HWM
AVB

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
Q2 		$727K Buy
3,853
+981
+34% +$177K ﹤0.01% 916
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 $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

HB Wealth Management's AVB Position: Q2 2026 in Review

HB Wealth Management increased its AvalonBay Communities (AVB) stake by 34% in Q2 2026, buying an estimated $177K and bringing the position to 3,853 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

HB Wealth Management first reported a position in AVB in Q2 2024 and has held it in 9 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • HB Wealth Management held 3,853 shares of AvalonBay Communities worth $727K as of Q2 2026.
  • HB Wealth Management bought 981 AvalonBay Communities shares in Q2 2026, an estimated $177K.
  • AvalonBay Communities made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #916 holding.
  • HB Wealth Management first reported a position in AvalonBay Communities in Q2 2024 and has held it in 9 quarters since.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.