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Spire Wealth Management’s AvalonBay Communities AVB Stock Holding History

Spire 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 		$66.2K Sell
351
-211
-38% -$38.1K ﹤0.01% 1097
2026
Q1 		$91.8K Sell
562
-7
-1% -$1.22K ﹤0.01% 989
2025
Q4 		$103K Sell
569
-21
-4% -$3.81K ﹤0.01% 985
2025
Q3 		$114K Sell
590
-8
-1% -$1.56K ﹤0.01% 945
2025
Q2 		$122K Buy
598
+34
+6% +$6.95K ﹤0.01% 910
2025
Q1 		$121K Buy
564
+36
+7% +$7.82K ﹤0.01% 968
2024
Q4 		$116K Buy
528
+27
+5% +$6.1K ﹤0.01% 985
2024
Q3 		$113K Buy
501
+22
+5% +$4.75K ﹤0.01% 880
2024
Q2 		$99.2K Buy
479
+44
+10% +$8.51K ﹤0.01% 896
2024
Q1 		$80.7K Buy
435
+21
+5% +$3.78K ﹤0.01% 1056
2023
Q4 		$74.7K Buy
414
+25
+6% +$4.36K ﹤0.01% 1077
2023
Q3 		$66.8K Buy
389
+36
+10% +$6.65K ﹤0.01% 1064
2023
Q2 		$66.8K Sell
353
-18
-5% -$3.21K ﹤0.01% 1097
2023
Q1 		$62.3K Buy
371
+119
+47% +$20.3K ﹤0.01% 1108
2022
Q4 		$41K Buy
252
+47
+23% +$8K ﹤0.01% 1051
2022
Q3 		$38K Sell
205
-124
-38% -$25K ﹤0.01% 1056
2022
Q2 		$64K Sell
329
-218
-40% -$47.2K ﹤0.01% 1191
2022
Q1 		$136K Sell
547
-356
-39% -$87K ﹤0.01% 1059
2021
Q4 		$228K Buy
903
+65
+8% +$15.5K 0.01% 1038
2021
Q3 		$186K Buy
838
+2
+0.2% +$449 ﹤0.01% 955
2021
Q2 		$175K Sell
836
-36
-4% -$7.2K ﹤0.01% 977
2021
Q1 		$161K Buy
+872
New +$152K ﹤0.01% 1163

Other funds holding AVB

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
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
II
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

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

Spire Wealth Management reduced its AvalonBay Communities (AVB) stake by 38% in Q2 2026, selling an estimated $38.1K and leaving 351 shares worth $66.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Spire Wealth Management first reported a position in AVB in Q1 2021 and has held it in 22 quarters since. The position peaked at $228K in Q4 2021. 123 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Spire Wealth Management held 351 shares of AvalonBay Communities worth $66.2K as of Q2 2026.
  • Spire Wealth Management sold 211 AvalonBay Communities shares in Q2 2026, an estimated $38.1K.
  • AvalonBay Communities made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1097 holding.
  • Spire Wealth Management first reported a position in AvalonBay Communities in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's AvalonBay Communities position peaked at $228K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.