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GeoWealth Management’s AvalonBay Communities AVB Stock Holding History

GeoWealth 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
2026
Q1 		$1.18M Sell
7,207
-1,538
-18% -$269K 0.04% 246
2025
Q4 		$1.59M Sell
8,745
-325
-4% -$59K 0.06% 191
2025
Q3 		$1.75M Sell
9,070
-24
-0.3% -$4.67K 0.06% 188
2025
Q2 		$1.85M Sell
9,094
-927
-9% -$190K 0.07% 161
2025
Q1 		$2.15M Sell
10,021
-1,183
-11% -$257K 0.09% 136
2024
Q4 		$2.46M Buy
11,204
+2,361
+27% +$533K 0.08% 161
2024
Q3 		$1.99M Sell
8,843
-60
-0.7% -$13K 0.07% 189
2024
Q2 		$1.84M Sell
8,903
-1,248
-12% -$241K 0.08% 172
2024
Q1 		$1.88M Buy
+10,151
New +$1.83M 0.07% 183

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

GeoWealth Management's AVB Position: Q1 2026 in Review

GeoWealth Management reduced its AvalonBay Communities (AVB) stake by 18% in Q1 2026, selling an estimated $269K and leaving 7,207 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #246.

GeoWealth Management first reported a position in AVB in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.46M in Q4 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • GeoWealth Management held 7,207 shares of AvalonBay Communities worth $1.18M as of Q1 2026.
  • GeoWealth Management sold 1,538 AvalonBay Communities shares in Q1 2026, an estimated $269K.
  • AvalonBay Communities made up 0.04% of GeoWealth Management's portfolio in Q1 2026, its #246 holding.
  • GeoWealth Management first reported a position in AvalonBay Communities in Q1 2024 and has held it in 9 quarters since.
  • GeoWealth Management's AvalonBay Communities position peaked at $2.46M in Q4 2024.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.