High Note Wealth’s AvalonBay Communities AVB Stock Holding History

High Note Wealth’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	$6.6K	Sell	35 -1	-3%	-$181	﹤0.01%	501
2026 Q1	$5.88K	Buy	36 +8	+29%	+$1.4K	﹤0.01%	487
2025 Q4	$5.08K	Buy	28 +16	+133%	+$2.9K	﹤0.01%	497
2025 Q3	$2.32K	Sell	12 -7	-37%	-$1.36K	﹤0.01%	659
2025 Q2	$3.87K	Sell	19 -1	-5%	-$204	﹤0.01%	537
2025 Q1	$4.29K	Buy	20 +1	+5%	+$217	﹤0.01%	480
2024 Q4	$4.18K	Buy	+19	New	+$4.29K	﹤0.01%	528

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

High Note Wealth's AVB Position: Q2 2026 in Review

High Note Wealth reduced its AvalonBay Communities (AVB) stake by 2.8% in Q2 2026, selling an estimated $181 and leaving 35 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

High Note Wealth first reported a position in AVB in Q4 2024 and has held it in 7 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

High Note Wealth held 35 shares of AvalonBay Communities worth $6.6K as of Q2 2026.
High Note Wealth sold 1 AvalonBay Communities share in Q2 2026, an estimated $181.
AvalonBay Communities made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #501 holding.
High Note Wealth first reported a position in AvalonBay Communities in Q4 2024 and has held it in 7 quarters since.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.