Legacy Capital Wealth Partners’s AvalonBay Communities AVB Stock Holding History

Legacy Capital Wealth Partners’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	-1,626	Closed	-$295K	–	388
2025 Q4	$295K	Sell	1,626 -243	-13%	-$44.1K	0.06%	304
2025 Q3	$361K	Buy	1,869 +157	+9%	+$30.6K	0.08%	275
2025 Q2	$348K	Buy	1,712 +292	+21%	+$59.7K	0.08%	281
2025 Q1	$305K	Sell	1,420 -44	-3%	-$9.55K	0.08%	276
2024 Q4	$322K	Sell	1,464 -70	-5%	-$15.8K	0.08%	261
2024 Q3	$345K	Sell	1,534 -7	-0.5%	-$1.51K	0.07%	256
2024 Q2	$319K	Buy	+1,541	New	+$298K	0.08%	234
2024 Q1	–	Sell	-1,594	Closed	-$298K	–	132
2023 Q4	$298K	Buy	1,594 +32	+2%	+$5.58K	0.08%	213
2023 Q3	$268K	Buy	+1,562	New	+$289K	0.07%	223
2023 Q2	–	Sell	-1,402	Closed	-$236K	–	57
2023 Q1	$236K	Buy	+1,402	New	+$239K	0.06%	224

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Capital Wealth Partners's AVB Position: Q1 2026 in Review

Legacy Capital Wealth Partners sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 1,626 shares — an estimated $295K sold.

Legacy Capital Wealth Partners first reported a position in AVB in Q1 2023 and held it in 10 quarters. The position peaked at $361K in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Legacy Capital Wealth Partners reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 1,626 AvalonBay Communities shares in Q1 2026, an estimated $295K.
Legacy Capital Wealth Partners first reported a position in AvalonBay Communities in Q1 2023 and held it in 10 quarters.
Legacy Capital Wealth Partners's AvalonBay Communities position peaked at $361K in Q3 2025.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.