PF
AVB

Phoenix Financial’s AvalonBay Communities AVB Stock Holding History

Phoenix Financial’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 		– Sell
-1,884
Closed -$308K – 529
2026
Q1 		$308K Buy
1,884
+171
+10% +$29.9K ﹤0.01% 379
2025
Q4 		$311K Buy
1,713
+92
+6% +$16.7K ﹤0.01% 376
2025
Q3 		$314K Buy
1,621
+478
+42% +$93.1K ﹤0.01% 378
2025
Q2 		$233K Buy
1,143
+142
+14% +$29K ﹤0.01% 378
2025
Q1 		$216K Sell
1,001
-77
-7% -$16.7K ﹤0.01% 338
2024
Q4 		$237K Sell
1,078
-385
-26% -$86.9K ﹤0.01% 331
2024
Q3 		$330K Buy
1,463
+370
+34% +$79.9K ﹤0.01% 284
2024
Q2 		$226K Buy
+1,093
New +$211K ﹤0.01% 312

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

Phoenix Financial's AVB Position: Q2 2026 in Review

Phoenix Financial sold out of AvalonBay Communities (AVB) in Q2 2026, closing a stake of 1,884 shares — an estimated $308K sold.

Phoenix Financial first reported a position in AVB in Q2 2024 and held it in 8 quarters. The position peaked at $330K in Q3 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Phoenix Financial reported no remaining AvalonBay Communities position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 1,884 AvalonBay Communities shares in Q2 2026, an estimated $308K.
  • Phoenix Financial first reported a position in AvalonBay Communities in Q2 2024 and held it in 8 quarters.
  • Phoenix Financial's AvalonBay Communities position peaked at $330K in Q3 2024.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.