HWA
AVB

Heritage Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Heritage Wealth Advisors’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
Q4 		– Sell
-228
Closed -$44K – 594
2025
Q3 		$44K Hold
228
– – ﹤0.01% 309
2025
Q2 		$46.4K Sell
228
-10
-4% -$2.04K ﹤0.01% 304
2025
Q1 		$51.1K Sell
238
-543
-70% -$118K ﹤0.01% 301
2024
Q4 		$172K Sell
781
-223
-22% -$50.3K 0.01% 215
2024
Q3 		$226K Hold
1,004
– – 0.01% 198
2024
Q2 		$208K Hold
1,004
– – 0.01% 196
2024
Q1 		$186K Sell
1,004
-394
-28% -$70.9K 0.01% 219
2023
Q4 		$262K Sell
1,398
-478
-25% -$83.4K 0.01% 190
2023
Q3 		$322K Sell
1,876
-682
-27% -$126K 0.02% 161
2023
Q2 		$484K Buy
2,558
+1
+0% +$179 0.03% 136
2023
Q1 		$430K Buy
2,557
+54
+2% +$9.21K 0.02% 139
2022
Q4 		$404K Sell
2,503
-285
-10% -$48.5K 0.02% 149
2022
Q3 		$514K Sell
2,788
-38
-1% -$7.67K 0.04% 119
2022
Q2 		$549K Sell
2,826
-48
-2% -$10.4K 0.04% 121
2022
Q1 		$714K Sell
2,874
-248
-8% -$60.6K 0.04% 105
2021
Q4 		$789K Buy
3,122
+250
+9% +$59.6K 0.04% 111
2021
Q3 		$637K Buy
2,872
+51
+2% +$11.5K 0.04% 123
2021
Q2 		$589K Buy
2,821
+129
+5% +$25.8K 0.04% 127
2021
Q1 		$497K Buy
2,692
+209
+8% +$36.5K 0.03% 138
2020
Q4 		$398K Buy
2,483
+493
+25% +$78.4K 0.02% 146
2020
Q3 		$297K Buy
+1,990
New +$305K 0.04% 125

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Advisors's AVB Position: Q4 2025 in Review

Heritage Wealth Advisors sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 228 shares — an estimated $44K sold.

Heritage Wealth Advisors first reported a position in AVB in Q3 2020 and held it in 21 quarters. The position peaked at $789K in Q4 2021. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

  • Heritage Wealth Advisors reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 228 AvalonBay Communities shares in Q4 2025, an estimated $44K.
  • Heritage Wealth Advisors first reported a position in AvalonBay Communities in Q3 2020 and held it in 21 quarters.
  • Heritage Wealth Advisors's AvalonBay Communities position peaked at $789K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on Heritage Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.