EWA
AVB

EverSource Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

EverSource 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 		$123K Sell
654
-165
-20% -$29.8K ﹤0.01% 1272
2026
Q1 		$134K Buy
819
+168
+26% +$29.4K ﹤0.01% 1266
2025
Q4 		$118K Sell
651
-148
-19% -$26.9K ﹤0.01% 1228
2025
Q3 		$154K Sell
799
-445
-36% -$86.7K 0.01% 1045
2025
Q2 		$253K Buy
1,244
+715
+135% +$146K 0.01% 753
2025
Q1 		$114K Sell
529
-1,227
-70% -$266K 0.01% 861
2024
Q4 		$386K Buy
1,756
+1,001
+133% +$226K 0.02% 437
2024
Q3 		$170K Buy
755
+179
+31% +$38.7K 0.01% 618
2024
Q2 		$118K Buy
576
+453
+368% +$87.6K 0.01% 729
2024
Q1 		$23.3K Buy
123
+25
+26% +$4.5K ﹤0.01% 1285
2023
Q4 		$18.3K Hold
98
– – ﹤0.01% 1274
2023
Q3 		$16.8K Sell
98
-22
-18% -$4.07K ﹤0.01% 1194
2023
Q2 		$22.7K Buy
120
+5
+4% +$893 ﹤0.01% 1109
2023
Q1 		$19.3K Buy
115
+63
+121% +$10.7K ﹤0.01% 1094
2022
Q4 		$8.4K Buy
52
+14
+37% +$2.38K ﹤0.01% 1397
2022
Q3 		$7K Buy
38
+9
+31% +$1.82K ﹤0.01% 1223
2022
Q2 		$6K Sell
29
-7
-19% -$1.52K ﹤0.01% 1180
2022
Q1 		$9K Buy
36
+14
+64% +$3.42K ﹤0.01% 996
2021
Q4 		$5K Buy
+22
New +$5.25K ﹤0.01% 1233

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

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

EverSource Wealth Advisors reduced its AvalonBay Communities (AVB) stake by 20% in Q2 2026, selling an estimated $29.8K and leaving 654 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

EverSource Wealth Advisors first reported a position in AVB in Q4 2021 and has held it in 19 quarters since. The position peaked at $386K in Q4 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • EverSource Wealth Advisors held 654 shares of AvalonBay Communities worth $123K as of Q2 2026.
  • EverSource Wealth Advisors sold 165 AvalonBay Communities shares in Q2 2026, an estimated $29.8K.
  • AvalonBay Communities made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1272 holding.
  • EverSource Wealth Advisors first reported a position in AvalonBay Communities in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's AvalonBay Communities position peaked at $386K in Q4 2024.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.