Iron Horse Wealth Management’s AvalonBay Communities AVB Stock Holding History

Iron Horse 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
2025 Q2	$22K	Buy	108 +103	+2,060%	+$21.1K	0.01%	204
2025 Q1	$1.07K	Buy	+5	New	+$1.08K	﹤0.01%	506
2022 Q3	–	Sell	-1	Closed	–	–	145
2022 Q2	$0	Buy	+1	New	+$217	﹤0.01%	249

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Iron Horse Wealth Management's AVB Position: Q2 2025 in Review

Iron Horse Wealth Management increased its AvalonBay Communities (AVB) stake by 2,060% in Q2 2025, buying an estimated $21.1K and bringing the position to 108 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #204.

Iron Horse Wealth Management first reported a position in AVB in Q2 2022 and has held it in 3 quarters since. 764 funds tracked by Wall St. Rank hold AVB as of Q2 2025.

Iron Horse Wealth Management held 108 shares of AvalonBay Communities worth $22K as of Q2 2025.
Iron Horse Wealth Management bought 103 AvalonBay Communities shares in Q2 2025, an estimated $21.1K.
AvalonBay Communities made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #204 holding.
Iron Horse Wealth Management first reported a position in AvalonBay Communities in Q2 2022 and has held it in 3 quarters since.
764 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.