SSG
AVB

Summit Securities Group’s AvalonBay Communities AVB Stock Holding History

Summit Securities Group’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
2017
Q4 		– Sell
-30
Closed -$535K – 177
2017
Q3 		$535K Buy
+30
New +$5.62K 0.09% 102

Other funds holding AVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Summit Securities Group's AVB Position: Q2 2026 in Review

Summit Securities Group increased its AvalonBay Communities (AVB) stake by 9,352% in Q2 2026, buying an estimated $389K and bringing the position to 2,174 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #193.

Summit Securities Group first reported a position in AVB in Q3 2013 and has held it in 20 quarters since. The position peaked at $1.37M in Q2 2021. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Summit Securities Group held 2,174 shares of AvalonBay Communities worth $410K as of Q2 2026.
  • Summit Securities Group bought 2,151 AvalonBay Communities shares in Q2 2026, an estimated $389K.
  • AvalonBay Communities made up 0.04% of Summit Securities Group's portfolio in Q2 2026, its #193 holding.
  • Summit Securities Group first reported a position in AvalonBay Communities in Q3 2013 and has held it in 20 quarters since.
  • Summit Securities Group's AvalonBay Communities position peaked at $1.37M in Q2 2021.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.