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Integrated Wealth Concepts’s AvalonBay Communities AVB Stock Holding History

Integrated Wealth Concepts’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 		$250K Buy
+1,532
New +$268K ﹤0.01% 1969
2025
Q4 		– Sell
-1,057
Closed -$204K – 1642
2025
Q3 		$204K Sell
1,057
-104
-9% -$20.3K ﹤0.01% 1848
2025
Q2 		$236K Buy
+1,161
New +$237K ﹤0.01% 1680

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Integrated Wealth Concepts's AVB Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in AvalonBay Communities (AVB) in Q1 2026: 1,532 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #1969 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in AVB as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in AVB in Q2 2025 and has held it in 3 quarters since. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Integrated Wealth Concepts held 1,532 shares of AvalonBay Communities worth $250K as of Q1 2026.
  • AvalonBay Communities was a new Integrated Wealth Concepts position in Q1 2026.
  • AvalonBay Communities made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1969 holding.
  • Integrated Wealth Concepts first reported a position in AvalonBay Communities in Q2 2025 and has held it in 3 quarters since.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.