NW
AVB

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
Q2 		$2.61M Buy
13,705
+2,668
+24% +$482K 0.24% 97
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 $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

Naviter Wealth's AVB Position: Q2 2026 in Review

Naviter Wealth increased its AvalonBay Communities (AVB) stake by 24% in Q2 2026, buying an estimated $482K and bringing the position to 13,705 shares worth $2.61M. The position accounts for 0.24% of the portfolio, ranked #97.

Naviter Wealth first reported a position in AVB in Q3 2022 and has held it in 16 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Naviter Wealth held 13,705 shares of AvalonBay Communities worth $2.61M as of Q2 2026.
  • Naviter Wealth bought 2,668 AvalonBay Communities shares in Q2 2026, an estimated $482K.
  • AvalonBay Communities made up 0.24% of Naviter Wealth's portfolio in Q2 2026, its #97 holding.
  • Naviter Wealth first reported a position in AvalonBay Communities in Q3 2022 and has held it in 16 quarters since.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.