OIA
AVB icon

OneDigital Investment Advisors’s AvalonBay Communities AVB Stock Holding History

OneDigital Investment Advisors’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 		– Sell
-1,114
Closed -$202K – 1476
2025
Q4 		$202K Sell
1,114
-132
-11% -$24K ﹤0.01% 1445
2025
Q3 		$241K Sell
1,246
-17
-1% -$3.31K ﹤0.01% 1326
2025
Q2 		$257K Sell
1,263
-10
-0.8% -$2.04K ﹤0.01% 1249
2025
Q1 		$273K Buy
1,273
+28
+2% +$6.08K ﹤0.01% 1159
2024
Q4 		$274K Buy
1,245
+1
+0.1% +$226 ﹤0.01% 1175
2024
Q3 		$280K Buy
1,244
+55
+5% +$11.9K ﹤0.01% 1191
2024
Q2 		$246K Buy
+1,189
New +$230K ﹤0.01% 1196
2024
Q1 		– Sell
-2,111
Closed -$395K – 1093
2023
Q4 		$395K Buy
+2,111
New +$368K 0.01% 812

Other funds holding AVB

BlackRock
BlackRock New York $5.7T 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 $1.47T 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