Wiser Advisor Group’s AvalonBay Communities AVB Stock Holding History

Wiser Advisor Group’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	$55.9K	Buy	296 +3	+1%	+$542	0.06%	86
2026 Q1	$47.9K	Buy	293 +3	+1%	+$524	0.06%	88
2025 Q4	$52.6K	Sell	290 -3	-1%	-$544	0.06%	91
2025 Q3	$56.5K	Buy	+293	New	+$57.1K	0.07%	87
2025 Q2	–	Sell	-288	Closed	-$61.7K	–	59
2025 Q1	$61.7K	Buy	288 +3	+1%	+$651	0.09%	81
2024 Q4	$62.8K	Buy	285 +2	+0.7%	+$452	0.09%	83
2024 Q3	$63.8K	Buy	283 +2	+0.7%	+$432	0.1%	84
2024 Q2	$58.1K	Buy	281 +4	+1%	+$773	0.09%	84
2024 Q1	$51.6K	Buy	277 +1	+0.4%	+$180	0.08%	94
2023 Q4	$51.6K	Buy	+276	New	+$48.2K	0.09%	94

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wiser Advisor Group's AVB Position: Q2 2026 in Review

Wiser Advisor Group increased its AvalonBay Communities (AVB) stake by 1% in Q2 2026, buying an estimated $542 and bringing the position to 296 shares worth $55.9K. The position accounts for 0.06% of the portfolio, ranked #86.

Wiser Advisor Group first reported a position in AVB in Q4 2023 and has held it in 10 quarters since. The position peaked at $63.8K in Q3 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Wiser Advisor Group held 296 shares of AvalonBay Communities worth $55.9K as of Q2 2026.
Wiser Advisor Group bought 3 AvalonBay Communities shares in Q2 2026, an estimated $542.
AvalonBay Communities made up 0.06% of Wiser Advisor Group's portfolio in Q2 2026, its #86 holding.
Wiser Advisor Group first reported a position in AvalonBay Communities in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's AvalonBay Communities position peaked at $63.8K in Q3 2024.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.