SOA Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

SOA Wealth 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	$12.8K	Hold	68	–	–	﹤0.01%	575
2026 Q1	$11.1K	Hold	68	–	–	﹤0.01%	581
2025 Q4	$12.3K	Hold	68	–	–	﹤0.01%	570
2025 Q3	$13.1K	Buy	+68	New	+$13.2K	﹤0.01%	577
2024 Q2	–	Sell	-3	Closed	-$557	–	855
2024 Q1	$557	Hold	3	–	–	﹤0.01%	799
2023 Q4	$562	Hold	3	–	–	﹤0.01%	794
2023 Q3	$515	Hold	3	–	–	﹤0.01%	820
2023 Q2	$568	Hold	3	–	–	﹤0.01%	820
2023 Q1	$504	Hold	3	–	–	﹤0.01%	844
2022 Q4	$485	Hold	3	–	–	﹤0.01%	845
2022 Q3	$0	Sell	3 -4	-57%	-$807	﹤0.01%	823
2022 Q2	$1K	Sell	7 -58	-89%	-$12.6K	﹤0.01%	734
2022 Q1	$16K	Hold	65	–	–	﹤0.01%	500
2021 Q4	$16K	Hold	65	–	–	﹤0.01%	479
2021 Q3	$14K	Hold	65	–	–	﹤0.01%	512
2021 Q2	$13K	Sell	65 -8	-11%	-$1.6K	﹤0.01%	522
2021 Q1	$13K	Sell	73 -23	-24%	-$4.02K	﹤0.01%	467
2020 Q4	$16K	Buy	+96	New	+$15.3K	﹤0.01%	436

Other funds holding AVB

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

SOA Wealth Advisors's AVB Position: Q2 2026 in Review

SOA Wealth Advisors held its AvalonBay Communities (AVB) position steady in Q2 2026 at 68 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

SOA Wealth Advisors first reported a position in AVB in Q4 2020 and has held it in 18 quarters since. The position peaked at $16K in Q1 2022. 127 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

SOA Wealth Advisors held 68 shares of AvalonBay Communities worth $12.8K as of Q2 2026.
SOA Wealth Advisors left its AvalonBay Communities share count unchanged in Q2 2026.
AvalonBay Communities made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #575 holding.
SOA Wealth Advisors first reported a position in AvalonBay Communities in Q4 2020 and has held it in 18 quarters since.
SOA Wealth Advisors's AvalonBay Communities position peaked at $16K in Q1 2022.
127 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.