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 Q2	$1.43M	Buy	7,566 +359	+5%	+$64.9K	0.04%	242
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 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

GeoWealth Management's AVB Position: Q2 2026 in Review

GeoWealth Management increased its AvalonBay Communities (AVB) stake by 5% in Q2 2026, buying an estimated $64.9K and bringing the position to 7,566 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #242.

GeoWealth Management first reported a position in AVB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.46M in Q4 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

GeoWealth Management held 7,566 shares of AvalonBay Communities worth $1.43M as of Q2 2026.
GeoWealth Management bought 359 AvalonBay Communities shares in Q2 2026, an estimated $64.9K.
AvalonBay Communities made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #242 holding.
GeoWealth Management first reported a position in AvalonBay Communities in Q1 2024 and has held it in 10 quarters since.
GeoWealth Management's AvalonBay Communities position peaked at $2.46M in Q4 2024.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.