NWM
AVB icon

Navigoe Wealth Management’s AvalonBay Communities AVB Stock Holding History

Navigoe 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 		$1K Hold
9
– – ﹤0.01% 184
2025
Q4 		$1K Hold
9
– – ﹤0.01% 225
2025
Q3 		$1K Buy
+9
New +$1.75K ﹤0.01% 222

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Navigoe Wealth Management held its AvalonBay Communities (AVB) position steady in Q1 2026 at 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Navigoe Wealth Management first reported a position in AVB in Q3 2025 and has held it in 3 quarters since. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Navigoe Wealth Management held 9 shares of AvalonBay Communities worth $1K as of Q1 2026.
  • Navigoe Wealth Management left its AvalonBay Communities share count unchanged in Q1 2026.
  • AvalonBay Communities made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q1 2026, its #184 holding.
  • Navigoe Wealth Management first reported a position in AvalonBay Communities in Q3 2025 and has held it in 3 quarters since.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

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