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 Q2	$1.09M	Sell	5,795 -2	-0%	-$361	0.03%	378
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Moran Wealth Management's AVB Position: Q2 2026 in Review

Moran Wealth Management reduced its AvalonBay Communities (AVB) stake by 0.03% in Q2 2026, selling an estimated $361 and leaving 5,795 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #378.

Moran Wealth Management first reported a position in AVB in Q4 2022 and has held it in 15 quarters since. The position peaked at $33.5M in Q1 2023. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Moran Wealth Management held 5,795 shares of AvalonBay Communities worth $1.09M as of Q2 2026.
Moran Wealth Management sold 2 AvalonBay Communities shares in Q2 2026, an estimated $361.
AvalonBay Communities made up 0.03% of Moran Wealth Management's portfolio in Q2 2026, its #378 holding.
Moran Wealth Management first reported a position in AvalonBay Communities in Q4 2022 and has held it in 15 quarters since.
Moran Wealth Management's AvalonBay Communities position peaked at $33.5M in Q1 2023.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.