UFPG
AVB

United Financial Planning Group’s AvalonBay Communities AVB Stock Holding History

United Financial Planning 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
2026
Q1 		– Sell
-26
Closed -$4.71K – 477
2025
Q4 		$4.71K Buy
+26
New +$4.72K ﹤0.01% 276

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

United Financial Planning Group's AVB Position: Q1 2026 in Review

United Financial Planning Group sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 26 shares — an estimated $4.71K sold.

United Financial Planning Group first reported a position in AVB in Q4 2025 and held it in 1 quarter. The position peaked at $4.71K in Q4 2025. 745 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • United Financial Planning Group reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 26 AvalonBay Communities shares in Q1 2026, an estimated $4.71K.
  • United Financial Planning Group first reported a position in AvalonBay Communities in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's AvalonBay Communities position peaked at $4.71K in Q4 2025.
  • 745 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.