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Wealth Alliance’s AvalonBay Communities AVB Stock Holding History

Wealth Alliance’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 		$602K Buy
3,685
+639
+21% +$112K 0.06% 257
2025
Q4 		$552K Sell
3,046
-708
-19% -$128K 0.05% 283
2025
Q3 		$725K Buy
3,754
+1,472
+65% +$287K 0.07% 227
2025
Q2 		$464K Buy
2,282
+651
+40% +$133K 0.05% 303
2025
Q1 		$350K Buy
1,631
+112
+7% +$24.3K 0.04% 357
2024
Q4 		$334K Sell
1,519
-16
-1% -$3.61K 0.04% 353
2024
Q3 		$346K Sell
1,535
-73
-5% -$15.8K 0.04% 365
2024
Q2 		$333K Sell
1,608
-16
-1% -$3.09K 0.04% 361
2024
Q1 		$301K Buy
1,624
+29
+2% +$5.21K 0.04% 400
2023
Q4 		$299K Buy
1,595
+88
+6% +$15.4K 0.04% 383
2023
Q3 		$259K Sell
1,507
-166
-10% -$30.7K 0.04% 390
2023
Q2 		$317K Buy
1,673
+74
+5% +$13.2K 0.05% 363
2023
Q1 		$269K Buy
+1,599
New +$273K 0.04% 396
2022
Q4 		– Sell
-1,139
Closed -$210K – 490
2022
Q3 		$210K Sell
1,139
-228
-17% -$46K 0.04% 411
2022
Q2 		$266K Buy
+1,367
New +$296K 0.05% 352
2020
Q3 		– Sell
-1,682
Closed -$260K – 315
2020
Q2 		$260K Buy
+1,682
New +$266K 0.1% 246

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

Wealth Alliance's AVB Position: Q1 2026 in Review

Wealth Alliance increased its AvalonBay Communities (AVB) stake by 21% in Q1 2026, buying an estimated $112K and bringing the position to 3,685 shares worth $602K. The position accounts for 0.06% of the portfolio, ranked #257.

Wealth Alliance first reported a position in AVB in Q2 2020 and has held it in 16 quarters since. The position peaked at $725K in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Wealth Alliance held 3,685 shares of AvalonBay Communities worth $602K as of Q1 2026.
  • Wealth Alliance bought 639 AvalonBay Communities shares in Q1 2026, an estimated $112K.
  • AvalonBay Communities made up 0.06% of Wealth Alliance's portfolio in Q1 2026, its #257 holding.
  • Wealth Alliance first reported a position in AvalonBay Communities in Q2 2020 and has held it in 16 quarters since.
  • Wealth Alliance's AvalonBay Communities position peaked at $725K in Q3 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.