SWP
AVB

Sagespring Wealth Partners’s AvalonBay Communities AVB Stock Holding History

Sagespring 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
2026
Q2 		$280K Buy
+1,484
New +$268K ﹤0.01% 716

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

Sagespring Wealth Partners's AVB Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in AvalonBay Communities (AVB) in Q2 2026: 1,484 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #716 among its holdings.

748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Sagespring Wealth Partners held 1,484 shares of AvalonBay Communities worth $280K as of Q2 2026.
  • AvalonBay Communities was a new Sagespring Wealth Partners position in Q2 2026.
  • AvalonBay Communities made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #716 holding.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.