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Private Wealth Asset Management’s AvalonBay Communities AVB Stock Holding History

Private Wealth Asset Management’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 		$325K Sell
1,990
-250
-11% -$43.7K 0.03% 212
2025
Q4 		$406K Hold
2,240
– – 0.04% 188
2025
Q3 		$433K Sell
2,240
-100
-4% -$19.5K 0.05% 171
2025
Q2 		$476K Sell
2,340
-8
-0.3% -$1.64K 0.06% 166
2025
Q1 		$504K Buy
+2,348
New +$510K 0.07% 147

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Wealth Asset Management's AVB Position: Q1 2026 in Review

Private Wealth Asset Management reduced its AvalonBay Communities (AVB) stake by 11% in Q1 2026, selling an estimated $43.7K and leaving 1,990 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #212.

Private Wealth Asset Management first reported a position in AVB in Q1 2025 and has held it in 5 quarters since. The position peaked at $504K in Q1 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Private Wealth Asset Management held 1,990 shares of AvalonBay Communities worth $325K as of Q1 2026.
  • Private Wealth Asset Management sold 250 AvalonBay Communities shares in Q1 2026, an estimated $43.7K.
  • AvalonBay Communities made up 0.03% of Private Wealth Asset Management's portfolio in Q1 2026, its #212 holding.
  • Private Wealth Asset Management first reported a position in AvalonBay Communities in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's AvalonBay Communities position peaked at $504K in Q1 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.