Root Financial Partners’s AvalonBay Communities AVB Stock Holding History

Root Financial Partners’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	–	Sell	-7	Closed	-$1.14K	–	641
2026 Q1	$1.14K	Sell	7 -26	-79%	-$4.54K	﹤0.01%	2557
2025 Q4	$5.98K	Buy	33 +13	+65%	+$2.36K	﹤0.01%	1707
2025 Q3	$3.86K	Buy	+20	New	+$3.9K	﹤0.01%	1809

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

Root Financial Partners's AVB Position: Q2 2026 in Review

Root Financial Partners sold out of AvalonBay Communities (AVB) in Q2 2026, closing a stake of 7 shares — an estimated $1.14K sold.

Root Financial Partners first reported a position in AVB in Q3 2025 and held it in 3 quarters. The position peaked at $5.98K in Q4 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Root Financial Partners reported no remaining AvalonBay Communities position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 7 AvalonBay Communities shares in Q2 2026, an estimated $1.14K.
Root Financial Partners first reported a position in AvalonBay Communities in Q3 2025 and held it in 3 quarters.
Root Financial Partners's AvalonBay Communities position peaked at $5.98K in Q4 2025.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.