NWM
AVB

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
Q2 		$1K Hold
9
– – ﹤0.01% 263
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Navigoe Wealth Management held its AvalonBay Communities (AVB) position steady in Q2 2026 at 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Navigoe Wealth Management first reported a position in AVB in Q3 2025 and has held it in 4 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Navigoe Wealth Management held 9 shares of AvalonBay Communities worth $1K as of Q2 2026.
  • Navigoe Wealth Management left its AvalonBay Communities share count unchanged in Q2 2026.
  • AvalonBay Communities made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #263 holding.
  • Navigoe Wealth Management first reported a position in AvalonBay Communities in Q3 2025 and has held it in 4 quarters since.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.