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 Q2	$375K	Hold	1,990	–	–	0.04%	205
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Private Wealth Asset Management's AVB Position: Q2 2026 in Review

Private Wealth Asset Management held its AvalonBay Communities (AVB) position steady in Q2 2026 at 1,990 shares worth $375K. The position accounts for 0.04% of the portfolio, ranked #205.

Private Wealth Asset Management first reported a position in AVB in Q1 2025 and has held it in 6 quarters since. The position peaked at $504K in Q1 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Private Wealth Asset Management held 1,990 shares of AvalonBay Communities worth $375K as of Q2 2026.
Private Wealth Asset Management left its AvalonBay Communities share count unchanged in Q2 2026.
AvalonBay Communities made up 0.04% of Private Wealth Asset Management's portfolio in Q2 2026, its #205 holding.
Private Wealth Asset Management first reported a position in AvalonBay Communities in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's AvalonBay Communities position peaked at $504K in Q1 2025.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.