Focus Partners Wealth
AVB

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
Q2 		$392K Sell
2,076
-112
-5% -$20.2K ﹤0.01% 2108
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
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

Focus Partners Wealth's AVB Position: Q2 2026 in Review

Focus Partners Wealth reduced its AvalonBay Communities (AVB) stake by 5.1% in Q2 2026, selling an estimated $20.2K and leaving 2,076 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

Focus Partners Wealth first reported a position in AVB in Q4 2023 and has held it in 11 quarters since. The position peaked at $982K in Q4 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Focus Partners Wealth held 2,076 shares of AvalonBay Communities worth $392K as of Q2 2026.
  • Focus Partners Wealth sold 112 AvalonBay Communities shares in Q2 2026, an estimated $20.2K.
  • AvalonBay Communities made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2108 holding.
  • Focus Partners Wealth first reported a position in AvalonBay Communities in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's AvalonBay Communities position peaked at $982K in Q4 2024.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

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