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 Q2	$515K	Buy	+2,729	New	+$493K	0.05%	249
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 $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

Impact Partnership Wealth's AVB Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in AvalonBay Communities (AVB) in Q2 2026: 2,729 shares worth $515K. The stake represents 0.05% of the portfolio and ranks #249 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in AVB as recently as Q4 2025.

Impact Partnership Wealth first reported a position in AVB in Q2 2023 and has held it in 7 quarters since. The position peaked at $613K in Q4 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Impact Partnership Wealth held 2,729 shares of AvalonBay Communities worth $515K as of Q2 2026.
AvalonBay Communities was a new Impact Partnership Wealth position in Q2 2026.
AvalonBay Communities made up 0.05% of Impact Partnership Wealth's portfolio in Q2 2026, its #249 holding.
Impact Partnership Wealth first reported a position in AvalonBay Communities in Q2 2023 and has held it in 7 quarters since.
Impact Partnership Wealth's AvalonBay Communities position peaked at $613K in Q4 2024.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.