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Wambolt & Associates’s AvalonBay Communities AVB Stock Holding History

Wambolt & Associates’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
2025
Q2 		$1.16M Sell
5,704
-451
-7% -$92.2K 0.39% 76
2025
Q1 		$1.32M Sell
6,155
-42
-0.7% -$9.12K 0.45% 72
2024
Q4 		$1.36M Sell
6,197
-850
-12% -$192K 0.44% 72
2024
Q3 		$1.57M Buy
7,047
+511
+8% +$110K 0.43% 75
2024
Q2 		$1.34M Buy
6,536
+742
+13% +$143K 0.39% 77
2024
Q1 		$1.05M Buy
5,794
+2,397
+71% +$431K 0.31% 88
2023
Q4 		$636K Buy
3,397
+798
+31% +$139K 0.21% 143
2023
Q3 		$437K Buy
2,599
+376
+17% +$69.5K 0.16% 173
2023
Q2 		$421K Buy
2,223
+146
+7% +$26.1K 0.15% 180
2023
Q1 		$347K Buy
2,077
+159
+8% +$27.1K 0.12% 198
2022
Q4 		$310K Sell
1,918
-25
-1% -$4.26K 0.12% 190
2022
Q3 		$358K Buy
1,943
+16
+0.8% +$3.23K 0.15% 169
2022
Q2 		$374K Buy
1,927
+900
+88% +$195K 0.15% 169
2022
Q1 		$261K Buy
+1,027
New +$251K 0.1% 213
2021
Q2 		– Sell
-1,116
Closed -$209K – 246
2021
Q1 		$209K Sell
1,116
-485
-30% -$84.8K 0.11% 204
2020
Q4 		$257K Sell
1,601
-464
-22% -$73.8K 0.15% 177
2020
Q3 		$308K Sell
2,065
-417
-17% -$63.8K 0.23% 150
2020
Q2 		$384K Buy
2,482
+749
+43% +$119K 0.3% 127
2020
Q1 		$255K Sell
1,733
-41
-2% -$8.26K 0.26% 126
2019
Q4 		$372K Buy
1,774
+157
+10% +$33.6K 0.28% 115
2019
Q3 		$348K Sell
1,617
-14
-0.9% -$2.93K 0.29% 115
2019
Q2 		$331K Buy
1,631
+222
+16% +$45K 0.28% 120
2019
Q1 		$283K Buy
1,409
+239
+20% +$45.7K 0.26% 121
2018
Q4 		$204K Buy
+1,170
New +$211K 0.23% 133

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wambolt & Associates's AVB Position: Q2 2025 in Review

Wambolt & Associates reduced its AvalonBay Communities (AVB) stake by 7.3% in Q2 2025, selling an estimated $92.2K and leaving 5,704 shares worth $1.16M. The position accounts for 0.39% of the portfolio, ranked #76.

Wambolt & Associates first reported a position in AVB in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.57M in Q3 2024. 764 funds tracked by Wall St. Rank hold AVB as of Q2 2025.

  • Wambolt & Associates held 5,704 shares of AvalonBay Communities worth $1.16M as of Q2 2025.
  • Wambolt & Associates sold 451 AvalonBay Communities shares in Q2 2025, an estimated $92.2K.
  • AvalonBay Communities made up 0.39% of Wambolt & Associates's portfolio in Q2 2025, its #76 holding.
  • Wambolt & Associates first reported a position in AvalonBay Communities in Q4 2018 and has held it in 24 quarters since.
  • Wambolt & Associates's AvalonBay Communities position peaked at $1.57M in Q3 2024.
  • 764 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.