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Sound Income Strategies’s AvalonBay Communities AVB Stock Holding History

Sound Income Strategies’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 		– Sell
-50
Closed -$8.19K – 618
2026
Q1 		$8.19K Sell
50
-18
-26% -$3.15K ﹤0.01% 1603
2025
Q4 		$12.3K Buy
68
+1
+1% +$181 ﹤0.01% 1356
2025
Q3 		$12.4K Sell
67
-120
-64% -$23.4K ﹤0.01% 952
2025
Q2 		$38K Buy
187
+81
+76% +$16.6K ﹤0.01% 590
2025
Q1 		$22.8K Buy
106
+29
+38% +$6.3K ﹤0.01% 691
2024
Q4 		$16.9K Buy
77
+67
+670% +$15.1K ﹤0.01% 712
2024
Q3 		$2.25K Buy
10
+2
+25% +$432 ﹤0.01% 1110
2024
Q2 		$1.66K Buy
+8
New +$1.55K ﹤0.01% 1122

Other funds holding AVB

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sound Income Strategies's AVB Position: Q2 2026 in Review

Sound Income Strategies sold out of AvalonBay Communities (AVB) in Q2 2026, closing a stake of 50 shares — an estimated $8.19K sold.

Sound Income Strategies first reported a position in AVB in Q2 2024 and held it in 8 quarters. The position peaked at $38K in Q2 2025. 171 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Sound Income Strategies reported no remaining AvalonBay Communities position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 50 AvalonBay Communities shares in Q2 2026, an estimated $8.19K.
  • Sound Income Strategies first reported a position in AvalonBay Communities in Q2 2024 and held it in 8 quarters.
  • Sound Income Strategies's AvalonBay Communities position peaked at $38K in Q2 2025.
  • 171 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.