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

Wealth Enhancement Trust 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 		$943 Buy
+5
New +$904 ﹤0.01% 1142

Other funds holding AVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in AvalonBay Communities (AVB) in Q2 2026: 5 shares worth $943. The stake represents ﹤0.01% of the portfolio and ranks #1142 among its holdings.

521 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Wealth Enhancement Trust Services held 5 shares of AvalonBay Communities worth $943 as of Q2 2026.
  • AvalonBay Communities was a new Wealth Enhancement Trust Services position in Q2 2026.
  • AvalonBay Communities made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1142 holding.
  • 521 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

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