IWC
AVB

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
Q2 		$277K Sell
1,468
-64
-4% -$11.6K ﹤0.01% 2023
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 $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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's AVB Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its AvalonBay Communities (AVB) stake by 4.2% in Q2 2026, selling an estimated $11.6K and leaving 1,468 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Integrated Wealth Concepts first reported a position in AVB in Q2 2025 and has held it in 4 quarters since. 756 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Integrated Wealth Concepts held 1,468 shares of AvalonBay Communities worth $277K as of Q2 2026.
  • Integrated Wealth Concepts sold 64 AvalonBay Communities shares in Q2 2026, an estimated $11.6K.
  • AvalonBay Communities made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2023 holding.
  • Integrated Wealth Concepts first reported a position in AvalonBay Communities in Q2 2025 and has held it in 4 quarters since.
  • 756 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.