Mowery & Schoenfeld Wealth Management’s AvalonBay Communities AVB Stock Holding History

Mowery & Schoenfeld 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	–	Sell	-4	Closed	-$726	–	368
2025 Q4	$726	Sell	4 -16	-80%	-$2.9K	﹤0.01%	465
2025 Q3	$3.89K	Sell	20 -174	-90%	-$33.9K	0.01%	305
2025 Q2	$39.5K	Hold	194	–	–	0.06%	128
2025 Q1	$41.7K	Sell	194 -3	-2%	-$651	0.08%	142
2024 Q4	$43.3K	Buy	197 +23	+13%	+$5.19K	0.08%	120
2024 Q3	$39.2K	Hold	174	–	–	0.06%	114
2024 Q2	$36K	Buy	+174	New	+$33.6K	0.05%	117

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Mowery & Schoenfeld Wealth Management's AVB Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 4 shares — an estimated $726 sold.

Mowery & Schoenfeld Wealth Management first reported a position in AVB in Q2 2024 and held it in 7 quarters. The position peaked at $43.3K in Q4 2024. 744 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Mowery & Schoenfeld Wealth Management reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 4 AvalonBay Communities shares in Q1 2026, an estimated $726.
Mowery & Schoenfeld Wealth Management first reported a position in AvalonBay Communities in Q2 2024 and held it in 7 quarters.
Mowery & Schoenfeld Wealth Management's AvalonBay Communities position peaked at $43.3K in Q4 2024.
744 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.