WR Wealth Planners’s AvalonBay Communities AVB Stock Holding History

WR Wealth Planners’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
2024 Q4	$3.52K	Buy	16 +2	+14%	+$452	﹤0.01%	755
2024 Q3	$3.15K	Hold	14	–	–	﹤0.01%	820
2024 Q2	$2.9K	Buy	14 +8	+133%	+$1.55K	﹤0.01%	814
2024 Q1	$1.11K	Buy	+6	New	+$1.08K	﹤0.01%	957
2023 Q4	–	Sell	-67	Closed	-$11.5K	–	228
2023 Q3	$11.5K	Hold	67	–	–	﹤0.01%	522
2023 Q2	$12.7K	Buy	+67	New	+$12K	﹤0.01%	505

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's AVB Position: Q4 2024 in Review

WR Wealth Planners increased its AvalonBay Communities (AVB) stake by 14% in Q4 2024, buying an estimated $452 and bringing the position to 16 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

WR Wealth Planners first reported a position in AVB in Q2 2023 and has held it in 6 quarters since. The position peaked at $12.7K in Q2 2023. 763 funds tracked by Wall St. Rank hold AVB as of Q4 2024.

WR Wealth Planners held 16 shares of AvalonBay Communities worth $3.52K as of Q4 2024.
WR Wealth Planners bought 2 AvalonBay Communities shares in Q4 2024, an estimated $452.
AvalonBay Communities made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #755 holding.
WR Wealth Planners first reported a position in AvalonBay Communities in Q2 2023 and has held it in 6 quarters since.
WR Wealth Planners's AvalonBay Communities position peaked at $12.7K in Q2 2023.
763 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.