KPPF
AVB

Klein Pavlis & Peasley Financial’s AvalonBay Communities AVB Stock Holding History

Klein Pavlis & Peasley Financial’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 		$2.31M Buy
12,238
+1,538
+14% +$278K 1.2% 28
2026
Q1 		$1.75M Buy
10,700
+2,196
+26% +$384K 0.97% 35
2025
Q4 		$1.54M Sell
8,504
-2,620
-24% -$475K 0.91% 34
2025
Q3 		$2.15M Buy
11,124
+4,196
+61% +$817K 1.32% 26
2025
Q2 		$1.41M Buy
6,928
+341
+5% +$69.7K 0.94% 38
2025
Q1 		$1.41M Buy
6,587
+582
+10% +$126K 1.02% 32
2024
Q4 		$1.32M Buy
+6,005
New +$1.36M 1.07% 31

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

Klein Pavlis & Peasley Financial's AVB Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its AvalonBay Communities (AVB) stake by 14% in Q2 2026, buying an estimated $278K and bringing the position to 12,238 shares worth $2.31M. The position accounts for 1.2% of the portfolio, ranked #28.

Klein Pavlis & Peasley Financial first reported a position in AVB in Q4 2024 and has held it in 7 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Klein Pavlis & Peasley Financial held 12,238 shares of AvalonBay Communities worth $2.31M as of Q2 2026.
  • Klein Pavlis & Peasley Financial bought 1,538 AvalonBay Communities shares in Q2 2026, an estimated $278K.
  • AvalonBay Communities made up 1.2% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #28 holding.
  • Klein Pavlis & Peasley Financial first reported a position in AvalonBay Communities in Q4 2024 and has held it in 7 quarters since.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.