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NewEdge Wealth’s AvalonBay Communities AVB Stock Holding History

NewEdge 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 		$1.42M Buy
8,704
+1,348
+18% +$236K 0.02% 524
2025
Q4 		$1.33M Sell
7,356
-1,073
-13% -$195K 0.02% 557
2025
Q3 		$1.5M Buy
8,429
+3,011
+56% +$586K 0.02% 460
2025
Q2 		$1.02M Buy
5,418
+1,936
+56% +$396K 0.02% 525
2025
Q1 		$747K Buy
3,482
+1,211
+53% +$263K 0.01% 540
2024
Q4 		$500K Buy
2,271
+246
+12% +$55.5K 0.01% 638
2024
Q3 		$456K Buy
2,025
+444
+28% +$95.9K 0.01% 638
2024
Q2 		$327K Sell
1,581
-17
-1% -$3.29K 0.01% 630
2024
Q1 		$308K Sell
1,598
-25
-2% -$4.5K 0.01% 658
2023
Q4 		$304K Sell
1,623
-15
-0.9% -$2.62K 0.01% 616
2023
Q3 		$281K Sell
1,638
-8
-0.5% -$1.48K 0.01% 556
2023
Q2 		$312K Sell
1,646
-45
-3% -$8.03K 0.01% 535
2023
Q1 		$284K Buy
1,691
+114
+7% +$19.4K 0.01% 513
2022
Q4 		$255K Sell
1,577
-467
-23% -$79.5K 0.01% 477
2022
Q3 		$376K Buy
+2,044
New +$412K 0.02% 388

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

NewEdge Wealth's AVB Position: Q1 2026 in Review

NewEdge Wealth increased its AvalonBay Communities (AVB) stake by 18% in Q1 2026, buying an estimated $236K and bringing the position to 8,704 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #524.

NewEdge Wealth first reported a position in AVB in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.5M in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • NewEdge Wealth held 8,704 shares of AvalonBay Communities worth $1.42M as of Q1 2026.
  • NewEdge Wealth bought 1,348 AvalonBay Communities shares in Q1 2026, an estimated $236K.
  • AvalonBay Communities made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #524 holding.
  • NewEdge Wealth first reported a position in AvalonBay Communities in Q3 2022 and has held it in 15 quarters since.
  • NewEdge Wealth's AvalonBay Communities position peaked at $1.5M in Q3 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.