Holos Integrated Wealth’s AvalonBay Communities AVB Stock Holding History

Holos Integrated 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	$3.71K	Hold	19	–	–	﹤0.01%	315
2026 Q1	$3.19K	Hold	19	–	–	﹤0.01%	321
2025 Q4	$3.43K	Hold	19	–	–	﹤0.01%	252
2025 Q3	$3.51K	Hold	19	–	–	﹤0.01%	247
2025 Q2	$3.55K	Hold	19	–	–	﹤0.01%	249
2025 Q1	$4.08K	Hold	19	–	–	﹤0.01%	243
2024 Q4	$4.18K	Buy	+19	New	+$4.29K	﹤0.01%	241

Other funds holding AVB

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Holos Integrated Wealth's AVB Position: Q2 2026 in Review

Holos Integrated Wealth held its AvalonBay Communities (AVB) position steady in Q2 2026 at 19 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Holos Integrated Wealth first reported a position in AVB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.18K in Q4 2024. 124 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Holos Integrated Wealth held 19 shares of AvalonBay Communities worth $3.71K as of Q2 2026.
Holos Integrated Wealth left its AvalonBay Communities share count unchanged in Q2 2026.
AvalonBay Communities made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #315 holding.
Holos Integrated Wealth first reported a position in AvalonBay Communities in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's AvalonBay Communities position peaked at $4.18K in Q4 2024.
124 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.