PWMG
AVB

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
Q2 		$181K Sell
952
-828
-47% -$150K 0.03% 170
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
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

Prestige Wealth Management Group's AVB Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its AvalonBay Communities (AVB) stake by 47% in Q2 2026, selling an estimated $150K and leaving 952 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #170.

Prestige Wealth Management Group first reported a position in AVB in Q4 2018 and has held it in 13 quarters since. The position peaked at $454K in Q4 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Prestige Wealth Management Group held 952 shares of AvalonBay Communities worth $181K as of Q2 2026.
  • Prestige Wealth Management Group sold 828 AvalonBay Communities shares in Q2 2026, an estimated $150K.
  • AvalonBay Communities made up 0.03% of Prestige Wealth Management Group's portfolio in Q2 2026, its #170 holding.
  • Prestige Wealth Management Group first reported a position in AvalonBay Communities in Q4 2018 and has held it in 13 quarters since.
  • Prestige Wealth Management Group's AvalonBay Communities position peaked at $454K in Q4 2024.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.