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SHP Wealth Management’s AvalonBay Communities AVB Stock Holding History

SHP 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
Q1 		$21.9K Buy
134
+132
+6,600% +$23.1K ﹤0.01% 702
2025
Q4 		$366 Buy
+2
New +$363 ﹤0.01% 1397

Other funds holding AVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SHP Wealth Management's AVB Position: Q1 2026 in Review

SHP Wealth Management increased its AvalonBay Communities (AVB) stake by 6,600% in Q1 2026, buying an estimated $23.1K and bringing the position to 134 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

SHP Wealth Management first reported a position in AVB in Q4 2025 and has held it in 2 quarters since. 744 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • SHP Wealth Management held 134 shares of AvalonBay Communities worth $21.9K as of Q1 2026.
  • SHP Wealth Management bought 132 AvalonBay Communities shares in Q1 2026, an estimated $23.1K.
  • AvalonBay Communities made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #702 holding.
  • SHP Wealth Management first reported a position in AvalonBay Communities in Q4 2025 and has held it in 2 quarters since.
  • 744 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.