Sequoia Financial Advisors’s AvalonBay Communities AVB Stock Holding History

Sequoia Financial Advisors’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	$601K	Buy	3,186 +471	+17%	+$85.1K	﹤0.01%	1231
2026 Q1	$444K	Sell	2,715 -4,176	-61%	-$730K	﹤0.01%	1336
2025 Q4	$1.25M	Buy	6,891 +756	+12%	+$137K	0.01%	781
2025 Q3	$1.19M	Buy	6,135 +459	+8%	+$89.4K	0.01%	709
2025 Q2	$1.16M	Buy	5,676 +2,919	+106%	+$597K	0.01%	638
2025 Q1	$592K	Sell	2,757 -21	-0.8%	-$4.56K	﹤0.01%	789
2024 Q4	$611K	Buy	2,778 +457	+20%	+$103K	0.01%	737
2024 Q3	$523K	Buy	2,321 +138	+6%	+$29.8K	0.01%	729
2024 Q2	$452K	Buy	2,183 +164	+8%	+$31.7K	0.01%	726
2024 Q1	$375K	Buy	2,019 +217	+12%	+$39K	﹤0.01%	782
2023 Q4	$337K	Buy	+1,802	New	+$314K	﹤0.01%	878

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

Sequoia Financial Advisors's AVB Position: Q2 2026 in Review

Sequoia Financial Advisors increased its AvalonBay Communities (AVB) stake by 17% in Q2 2026, buying an estimated $85.1K and bringing the position to 3,186 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Sequoia Financial Advisors first reported a position in AVB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q4 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Sequoia Financial Advisors held 3,186 shares of AvalonBay Communities worth $601K as of Q2 2026.
Sequoia Financial Advisors bought 471 AvalonBay Communities shares in Q2 2026, an estimated $85.1K.
AvalonBay Communities made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1231 holding.
Sequoia Financial Advisors first reported a position in AvalonBay Communities in Q4 2023 and has held it in 11 quarters since.
Sequoia Financial Advisors's AvalonBay Communities position peaked at $1.25M in Q4 2025.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.