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 Q2	–	Sell	-1,448	Closed	-$237K	–	1018
2026 Q1	$237K	Buy	+1,448	New	+$253K	0.01%	878

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Evolve Private Wealth's AVB Position: Q2 2026 in Review

Evolve Private Wealth sold out of AvalonBay Communities (AVB) in Q2 2026, closing a stake of 1,448 shares — an estimated $237K sold.

Evolve Private Wealth first reported a position in AVB in Q1 2026 and held it in 1 quarter. The position peaked at $237K in Q1 2026. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Evolve Private Wealth reported no remaining AvalonBay Communities position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 1,448 AvalonBay Communities shares in Q2 2026, an estimated $237K.
Evolve Private Wealth first reported a position in AvalonBay Communities in Q1 2026 and held it in 1 quarter.
Evolve Private Wealth's AvalonBay Communities position peaked at $237K in Q1 2026.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.