Prestige Wealth Management Group’s AvalonBay Communities AVB Stock Holding History

Prestige Wealth Management Group’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	$294K	Buy	1,780 +1,698	+2,071%	+$297K	0.06%	140
2025 Q4	$15K	Sell	82 -2,029	-96%	-$368K	﹤0.01%	383
2025 Q3	$411K	Buy	2,111 +40	+2%	+$7.79K	0.08%	123
2025 Q2	$425K	Sell	2,071 -22	-1%	-$4.5K	0.09%	114
2025 Q1	$453K	Buy	2,093 +44	+2%	+$9.55K	0.1%	103
2024 Q4	$454K	Buy	2,049 +201	+11%	+$45.4K	0.09%	103
2024 Q3	$419K	Buy	+1,848	New	+$399K	0.09%	111
2024 Q2	–	Sell	-1,699	Closed	-$318K	–	994
2024 Q1	$318K	Buy	+1,699	New	+$306K	0.07%	123
2020 Q4	–	Sell	-45	Closed	-$7K	–	938
2020 Q3	$7K	Sell	45 -6	-12%	-$918	﹤0.01%	485
2020 Q2	$8K	Sell	51 -104	-67%	-$16.5K	﹤0.01%	447
2020 Q1	$23K	Buy	+155	New	+$31.2K	0.01%	259
2019 Q1	–	Sell	-54	Closed	-$9K	–	544
2018 Q4	$9K	Buy	+54	New	+$9.76K	0.01%	448

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prestige Wealth Management Group's AVB Position: Q1 2026 in Review

Prestige Wealth Management Group increased its AvalonBay Communities (AVB) stake by 2,071% in Q1 2026, buying an estimated $297K and bringing the position to 1,780 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #140.

Prestige Wealth Management Group first reported a position in AVB in Q4 2018 and has held it in 12 quarters since. The position peaked at $454K in Q4 2024. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Prestige Wealth Management Group held 1,780 shares of AvalonBay Communities worth $294K as of Q1 2026.
Prestige Wealth Management Group bought 1,698 AvalonBay Communities shares in Q1 2026, an estimated $297K.
AvalonBay Communities made up 0.06% of Prestige Wealth Management Group's portfolio in Q1 2026, its #140 holding.
Prestige Wealth Management Group first reported a position in AvalonBay Communities in Q4 2018 and has held it in 12 quarters since.
Prestige Wealth Management Group's AvalonBay Communities position peaked at $454K in Q4 2024.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.