True Wealth Design’s AvalonBay Communities AVB Stock Holding History

True Wealth Design’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	$35.9K	Buy	190 +185	+3,700%	+$33.4K	0.01%	610
2026 Q1	$817	Buy	+5	New	+$874	﹤0.01%	1879
2025 Q4	–	Sell	-7	Closed	-$1.35K	–	2577
2025 Q3	$1.35K	Buy	7 +1	+17%	+$195	﹤0.01%	1642
2025 Q2	$1.22K	Sell	6 -11	-65%	-$2.25K	﹤0.01%	1392
2025 Q1	$3.65K	Buy	+17	New	+$3.69K	﹤0.01%	786

Other funds holding AVB

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

True Wealth Design's AVB Position: Q2 2026 in Review

True Wealth Design increased its AvalonBay Communities (AVB) stake by 3,700% in Q2 2026, buying an estimated $33.4K and bringing the position to 190 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #610.

True Wealth Design first reported a position in AVB in Q1 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

True Wealth Design held 190 shares of AvalonBay Communities worth $35.9K as of Q2 2026.
True Wealth Design bought 185 AvalonBay Communities shares in Q2 2026, an estimated $33.4K.
AvalonBay Communities made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #610 holding.
True Wealth Design first reported a position in AvalonBay Communities in Q1 2025 and has held it in 5 quarters since.
124 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.