JPL Wealth Management’s AvalonBay Communities AVB Stock Holding History

JPL 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	$5.66K	Buy	30 +10	+50%	+$1.81K	﹤0.01%	736
2026 Q1	$3.27K	Buy	+20	New	+$3.5K	﹤0.01%	808
2025 Q4	–	Sell	-23	Closed	-$4.44K	–	192
2025 Q3	$4.44K	Buy	+23	New	+$4.48K	﹤0.01%	691

Other funds holding AVB

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

JPL Wealth Management's AVB Position: Q2 2026 in Review

JPL Wealth Management increased its AvalonBay Communities (AVB) stake by 50% in Q2 2026, buying an estimated $1.81K and bringing the position to 30 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

JPL Wealth Management first reported a position in AVB in Q3 2025 and has held it in 3 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

JPL Wealth Management held 30 shares of AvalonBay Communities worth $5.66K as of Q2 2026.
JPL Wealth Management bought 10 AvalonBay Communities shares in Q2 2026, an estimated $1.81K.
AvalonBay Communities made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #736 holding.
JPL Wealth Management first reported a position in AvalonBay Communities in Q3 2025 and has held it in 3 quarters since.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.