JSW
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Journey Strategic Wealth’s AvalonBay Communities AVB Stock Holding History

Journey Strategic 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
Q1 		– Sell
-1,140
Closed -$207K – 831
2025
Q4 		$207K Buy
+1,140
New +$207K 0.01% 702

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

Journey Strategic Wealth's AVB Position: Q1 2026 in Review

Journey Strategic Wealth sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 1,140 shares — an estimated $207K sold.

Journey Strategic Wealth first reported a position in AVB in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Journey Strategic Wealth reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • Journey Strategic Wealth sold 1,140 AvalonBay Communities shares in Q1 2026, an estimated $207K.
  • Journey Strategic Wealth first reported a position in AvalonBay Communities in Q4 2025 and held it in 1 quarter.
  • Journey Strategic Wealth's AvalonBay Communities position peaked at $207K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.