HWM
AVB

Hemington Wealth Management’s AvalonBay Communities AVB Stock Holding History

Hemington 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
2025
Q3 		$5K Hold
29
– – ﹤0.01% 1096
2025
Q2 		$5K Hold
29
– – ﹤0.01% 1069
2025
Q1 		$6K Sell
29
-3
-9% -$651 ﹤0.01% 969
2024
Q4 		$7K Hold
32
– – ﹤0.01% 880
2024
Q3 		$7K Buy
+32
New +$6.91K ﹤0.01% 805

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hemington Wealth Management's AVB Position: Q3 2025 in Review

Hemington Wealth Management held its AvalonBay Communities (AVB) position steady in Q3 2025 at 29 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Hemington Wealth Management first reported a position in AVB in Q3 2024 and has held it in 5 quarters since. The position peaked at $7K in Q4 2024. 741 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

  • Hemington Wealth Management held 29 shares of AvalonBay Communities worth $5K as of Q3 2025.
  • Hemington Wealth Management left its AvalonBay Communities share count unchanged in Q3 2025.
  • AvalonBay Communities made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1096 holding.
  • Hemington Wealth Management first reported a position in AvalonBay Communities in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's AvalonBay Communities position peaked at $7K in Q4 2024.
  • 741 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.