Patrick M. Sweeney & Associates’s AvalonBay Communities AVB Stock Holding History

Patrick M. Sweeney & Associates’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	$271K	Buy	1,434 +43	+3%	+$7.77K	0.16%	144
2026 Q1	$227K	Sell	1,391 -24	-2%	-$4.19K	0.15%	155
2025 Q4	$257K	Buy	1,415 +6	+0.4%	+$1.09K	0.16%	140
2025 Q3	$272K	Hold	1,409	–	–	0.18%	130
2025 Q2	$285K	Buy	1,409 +141	+11%	+$28.8K	0.2%	122
2025 Q1	$272K	Hold	1,268	–	–	0.2%	122
2024 Q4	$279K	Hold	1,268	–	–	0.21%	118
2024 Q3	$286K	Buy	1,268 +50	+4%	+$10.8K	0.21%	118
2024 Q2	$252K	Buy	+1,218	New	+$235K	0.2%	119

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Patrick M. Sweeney & Associates's AVB Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its AvalonBay Communities (AVB) stake by 3.1% in Q2 2026, buying an estimated $7.77K and bringing the position to 1,434 shares worth $271K. The position accounts for 0.16% of the portfolio, ranked #144.

Patrick M. Sweeney & Associates first reported a position in AVB in Q2 2024 and has held it in 9 quarters since. The position peaked at $286K in Q3 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Patrick M. Sweeney & Associates held 1,434 shares of AvalonBay Communities worth $271K as of Q2 2026.
Patrick M. Sweeney & Associates bought 43 AvalonBay Communities shares in Q2 2026, an estimated $7.77K.
AvalonBay Communities made up 0.16% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #144 holding.
Patrick M. Sweeney & Associates first reported a position in AvalonBay Communities in Q2 2024 and has held it in 9 quarters since.
Patrick M. Sweeney & Associates's AvalonBay Communities position peaked at $286K in Q3 2024.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.