PPWP
AVB

Premier Path Wealth Partners’s AvalonBay Communities AVB Stock Holding History

Premier Path Wealth Partners’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
2025
Q2 		– Sell
-1,085
Closed -$233K – 388
2025
Q1 		$233K Sell
1,085
-10
-0.9% -$2.17K 0.04% 346
2024
Q4 		$241K Buy
1,095
+9
+0.8% +$2.03K 0.04% 337
2024
Q3 		$245K Sell
1,086
-5
-0.5% -$1.08K 0.04% 330
2024
Q2 		$226K Buy
+1,091
New +$211K 0.04% 338

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Premier Path Wealth Partners's AVB Position: Q2 2025 in Review

Premier Path Wealth Partners sold out of AvalonBay Communities (AVB) in Q2 2025, closing a stake of 1,085 shares — an estimated $233K sold.

Premier Path Wealth Partners first reported a position in AVB in Q2 2024 and held it in 4 quarters. The position peaked at $245K in Q3 2024. 764 funds tracked by Wall St. Rank hold AVB as of Q2 2025.

  • Premier Path Wealth Partners reported no remaining AvalonBay Communities position as of Q2 2025 after selling out during the quarter.
  • Premier Path Wealth Partners sold 1,085 AvalonBay Communities shares in Q2 2025, an estimated $233K.
  • Premier Path Wealth Partners first reported a position in AvalonBay Communities in Q2 2024 and held it in 4 quarters.
  • Premier Path Wealth Partners's AvalonBay Communities position peaked at $245K in Q3 2024.
  • 764 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2025.

Based on Premier Path Wealth Partners's 13F filing for Q2 2025, filed 4 Aug 2025.