Mount Yale Investment Advisors’s AvalonBay Communities AVB Stock Holding History

Mount Yale Investment Advisors’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	$804K	Buy	4,221 +553	+15%	+$100K	0.01%	644
2026 Q1	$606K	Buy	3,668 +651	+22%	+$114K	0.01%	656
2025 Q4	$552K	Buy	+3,017	New	+$547K	0.03%	438
2025 Q3	–	Sell	-78	Closed	-$15.9K	–	746
2025 Q2	$15.9K	Buy	+78	New	+$16K	﹤0.01%	1078
2020 Q2	–	Sell	-2,437	Closed	-$359K	–	336
2020 Q1	$359K	Buy	2,437 +538	+28%	+$108K	0.08%	225
2019 Q4	$411K	Buy	1,899 +224	+13%	+$48K	0.07%	243
2019 Q3	$350K	Buy	1,675 +98	+6%	+$20.5K	0.06%	250
2019 Q2	$322K	Buy	1,577 +58	+4%	+$11.8K	0.06%	254
2019 Q1	$305K	Sell	1,519 -26	-2%	-$4.97K	0.06%	254
2018 Q4	$301K	Sell	1,545 -66	-4%	-$11.9K	0.06%	252
2018 Q3	$294K	Buy	1,611 +17	+1%	+$3.04K	0.05%	258
2018 Q2	$274K	Buy	1,594 +371	+30%	+$61.3K	0.05%	265
2018 Q1	$201K	Buy	+1,223	New	+$200K	0.04%	291

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

Mount Yale Investment Advisors's AVB Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its AvalonBay Communities (AVB) stake by 15% in Q2 2026, buying an estimated $100K and bringing the position to 4,221 shares worth $804K. The position accounts for 0.01% of the portfolio, ranked #644.

Mount Yale Investment Advisors first reported a position in AVB in Q1 2018 and has held it in 13 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Mount Yale Investment Advisors held 4,221 shares of AvalonBay Communities worth $804K as of Q2 2026.
Mount Yale Investment Advisors bought 553 AvalonBay Communities shares in Q2 2026, an estimated $100K.
AvalonBay Communities made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #644 holding.
Mount Yale Investment Advisors first reported a position in AvalonBay Communities in Q1 2018 and has held it in 13 quarters since.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.