Golden State Wealth Management’s AvalonBay Communities AVB Stock Holding History

Golden State Wealth 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	$12K	Sell	73 -245	-77%	-$42.8K	﹤0.01%	1051
2025 Q4	$57.8K	Sell	318 -23	-7%	-$4.17K	0.01%	655
2025 Q3	$66K	Buy	341 +245	+255%	+$47.7K	0.01%	606
2025 Q2	$19.7K	Buy	96 +77	+405%	+$15.7K	﹤0.01%	887
2025 Q1	$4.2K	Sell	19 -3	-14%	-$651	﹤0.01%	1205
2024 Q4	$4.96K	Buy	+22	New	+$4.97K	﹤0.01%	1123
2020 Q2	–	Sell	-69	Closed	-$10K	–	251
2020 Q1	$10K	Buy	+69	New	+$13.9K	﹤0.01%	617
2019 Q4	–	Sell	-69	Closed	-$15K	–	114
2019 Q3	$15K	Hold	69	–	–	﹤0.01%	662
2019 Q2	$14K	Hold	69	–	–	﹤0.01%	675
2019 Q1	$14K	Buy	+69	New	+$13.2K	﹤0.01%	698

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

Golden State Wealth Management's AVB Position: Q1 2026 in Review

Golden State Wealth Management reduced its AvalonBay Communities (AVB) stake by 77% in Q1 2026, selling an estimated $42.8K and leaving 73 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Golden State Wealth Management first reported a position in AVB in Q1 2019 and has held it in 10 quarters since. The position peaked at $66K in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Golden State Wealth Management held 73 shares of AvalonBay Communities worth $12K as of Q1 2026.
Golden State Wealth Management sold 245 AvalonBay Communities shares in Q1 2026, an estimated $42.8K.
AvalonBay Communities made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1051 holding.
Golden State Wealth Management first reported a position in AvalonBay Communities in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's AvalonBay Communities position peaked at $66K in Q3 2025.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.