LWAM
AVB

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

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

Legacy Wealth Asset Management's AVB Position: Q2 2026 in Review

Legacy Wealth Asset Management opened a new position in AvalonBay Communities (AVB) in Q2 2026: 1,243 shares worth $235K. The stake represents 0.05% of the portfolio and ranks #346 among its holdings. This is a return to the name: Legacy Wealth Asset Management previously reported a position in AVB as recently as Q2 2025.

Legacy Wealth Asset Management first reported a position in AVB in Q3 2024 and has held it in 5 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Legacy Wealth Asset Management held 1,243 shares of AvalonBay Communities worth $235K as of Q2 2026.
  • AvalonBay Communities was a new Legacy Wealth Asset Management position in Q2 2026.
  • AvalonBay Communities made up 0.05% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #346 holding.
  • Legacy Wealth Asset Management first reported a position in AvalonBay Communities in Q3 2024 and has held it in 5 quarters since.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.