PW
AVB

PUREfi Wealth’s AvalonBay Communities AVB Stock Holding History

PUREfi Wealth’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 		$308K Sell
1,630
-368
-18% -$66.5K 0.17% 150
2026
Q1 		$326K Sell
1,998
-18
-0.9% -$3.15K 0.21% 127
2025
Q4 		$366K Buy
2,016
+51
+3% +$9.26K 0.28% 97
2025
Q3 		$380K Buy
+1,965
New +$383K 0.29% 98

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

PUREfi Wealth's AVB Position: Q2 2026 in Review

PUREfi Wealth reduced its AvalonBay Communities (AVB) stake by 18% in Q2 2026, selling an estimated $66.5K and leaving 1,630 shares worth $308K. The position accounts for 0.17% of the portfolio, ranked #150.

PUREfi Wealth first reported a position in AVB in Q3 2025 and has held it in 4 quarters since. The position peaked at $380K in Q3 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • PUREfi Wealth held 1,630 shares of AvalonBay Communities worth $308K as of Q2 2026.
  • PUREfi Wealth sold 368 AvalonBay Communities shares in Q2 2026, an estimated $66.5K.
  • AvalonBay Communities made up 0.17% of PUREfi Wealth's portfolio in Q2 2026, its #150 holding.
  • PUREfi Wealth first reported a position in AvalonBay Communities in Q3 2025 and has held it in 4 quarters since.
  • PUREfi Wealth's AvalonBay Communities position peaked at $380K in Q3 2025.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

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