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HB Wealth Management’s AvalonBay Communities AVB Stock Holding History

HB 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 		$469K Buy
2,872
+728
+34% +$127K ﹤0.01% 1006
2025
Q4 		$389K Buy
2,144
+326
+18% +$59.2K ﹤0.01% 1009
2025
Q3 		$351K Buy
1,818
+166
+10% +$32.3K ﹤0.01% 997
2025
Q2 		$336K Sell
1,652
-154
-9% -$31.5K ﹤0.01% 897
2025
Q1 		$388K Buy
1,806
+380
+27% +$82.5K ﹤0.01% 857
2024
Q4 		$314K Buy
1,426
+220
+18% +$49.7K ﹤0.01% 800
2024
Q3 		$272K Buy
1,206
+71
+6% +$15.3K ﹤0.01% 789
2024
Q2 		$235K Buy
+1,135
New +$219K ﹤0.01% 797

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

HB Wealth Management's AVB Position: Q1 2026 in Review

HB Wealth Management increased its AvalonBay Communities (AVB) stake by 34% in Q1 2026, buying an estimated $127K and bringing the position to 2,872 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

HB Wealth Management first reported a position in AVB in Q2 2024 and has held it in 8 quarters since. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • HB Wealth Management held 2,872 shares of AvalonBay Communities worth $469K as of Q1 2026.
  • HB Wealth Management bought 728 AvalonBay Communities shares in Q1 2026, an estimated $127K.
  • AvalonBay Communities made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1006 holding.
  • HB Wealth Management first reported a position in AvalonBay Communities in Q2 2024 and has held it in 8 quarters since.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.