
Sell
2025
Q1
$489K
Buy
2024
Q4
$453K
Buy
2024
Q3
$463K
Buy
2024
Q2
$295K
Buy
2022
Q4
–
Sell
2022
Q3
$244K
Buy
2022
Q2
$220K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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