SWM
AVB

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
Q2 		$19K Sell
101
-33
-25% -$5.96K ﹤0.01% 799
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
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

SHP Wealth Management's AVB Position: Q2 2026 in Review

SHP Wealth Management reduced its AvalonBay Communities (AVB) stake by 25% in Q2 2026, selling an estimated $5.96K and leaving 101 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

SHP Wealth Management first reported a position in AVB in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.9K in Q1 2026. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • SHP Wealth Management held 101 shares of AvalonBay Communities worth $19K as of Q2 2026.
  • SHP Wealth Management sold 33 AvalonBay Communities shares in Q2 2026, an estimated $5.96K.
  • AvalonBay Communities made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #799 holding.
  • SHP Wealth Management first reported a position in AvalonBay Communities in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's AvalonBay Communities position peaked at $21.9K in Q1 2026.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.