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PFG Private Wealth Management’s AvalonBay Communities AVB Stock Holding History

PFG Private Wealth Management’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
-1,151
Closed -$209K – 75
2025
Q4 		$209K Buy
+1,151
New +$209K 0.09% 72
2025
Q2 		– Sell
-584
Closed -$125K – 71
2025
Q1 		$125K Buy
584
+22
+4% +$4.78K 0.07% 80
2024
Q4 		$124K Sell
562
-3
-0.5% -$677 0.07% 74
2024
Q3 		$127K Sell
565
-3
-0.5% -$648 0.07% 76
2024
Q2 		$118K Sell
568
-5
-0.9% -$967 0.07% 76
2024
Q1 		$106K Buy
573
+18
+3% +$3.24K 0.07% 77
2023
Q4 		$104K Buy
555
+370
+200% +$64.6K 0.07% 70
2023
Q3 		$31.8K Sell
185
-391
-68% -$72.3K 0.02% 134
2023
Q2 		$109K Buy
576
+2
+0.3% +$357 0.06% 93
2023
Q1 		$96.5K Buy
574
+178
+45% +$30.4K 0.06% 102
2022
Q4 		$64K Buy
+396
New +$67.4K 0.04% 126

Other funds holding AVB

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

PFG Private Wealth Management's AVB Position: Q1 2026 in Review

PFG Private Wealth Management sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 1,151 shares — an estimated $209K sold.

PFG Private Wealth Management first reported a position in AVB in Q4 2022 and held it in 11 quarters. The position peaked at $209K in Q4 2025. 744 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • PFG Private Wealth Management reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • PFG Private Wealth Management sold 1,151 AvalonBay Communities shares in Q1 2026, an estimated $209K.
  • PFG Private Wealth Management first reported a position in AvalonBay Communities in Q4 2022 and held it in 11 quarters.
  • PFG Private Wealth Management's AvalonBay Communities position peaked at $209K in Q4 2025.
  • 744 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on PFG Private Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.