Principia Wealth Advisory’s AvalonBay Communities AVB Stock Holding History

Principia Wealth Advisory’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 Q4	$1.63K	Buy	9 +5	+125%	+$907	﹤0.01%	512
2025 Q3	$773	Sell	4 -1	-20%	-$195	﹤0.01%	709
2025 Q2	$1.02K	Buy	5 +4	+400%	+$818	﹤0.01%	569
2025 Q1	$200	Sell	1 -3	-75%	-$651	﹤0.01%	772
2024 Q4	$880	Buy	+4	New	+$903	﹤0.01%	391

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principia Wealth Advisory's AVB Position: Q4 2025 in Review

Principia Wealth Advisory increased its AvalonBay Communities (AVB) stake by 125% in Q4 2025, buying an estimated $907 and bringing the position to 9 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Principia Wealth Advisory first reported a position in AVB in Q4 2024 and has held it in 5 quarters since. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

Principia Wealth Advisory held 9 shares of AvalonBay Communities worth $1.63K as of Q4 2025.
Principia Wealth Advisory bought 5 AvalonBay Communities shares in Q4 2025, an estimated $907.
AvalonBay Communities made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #512 holding.
Principia Wealth Advisory first reported a position in AvalonBay Communities in Q4 2024 and has held it in 5 quarters since.
749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.