WA
AVB

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
Q2 		$594K Sell
3,149
-536
-15% -$96.9K 0.05% 285
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 $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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealth Alliance's AVB Position: Q2 2026 in Review

Wealth Alliance reduced its AvalonBay Communities (AVB) stake by 15% in Q2 2026, selling an estimated $96.9K and leaving 3,149 shares worth $594K. The position accounts for 0.05% of the portfolio, ranked #285.

Wealth Alliance first reported a position in AVB in Q2 2020 and has held it in 17 quarters since. The position peaked at $725K in Q3 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Wealth Alliance held 3,149 shares of AvalonBay Communities worth $594K as of Q2 2026.
  • Wealth Alliance sold 536 AvalonBay Communities shares in Q2 2026, an estimated $96.9K.
  • AvalonBay Communities made up 0.05% of Wealth Alliance's portfolio in Q2 2026, its #285 holding.
  • Wealth Alliance first reported a position in AvalonBay Communities in Q2 2020 and has held it in 17 quarters since.
  • Wealth Alliance's AvalonBay Communities position peaked at $725K in Q3 2025.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.