Moran Wealth Management’s AvalonBay Communities AVB Stock Holding History

Moran Wealth 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 Q1	$947K	Sell	5,797 -1,832	-24%	-$320K	0.03%	374
2025 Q4	$1.38M	Buy	7,629 +508	+7%	+$92.2K	0.04%	326
2025 Q3	$1.38M	Sell	7,121 -80	-1%	-$15.6K	0.04%	313
2025 Q2	$1.47M	Buy	7,201 +13	+0.2%	+$2.66K	0.05%	299
2025 Q1	$1.54M	Sell	7,188 -65	-0.9%	-$14.1K	0.05%	281
2024 Q4	$1.6M	Sell	7,253 -103,381	-93%	-$23.3M	0.05%	265
2024 Q3	$24.9M	Sell	110,634 -393	-0.4%	-$84.9K	0.77%	32
2024 Q2	$23M	Buy	111,027 +128	+0.1%	+$24.7K	0.76%	31
2024 Q1	$20.6M	Sell	110,899 -3,035	-3%	-$546K	0.67%	39
2023 Q4	$21.3M	Sell	113,934 -6,372	-5%	-$1.11M	0.76%	32
2023 Q3	$20.7M	Sell	120,306 -45,528	-27%	-$8.42M	0.8%	33
2023 Q2	$31.4M	Sell	165,834 -33,618	-17%	-$6M	1.18%	12
2023 Q1	$33.5M	Buy	199,452 +166,552	+506%	+$28.4M	1.27%	10
2022 Q4	$5.31M	Buy	+32,900	New	+$5.6M	0.2%	143

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

Moran Wealth Management's AVB Position: Q1 2026 in Review

Moran Wealth Management reduced its AvalonBay Communities (AVB) stake by 24% in Q1 2026, selling an estimated $320K and leaving 5,797 shares worth $947K. The position accounts for 0.03% of the portfolio, ranked #374.

Moran Wealth Management first reported a position in AVB in Q4 2022 and has held it in 14 quarters since. The position peaked at $33.5M in Q1 2023. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Moran Wealth Management held 5,797 shares of AvalonBay Communities worth $947K as of Q1 2026.
Moran Wealth Management sold 1,832 AvalonBay Communities shares in Q1 2026, an estimated $320K.
AvalonBay Communities made up 0.03% of Moran Wealth Management's portfolio in Q1 2026, its #374 holding.
Moran Wealth Management first reported a position in AvalonBay Communities in Q4 2022 and has held it in 14 quarters since.
Moran Wealth Management's AvalonBay Communities position peaked at $33.5M in Q1 2023.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.