Valued Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Valued 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	$953	Hold	5	–	–	﹤0.01%	782
2026 Q1	$826	Hold	5	–	–	﹤0.01%	640
2025 Q4	$916	Hold	5	–	–	﹤0.01%	478
2025 Q3	$975	Hold	5	–	–	﹤0.01%	460
2025 Q2	$1.03K	Hold	5	–	–	﹤0.01%	443
2025 Q1	$1.08K	Hold	5	–	–	﹤0.01%	473
2024 Q4	$1.11K	Hold	5	–	–	﹤0.01%	466
2024 Q3	$1.14K	Buy	+5	New	+$1.08K	﹤0.01%	436

Other funds holding AVB

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Valued Wealth Advisors's AVB Position: Q2 2026 in Review

Valued Wealth Advisors held its AvalonBay Communities (AVB) position steady in Q2 2026 at 5 shares worth $953. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Valued Wealth Advisors first reported a position in AVB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.14K in Q3 2024. 171 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Valued Wealth Advisors held 5 shares of AvalonBay Communities worth $953 as of Q2 2026.
Valued Wealth Advisors left its AvalonBay Communities share count unchanged in Q2 2026.
AvalonBay Communities made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #782 holding.
Valued Wealth Advisors first reported a position in AvalonBay Communities in Q3 2024 and has held it in 8 quarters since.
Valued Wealth Advisors's AvalonBay Communities position peaked at $1.14K in Q3 2024.
171 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.