FGAM
AVB

Financial Gravity Asset Management’s AvalonBay Communities AVB Stock Holding History

Financial Gravity Asset Management’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
2025
Q3 		– Hold
0
– – – 938
2024
Q2 		– Sell
-2
Closed -$298 – 1435
2024
Q1 		$298 Buy
2
+1
+100% +$180 ﹤0.01% 906
2023
Q4 		$303 Buy
+1
New +$174 ﹤0.01% 982

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Gravity Asset Management's AVB Position: Q3 2025 in Review

Financial Gravity Asset Management held its AvalonBay Communities (AVB) position steady in Q3 2025 at 0 shares worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Financial Gravity Asset Management first reported a position in AVB in Q4 2023 and has held it in 2 quarters since. The position peaked at $303 in Q4 2023. 741 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

  • Financial Gravity Asset Management held 0 shares of AvalonBay Communities worth $15 as of Q3 2025.
  • Financial Gravity Asset Management left its AvalonBay Communities share count unchanged in Q3 2025.
  • AvalonBay Communities made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2025, its #938 holding.
  • Financial Gravity Asset Management first reported a position in AvalonBay Communities in Q4 2023 and has held it in 2 quarters since.
  • Financial Gravity Asset Management's AvalonBay Communities position peaked at $303 in Q4 2023.
  • 741 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Financial Gravity Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.