RWP
AVB

RWA Wealth Partners’s AvalonBay Communities AVB Stock Holding History

RWA Wealth 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
2025
Q3 		– Sell
-23,332
Closed -$4.75M – 608
2025
Q2 		$4.75M Buy
23,332
+655
+3% +$134K 0.06% 162
2025
Q1 		$4.87M Buy
22,677
+259
+1% +$56.2K 0.06% 152
2024
Q4 		$4.93M Buy
22,418
+1,634
+8% +$369K 0.06% 153
2024
Q3 		$4.68M Buy
+20,784
New +$4.49M 0.06% 159
2018
Q3 		– Sell
-722
Closed -$124K – 262
2018
Q2 		$124K Buy
+722
New +$119K 0.01% 289

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RWA Wealth Partners's AVB Position: Q3 2025 in Review

RWA Wealth Partners sold out of AvalonBay Communities (AVB) in Q3 2025, closing a stake of 23,332 shares — an estimated $4.75M sold.

RWA Wealth Partners first reported a position in AVB in Q2 2018 and held it in 5 quarters. The position peaked at $4.93M in Q4 2024. 741 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

  • RWA Wealth Partners reported no remaining AvalonBay Communities position as of Q3 2025 after selling out during the quarter.
  • RWA Wealth Partners sold 23,332 AvalonBay Communities shares in Q3 2025, an estimated $4.75M.
  • RWA Wealth Partners first reported a position in AvalonBay Communities in Q2 2018 and held it in 5 quarters.
  • RWA Wealth Partners's AvalonBay Communities position peaked at $4.93M in Q4 2024.
  • 741 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on RWA Wealth Partners's 13F filing for Q3 2025, filed 10 Nov 2025.