RWM
AVB

Rialto Wealth Management’s AvalonBay Communities AVB Stock Holding History

Rialto Wealth 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 		$3.59K Buy
19
+8
+73% +$1.45K ﹤0.01% 885
2026
Q1 		$1.8K Sell
11
-3
-21% -$524 ﹤0.01% 897
2025
Q4 		$2.54K Buy
+14
New +$2.54K ﹤0.01% 666
2025
Q2 		– Sell
-4
Closed -$859 – 1709
2025
Q1 		$859 Buy
+4
New +$868 ﹤0.01% 690

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

Rialto Wealth Management's AVB Position: Q2 2026 in Review

Rialto Wealth Management increased its AvalonBay Communities (AVB) stake by 73% in Q2 2026, buying an estimated $1.45K and bringing the position to 19 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Rialto Wealth Management first reported a position in AVB in Q1 2025 and has held it in 4 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Rialto Wealth Management held 19 shares of AvalonBay Communities worth $3.59K as of Q2 2026.
  • Rialto Wealth Management bought 8 AvalonBay Communities shares in Q2 2026, an estimated $1.45K.
  • AvalonBay Communities made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #885 holding.
  • Rialto Wealth Management first reported a position in AvalonBay Communities in Q1 2025 and has held it in 4 quarters since.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

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