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Wealthspire Advisors (New York)’s AvalonBay Communities AVB Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-302
Closed -$58.4K – 1179
2025
Q3 		$58.4K Buy
+302
New +$58.8K ﹤0.01% 1187
2019
Q1 		– Sell
-50
Closed -$9K – 105
2018
Q4 		$9K Buy
+50
New +$9.03K ﹤0.01% 520

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Wealthspire Advisors (New York)'s AVB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 302 shares — an estimated $58.4K sold.

Wealthspire Advisors (New York) first reported a position in AVB in Q4 2018 and held it in 2 quarters. The position peaked at $58.4K in Q3 2025. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 302 AvalonBay Communities shares in Q4 2025, an estimated $58.4K.
  • Wealthspire Advisors (New York) first reported a position in AvalonBay Communities in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s AvalonBay Communities position peaked at $58.4K in Q3 2025.
  • 749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.