Institute for Wealth Management’s AvalonBay Communities AVB Stock Holding History

Institute for Wealth Management’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	$1.7K	Buy	+9	New	+$1.63K	﹤0.01%	1612

Other funds holding AVB

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

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

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Institute for Wealth Management's AVB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in AvalonBay Communities (AVB) in Q2 2026: 9 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #1612 among its holdings.

387 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Institute for Wealth Management held 9 shares of AvalonBay Communities worth $1.7K as of Q2 2026.
AvalonBay Communities was a new Institute for Wealth Management position in Q2 2026.
AvalonBay Communities made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1612 holding.
387 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.