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Stratos Wealth Partners’s AvalonBay Communities AVB Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-1,162
Closed -$225K – 1590
2025
Q3 		$225K Buy
+1,162
New +$226K ﹤0.01% 1405
2025
Q2 		– Sell
-1,187
Closed -$255K – 1423
2025
Q1 		$255K Sell
1,187
-73
-6% -$15.8K ﹤0.01% 1162
2024
Q4 		$277K Buy
1,260
+288
+30% +$65K ﹤0.01% 1179
2024
Q3 		$219K Sell
972
-284
-23% -$61.3K ﹤0.01% 1298
2024
Q2 		$260K Buy
+1,256
New +$243K ﹤0.01% 1148
2022
Q3 		– Sell
-2,239
Closed -$435K – 1122
2022
Q2 		$435K Buy
2,239
+1,411
+170% +$306K 0.01% 785
2022
Q1 		$206K Buy
+828
New +$202K ﹤0.01% 1164
2018
Q2 		– Sell
-85
Closed -$14K – 1081
2018
Q1 		$14K Sell
85
-72
-46% -$11.8K ﹤0.01% 2155
2017
Q4 		$28K Buy
+157
New +$28.5K ﹤0.01% 1784

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stratos Wealth Partners's AVB Position: Q4 2025 in Review

Stratos Wealth Partners sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 1,162 shares — an estimated $225K sold.

Stratos Wealth Partners first reported a position in AVB in Q4 2017 and held it in 9 quarters. The position peaked at $435K in Q2 2022. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

  • Stratos Wealth Partners reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,162 AvalonBay Communities shares in Q4 2025, an estimated $225K.
  • Stratos Wealth Partners first reported a position in AvalonBay Communities in Q4 2017 and held it in 9 quarters.
  • Stratos Wealth Partners's AvalonBay Communities position peaked at $435K in Q2 2022.
  • 749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.