SW
AVB

SteelPeak Wealth’s AvalonBay Communities AVB Stock Holding History

SteelPeak Wealth’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
2025
Q3 		– Sell
-11,856
Closed -$2.43M – 590
2025
Q2 		$2.43M Buy
11,856
+915
+8% +$187K 0.09% 170
2025
Q1 		$2.37M Buy
+10,941
New +$2.38M 0.1% 162
2024
Q2 		– Sell
-9,616
Closed -$1.8M – 542
2024
Q1 		$1.8M Buy
+9,616
New +$1.73M 0.09% 172

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SteelPeak Wealth's AVB Position: Q3 2025 in Review

SteelPeak Wealth sold out of AvalonBay Communities (AVB) in Q3 2025, closing a stake of 11,856 shares — an estimated $2.43M sold.

SteelPeak Wealth first reported a position in AVB in Q1 2024 and held it in 3 quarters. The position peaked at $2.43M in Q2 2025. 741 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

  • SteelPeak Wealth reported no remaining AvalonBay Communities position as of Q3 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 11,856 AvalonBay Communities shares in Q3 2025, an estimated $2.43M.
  • SteelPeak Wealth first reported a position in AvalonBay Communities in Q1 2024 and held it in 3 quarters.
  • SteelPeak Wealth's AvalonBay Communities position peaked at $2.43M in Q2 2025.
  • 741 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.