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

Private 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	$3.21K	Hold	17	–	–	﹤0.01%	1005
2026 Q1	$2.78K	Sell	17 -2	-11%	-$349	﹤0.01%	973
2025 Q4	$3.44K	Sell	19 -10	-34%	-$1.81K	﹤0.01%	910
2025 Q3	$5.6K	Hold	29	–	–	﹤0.01%	748
2025 Q2	$5.9K	Hold	29	–	–	﹤0.01%	689
2025 Q1	$6.22K	Sell	29 -5	-15%	-$1.08K	﹤0.01%	635
2024 Q4	$7.48K	Hold	34	–	–	﹤0.01%	587
2024 Q3	$7.66K	Hold	34	–	–	﹤0.01%	552
2024 Q2	$7.04K	Hold	34	–	–	﹤0.01%	564
2024 Q1	$6.31K	Hold	34	–	–	﹤0.01%	550
2023 Q4	$6.37K	Buy	+34	New	+$5.93K	﹤0.01%	546

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 Management Group's AVB Position: Q2 2026 in Review

Private Wealth Management Group held its AvalonBay Communities (AVB) position steady in Q2 2026 at 17 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Private Wealth Management Group first reported a position in AVB in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.66K in Q3 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Private Wealth Management Group held 17 shares of AvalonBay Communities worth $3.21K as of Q2 2026.
Private Wealth Management Group left its AvalonBay Communities share count unchanged in Q2 2026.
AvalonBay Communities made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1005 holding.
Private Wealth Management Group first reported a position in AvalonBay Communities in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's AvalonBay Communities position peaked at $7.66K in Q3 2024.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.