TPWA
AVB

Twin Peaks Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-53
Closed -$8.66K – 391
2026
Q1 		$8.66K Buy
+53
New +$9.26K ﹤0.01% 1136
2025
Q3 		– Sell
-61
Closed -$11.4K – 325
2025
Q2 		$11.4K Buy
+61
New +$12.5K ﹤0.01% 870

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

Twin Peaks Wealth Advisors's AVB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of AvalonBay Communities (AVB) in Q2 2026, closing a stake of 53 shares — an estimated $8.66K sold.

Twin Peaks Wealth Advisors first reported a position in AVB in Q2 2025 and held it in 2 quarters. The position peaked at $11.4K in Q2 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining AvalonBay Communities position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 53 AvalonBay Communities shares in Q2 2026, an estimated $8.66K.
  • Twin Peaks Wealth Advisors first reported a position in AvalonBay Communities in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's AvalonBay Communities position peaked at $11.4K in Q2 2025.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.