IWA
AVB

Icon Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Icon 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
2026
Q2 		$1.48M Sell
7,868
-34
-0.4% -$6.14K 0.09% 147
2026
Q1 		$1.46M Sell
7,902
-101
-1% -$17.6K 0.09% 132
2025
Q4 		$1.45M Sell
8,003
-1,586
-17% -$288K 0.1% 137
2025
Q3 		$1.85M Buy
9,589
+5,568
+138% +$1.08M 0.13% 120
2025
Q2 		$818K Buy
+4,021
New +$822K 0.06% 193

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

Icon Wealth Advisors's AVB Position: Q2 2026 in Review

Icon Wealth Advisors reduced its AvalonBay Communities (AVB) stake by 0.43% in Q2 2026, selling an estimated $6.14K and leaving 7,868 shares worth $1.48M. The position accounts for 0.09% of the portfolio, ranked #147.

Icon Wealth Advisors first reported a position in AVB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.85M in Q3 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Icon Wealth Advisors held 7,868 shares of AvalonBay Communities worth $1.48M as of Q2 2026.
  • Icon Wealth Advisors sold 34 AvalonBay Communities shares in Q2 2026, an estimated $6.14K.
  • AvalonBay Communities made up 0.09% of Icon Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • Icon Wealth Advisors first reported a position in AvalonBay Communities in Q2 2025 and has held it in 5 quarters since.
  • Icon Wealth Advisors's AvalonBay Communities position peaked at $1.85M in Q3 2025.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.