Physician Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Physician 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
2026 Q2	$21.9K	Buy	116 +61	+111%	+$11K	﹤0.01%	637
2026 Q1	$8.98K	Sell	55 -18	-25%	-$3.15K	﹤0.01%	828
2025 Q4	$13.2K	Buy	73 +35	+92%	+$6.35K	﹤0.01%	689
2025 Q3	$7.34K	Buy	38 +25	+192%	+$4.87K	﹤0.01%	827
2025 Q2	$2.65K	Sell	13 -2	-13%	-$409	﹤0.01%	957
2025 Q1	$3.22K	Buy	15 +5	+50%	+$1.08K	﹤0.01%	802
2024 Q4	$2.2K	Buy	+10	New	+$2.26K	﹤0.01%	833

Other funds holding AVB

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Physician Wealth Advisors's AVB Position: Q2 2026 in Review

Physician Wealth Advisors increased its AvalonBay Communities (AVB) stake by 111% in Q2 2026, buying an estimated $11K and bringing the position to 116 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Physician Wealth Advisors first reported a position in AVB in Q4 2024 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Physician Wealth Advisors held 116 shares of AvalonBay Communities worth $21.9K as of Q2 2026.
Physician Wealth Advisors bought 61 AvalonBay Communities shares in Q2 2026, an estimated $11K.
AvalonBay Communities made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #637 holding.
Physician Wealth Advisors first reported a position in AvalonBay Communities in Q4 2024 and has held it in 7 quarters since.
124 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.