Legacy Wealth Asset Management’s AvalonBay Communities AVB Stock Holding History

Legacy Wealth Asset 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	$235K	Buy	+1,243	New	+$225K	0.05%	346
2025 Q3	–	Sell	-988	Closed	-$201K	–	362
2025 Q2	$201K	Buy	988 +9	+0.9%	+$1.84K	0.05%	343
2025 Q1	$210K	Sell	979 -7	-0.7%	-$1.52K	0.06%	330
2024 Q4	$217K	Buy	986 +4	+0.4%	+$903	0.06%	338
2024 Q3	$221K	Buy	+982	New	+$212K	0.06%	331

Other funds holding AVB

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return