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Retirement Wealth Solutions’s AvalonBay Communities AVB Stock Holding History

Retirement Wealth Solutions’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 		$567 Buy
3
+2
+200% +$361 ﹤0.01% 723
2026
Q1 		$164 Hold
1
– – ﹤0.01% 787
2025
Q4 		$182 Sell
1
-1
-50% -$181 ﹤0.01% 736
2025
Q3 		$387 Buy
+2
New +$389 ﹤0.01% 714

Other funds holding AVB

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Retirement Wealth Solutions's AVB Position: Q2 2026 in Review

Retirement Wealth Solutions increased its AvalonBay Communities (AVB) stake by 200% in Q2 2026, buying an estimated $361 and bringing the position to 3 shares worth $567. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Retirement Wealth Solutions first reported a position in AVB in Q3 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Retirement Wealth Solutions held 3 shares of AvalonBay Communities worth $567 as of Q2 2026.
  • Retirement Wealth Solutions bought 2 AvalonBay Communities shares in Q2 2026, an estimated $361.
  • AvalonBay Communities made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #723 holding.
  • Retirement Wealth Solutions first reported a position in AvalonBay Communities in Q3 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.