Focus Partners Wealth’s AvalonBay Communities AVB Stock Holding History

Focus Partners 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	$358K	Sell	2,188 -1,312	-37%	-$229K	﹤0.01%	2093
2025 Q4	$637K	Sell	3,500 -1,256	-26%	-$228K	﹤0.01%	1842
2025 Q3	$769K	Buy	4,756 +206	+5%	+$40.1K	﹤0.01%	1410
2025 Q2	$926K	Buy	4,550 +1,230	+37%	+$252K	﹤0.01%	1175
2025 Q1	$713K	Sell	3,320 -1,143	-26%	-$248K	﹤0.01%	1191
2024 Q4	$982K	Buy	4,463 +2,188	+96%	+$494K	﹤0.01%	1063
2024 Q3	$513K	Buy	2,275 +548	+32%	+$118K	﹤0.01%	1143
2024 Q2	$357K	Sell	1,727 -68	-4%	-$13.1K	﹤0.01%	1023
2024 Q1	$333K	Sell	1,795 -309	-15%	-$55.6K	﹤0.01%	807
2023 Q4	$394K	Buy	+2,104	New	+$367K	0.01%	619

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Focus Partners Wealth's AVB Position: Q1 2026 in Review

Focus Partners Wealth reduced its AvalonBay Communities (AVB) stake by 37% in Q1 2026, selling an estimated $229K and leaving 2,188 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Focus Partners Wealth first reported a position in AVB in Q4 2023 and has held it in 10 quarters since. The position peaked at $982K in Q4 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Focus Partners Wealth held 2,188 shares of AvalonBay Communities worth $358K as of Q1 2026.
Focus Partners Wealth sold 1,312 AvalonBay Communities shares in Q1 2026, an estimated $229K.
AvalonBay Communities made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2093 holding.
Focus Partners Wealth first reported a position in AvalonBay Communities in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's AvalonBay Communities position peaked at $982K in Q4 2024.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.