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Kestra Private Wealth Services’s AvalonBay Communities AVB Stock Holding History

Kestra Private Wealth Services’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 		$279K Buy
1,709
+545
+47% +$95.2K ﹤0.01% 1489
2025
Q4 		$211K Sell
1,164
-759
-39% -$138K ﹤0.01% 1574
2025
Q3 		$371K Buy
1,923
+486
+34% +$94.6K ﹤0.01% 1246
2025
Q2 		$292K Sell
1,437
-253
-15% -$51.7K ﹤0.01% 1295
2025
Q1 		$363K Buy
1,690
+28
+2% +$6.08K 0.01% 1104
2024
Q4 		$366K Buy
1,662
+92
+6% +$20.8K 0.01% 1059
2024
Q3 		$356K Buy
1,570
+392
+33% +$84.7K 0.01% 1025
2024
Q2 		$246K Buy
1,178
+56
+5% +$10.8K ﹤0.01% 1128
2024
Q1 		$210K Buy
+1,122
New +$202K ﹤0.01% 1168

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

Kestra Private Wealth Services's AVB Position: Q1 2026 in Review

Kestra Private Wealth Services increased its AvalonBay Communities (AVB) stake by 47% in Q1 2026, buying an estimated $95.2K and bringing the position to 1,709 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Kestra Private Wealth Services first reported a position in AVB in Q1 2024 and has held it in 9 quarters since. The position peaked at $371K in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Kestra Private Wealth Services held 1,709 shares of AvalonBay Communities worth $279K as of Q1 2026.
  • Kestra Private Wealth Services bought 545 AvalonBay Communities shares in Q1 2026, an estimated $95.2K.
  • AvalonBay Communities made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1489 holding.
  • Kestra Private Wealth Services first reported a position in AvalonBay Communities in Q1 2024 and has held it in 9 quarters since.
  • Kestra Private Wealth Services's AvalonBay Communities position peaked at $371K in Q3 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.