KPWS
AVB

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
Q2 		$286K Sell
1,517
-192
-11% -$34.7K ﹤0.01% 1517
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 $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 $3.37T AUM 44.26% 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

Kestra Private Wealth Services's AVB Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its AvalonBay Communities (AVB) stake by 11% in Q2 2026, selling an estimated $34.7K and leaving 1,517 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Kestra Private Wealth Services first reported a position in AVB in Q1 2024 and has held it in 10 quarters since. The position peaked at $371K in Q3 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Kestra Private Wealth Services held 1,517 shares of AvalonBay Communities worth $286K as of Q2 2026.
  • Kestra Private Wealth Services sold 192 AvalonBay Communities shares in Q2 2026, an estimated $34.7K.
  • AvalonBay Communities made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1517 holding.
  • Kestra Private Wealth Services first reported a position in AvalonBay Communities in Q1 2024 and has held it in 10 quarters since.
  • Kestra Private Wealth Services's AvalonBay Communities position peaked at $371K in Q3 2025.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.