Impact Partnership Wealth’s AvalonBay Communities AVB Stock Holding History

Impact Partnership 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 Q1	–	Sell	-1,971	Closed	-$357K	–	370
2025 Q4	$357K	Buy	+1,971	New	+$358K	0.05%	256
2025 Q1	–	Sell	-2,788	Closed	-$613K	–	268
2024 Q4	$613K	Buy	+2,788	New	+$629K	0.12%	100
2024 Q2	–	Sell	-2,594	Closed	-$481K	–	247
2024 Q1	$481K	Sell	2,594 -369	-12%	-$66.4K	0.19%	78
2023 Q4	$555K	Buy	2,963 +2,891	+4,015%	+$504K	0.2%	71
2023 Q3	$12.4K	Sell	72 -3,144	-98%	-$581K	﹤0.01%	559
2023 Q2	$609K	Buy	+3,216	New	+$574K	0.21%	46

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Impact Partnership Wealth's AVB Position: Q1 2026 in Review

Impact Partnership Wealth sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 1,971 shares — an estimated $357K sold.

Impact Partnership Wealth first reported a position in AVB in Q2 2023 and held it in 6 quarters. The position peaked at $613K in Q4 2024. 744 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Impact Partnership Wealth reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
Impact Partnership Wealth sold 1,971 AvalonBay Communities shares in Q1 2026, an estimated $357K.
Impact Partnership Wealth first reported a position in AvalonBay Communities in Q2 2023 and held it in 6 quarters.
Impact Partnership Wealth's AvalonBay Communities position peaked at $613K in Q4 2024.
744 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.