VWA
AVB icon

Visionary Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Visionary 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
Q1 		$339K Sell
2,075
-20
-1% -$3.5K 0.02% 498
2025
Q4 		$380K Hold
2,095
– – 0.02% 449
2025
Q3 		$405K Buy
+2,095
New +$408K 0.02% 429

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Visionary Wealth Advisors's AVB Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its AvalonBay Communities (AVB) stake by 0.95% in Q1 2026, selling an estimated $3.5K and leaving 2,075 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #498.

Visionary Wealth Advisors first reported a position in AVB in Q3 2025 and has held it in 3 quarters since. The position peaked at $405K in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Visionary Wealth Advisors held 2,075 shares of AvalonBay Communities worth $339K as of Q1 2026.
  • Visionary Wealth Advisors sold 20 AvalonBay Communities shares in Q1 2026, an estimated $3.5K.
  • AvalonBay Communities made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #498 holding.
  • Visionary Wealth Advisors first reported a position in AvalonBay Communities in Q3 2025 and has held it in 3 quarters since.
  • Visionary Wealth Advisors's AvalonBay Communities position peaked at $405K in Q3 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.