Morton Brown Family Wealth’s AvalonBay Communities AVB Stock Holding History

Morton Brown Family Wealth’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	$377	Buy	+2	New	+$361	﹤0.01%	402
2022 Q4	–	Sell	-9	Closed	-$2K	–	165
2022 Q3	$2K	Buy	+9	New	+$1.82K	﹤0.01%	168

Other funds holding AVB

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morton Brown Family Wealth's AVB Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in AvalonBay Communities (AVB) in Q2 2026: 2 shares worth $377. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in AVB as recently as Q3 2022.

Morton Brown Family Wealth first reported a position in AVB in Q3 2022 and has held it in 2 quarters since. The position peaked at $2K in Q3 2022. 144 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Morton Brown Family Wealth held 2 shares of AvalonBay Communities worth $377 as of Q2 2026.
AvalonBay Communities was a new Morton Brown Family Wealth position in Q2 2026.
AvalonBay Communities made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #402 holding.
Morton Brown Family Wealth first reported a position in AvalonBay Communities in Q3 2022 and has held it in 2 quarters since.
Morton Brown Family Wealth's AvalonBay Communities position peaked at $2K in Q3 2022.
144 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.