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Evolve Private Wealth’s AvalonBay Communities AVB Stock Holding History

Evolve Private Wealth’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 		$237K Buy
+1,448
New +$253K 0.01% 878

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

Evolve Private Wealth's AVB Position: Q1 2026 in Review

Evolve Private Wealth opened a new position in AvalonBay Communities (AVB) in Q1 2026: 1,448 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #878 among its holdings.

743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Evolve Private Wealth held 1,448 shares of AvalonBay Communities worth $237K as of Q1 2026.
  • AvalonBay Communities was a new Evolve Private Wealth position in Q1 2026.
  • AvalonBay Communities made up 0.01% of Evolve Private Wealth's portfolio in Q1 2026, its #878 holding.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.