OWA
AVB

Opal Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Opal Wealth 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
2025
Q3 		– Sell
-151
Closed -$30.8K – 224
2025
Q2 		$30.8K Sell
151
-2
-1% -$409 0.01% 468
2025
Q1 		$32.9K Buy
+153
New +$33.2K 0.01% 426
2024
Q3 		– Sell
-153
Closed -$31.7K – 264
2024
Q2 		$31.7K Buy
+153
New +$29.6K 0.01% 410

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Opal Wealth Advisors's AVB Position: Q3 2025 in Review

Opal Wealth Advisors sold out of AvalonBay Communities (AVB) in Q3 2025, closing a stake of 151 shares — an estimated $30.8K sold.

Opal Wealth Advisors first reported a position in AVB in Q2 2024 and held it in 3 quarters. The position peaked at $32.9K in Q1 2025. 741 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

  • Opal Wealth Advisors reported no remaining AvalonBay Communities position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 151 AvalonBay Communities shares in Q3 2025, an estimated $30.8K.
  • Opal Wealth Advisors first reported a position in AvalonBay Communities in Q2 2024 and held it in 3 quarters.
  • Opal Wealth Advisors's AvalonBay Communities position peaked at $32.9K in Q1 2025.
  • 741 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.