OA
AVB

Operose Advisors’s AvalonBay Communities AVB Stock Holding History

Operose 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
Q2 		$377 Sell
2
-50
-96% -$9.04K ﹤0.01% 507
2026
Q1 		$8.49K Buy
+52
New +$9.09K ﹤0.01% 421
2024
Q4 		– Sell
-97
Closed -$21.8K – 443
2024
Q3 		$21.8K Hold
97
– – 0.01% 393
2024
Q2 		$20.1K Hold
97
– – 0.01% 354
2024
Q1 		$18K Hold
97
– – 0.01% 406
2023
Q4 		$18.2K Hold
97
– – 0.01% 376
2023
Q3 		$16.7K Buy
+97
New +$17.9K 0.01% 497

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

Operose Advisors's AVB Position: Q2 2026 in Review

Operose Advisors reduced its AvalonBay Communities (AVB) stake by 96% in Q2 2026, selling an estimated $9.04K and leaving 2 shares worth $377. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Operose Advisors first reported a position in AVB in Q3 2023 and has held it in 7 quarters since. The position peaked at $21.8K in Q3 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Operose Advisors held 2 shares of AvalonBay Communities worth $377 as of Q2 2026.
  • Operose Advisors sold 50 AvalonBay Communities shares in Q2 2026, an estimated $9.04K.
  • AvalonBay Communities made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #507 holding.
  • Operose Advisors first reported a position in AvalonBay Communities in Q3 2023 and has held it in 7 quarters since.
  • Operose Advisors's AvalonBay Communities position peaked at $21.8K in Q3 2024.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.