NW
AVB

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
Q2 		$1.44M Sell
7,623
-1,081
-12% -$195K 0.01% 557
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 $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

NewEdge Wealth's AVB Position: Q2 2026 in Review

NewEdge Wealth reduced its AvalonBay Communities (AVB) stake by 12% in Q2 2026, selling an estimated $195K and leaving 7,623 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #557.

NewEdge Wealth first reported a position in AVB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.5M in Q3 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • NewEdge Wealth held 7,623 shares of AvalonBay Communities worth $1.44M as of Q2 2026.
  • NewEdge Wealth sold 1,081 AvalonBay Communities shares in Q2 2026, an estimated $195K.
  • AvalonBay Communities made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #557 holding.
  • NewEdge Wealth first reported a position in AvalonBay Communities in Q3 2022 and has held it in 16 quarters since.
  • NewEdge Wealth's AvalonBay Communities position peaked at $1.5M in Q3 2025.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.