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Naviter Wealth’s AvalonBay Communities AVB Stock Holding History

Naviter 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
Q1 		$1.82M Buy
11,037
+1,234
+13% +$216K 0.23% 106
2025
Q4 		$1.79M Sell
9,803
-1,501
-13% -$272K 0.23% 103
2025
Q3 		$2.2M Buy
11,304
+210
+2% +$40.9K 0.26% 98
2025
Q2 		$2.28M Buy
11,094
+853
+8% +$174K 0.28% 97
2025
Q1 		$2.19M Buy
10,241
+269
+3% +$58.4K 0.27% 105
2024
Q4 		$2.21M Buy
9,972
+867
+10% +$196K 0.27% 102
2024
Q3 		$2.07M Sell
9,105
-964
-10% -$208K 0.29% 104
2024
Q2 		$2.1M Buy
10,069
+356
+4% +$68.8K 0.31% 84
2024
Q1 		$1.82M Buy
9,713
+1,251
+15% +$225K 0.3% 97
2023
Q4 		$1.6M Buy
8,462
+909
+12% +$159K 0.32% 84
2023
Q3 		$1.31M Buy
7,553
+474
+7% +$87.6K 0.32% 79
2023
Q2 		$1.35M Buy
7,079
+859
+14% +$153K 0.34% 77
2023
Q1 		$1.06M Buy
6,220
+1,160
+23% +$198K 0.37% 77
2022
Q4 		$876K Buy
5,060
+1,180
+30% +$201K 0.24% 96
2022
Q3 		$721K Buy
+3,880
New +$783K 0.29% 78

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

Naviter Wealth's AVB Position: Q1 2026 in Review

Naviter Wealth increased its AvalonBay Communities (AVB) stake by 13% in Q1 2026, buying an estimated $216K and bringing the position to 11,037 shares worth $1.82M. The position accounts for 0.23% of the portfolio, ranked #106.

Naviter Wealth first reported a position in AVB in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.28M in Q2 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Naviter Wealth held 11,037 shares of AvalonBay Communities worth $1.82M as of Q1 2026.
  • Naviter Wealth bought 1,234 AvalonBay Communities shares in Q1 2026, an estimated $216K.
  • AvalonBay Communities made up 0.23% of Naviter Wealth's portfolio in Q1 2026, its #106 holding.
  • Naviter Wealth first reported a position in AvalonBay Communities in Q3 2022 and has held it in 15 quarters since.
  • Naviter Wealth's AvalonBay Communities position peaked at $2.28M in Q2 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.