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Merit Financial Group’s AvalonBay Communities AVB Stock Holding History

Merit Financial Group’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 		$684K Buy
3,623
+527
+17% +$95.3K ﹤0.01% 1308
2026
Q1 		$506K Buy
3,096
+490
+19% +$85.6K ﹤0.01% 1369
2025
Q4 		$473K Sell
2,606
-212
-8% -$38.5K ﹤0.01% 1341
2025
Q3 		$544K Sell
2,818
-71
-2% -$13.8K 0.01% 1137
2025
Q2 		$588K Buy
2,889
+756
+35% +$155K 0.01% 1026
2025
Q1 		$458K Sell
2,133
-30
-1% -$6.51K 0.01% 977
2024
Q4 		$476K Buy
+2,163
New +$488K 0.01% 744
2024
Q3 		– Sell
-1,719
Closed -$356K – 839
2024
Q2 		$356K Buy
1,719
+28
+2% +$5.41K 0.01% 666
2024
Q1 		$326K Buy
+1,691
New +$304K 0.01% 679

Other funds holding AVB

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Merit Financial Group's AVB Position: Q2 2026 in Review

Merit Financial Group increased its AvalonBay Communities (AVB) stake by 17% in Q2 2026, buying an estimated $95.3K and bringing the position to 3,623 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Merit Financial Group first reported a position in AVB in Q1 2024 and has held it in 9 quarters since. 125 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Merit Financial Group held 3,623 shares of AvalonBay Communities worth $684K as of Q2 2026.
  • Merit Financial Group bought 527 AvalonBay Communities shares in Q2 2026, an estimated $95.3K.
  • AvalonBay Communities made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1308 holding.
  • Merit Financial Group first reported a position in AvalonBay Communities in Q1 2024 and has held it in 9 quarters since.
  • 125 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.