Wealth Enhancement Advisory Services’s AvalonBay Communities AVB Stock Holding History

Wealth Enhancement Advisory Services’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	$1.84M	Sell	9,589 -4,418	-32%	-$799K	﹤0.01%	1628
2026 Q1	$2.33M	Buy	14,007 +5,428	+63%	+$948K	﹤0.01%	1307
2025 Q4	$1.58M	Sell	8,579 -599	-7%	-$109K	﹤0.01%	1667
2025 Q3	$1.72M	Buy	9,178 +907	+11%	+$177K	﹤0.01%	1530
2025 Q2	$1.68M	Buy	8,271 +1,152	+16%	+$236K	﹤0.01%	1452
2025 Q1	$1.53M	Sell	7,119 -592	-8%	-$129K	﹤0.01%	1381
2024 Q4	$1.7M	Sell	7,711 -276	-3%	-$62.3K	﹤0.01%	1259
2024 Q3	$1.8M	Buy	7,987 +975	+14%	+$211K	﹤0.01%	1106
2024 Q2	$1.45M	Sell	7,012 -88	-1%	-$17K	﹤0.01%	1120
2024 Q1	$1.32M	Buy	7,100 +720	+11%	+$129K	﹤0.01%	1115
2023 Q4	$1.19M	Buy	6,380 +733	+13%	+$128K	﹤0.01%	1094
2023 Q3	$970K	Buy	+5,647	New	+$1.04M	﹤0.01%	1110
2018 Q4	–	Sell	-12,146	Closed	-$2.15M	–	167
2018 Q3	$2.15M	Buy	12,146 +906	+8%	+$162K	0.13%	57
2018 Q2	$1.93M	Buy	+11,240	New	+$1.86M	0.12%	68

Other funds holding AVB

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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's AVB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its AvalonBay Communities (AVB) stake by 32% in Q2 2026, selling an estimated $799K and leaving 9,589 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Wealth Enhancement Advisory Services first reported a position in AVB in Q2 2018 and has held it in 14 quarters since. The position peaked at $2.33M in Q1 2026. 121 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Wealth Enhancement Advisory Services held 9,589 shares of AvalonBay Communities worth $1.84M as of Q2 2026.
Wealth Enhancement Advisory Services sold 4,418 AvalonBay Communities shares in Q2 2026, an estimated $799K.
AvalonBay Communities made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1628 holding.
Wealth Enhancement Advisory Services first reported a position in AvalonBay Communities in Q2 2018 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's AvalonBay Communities position peaked at $2.33M in Q1 2026.
121 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.