AvalonBay Communities shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of AvalonBay Communities (AVB) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in AvalonBay Communities
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Quarterly reported holdings in AvalonBay Communities by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $172k | 781 | 219.97 |
| 2024-09-30 | $226k | 1.0k | 225.25 |
| 2024-06-30 | $208k | 1.0k | 206.89 |
| 2024-03-31 | $186k | 1.0k | 185.56 |
| 2023-12-31 | $267k | 1.4k | 187.27 |
| 2023-09-30 | $322k | 1.9k | 171.74 |
| 2023-06-30 | $484k | 2.6k | 189.24 |
| 2023-03-31 | $430k | 2.6k | 168.07 |
| 2022-12-31 | $404k | 2.5k | 161.51 |
| 2022-09-30 | $514k | 2.8k | 184.36 |
| 2022-06-30 | $549k | 2.8k | 194.27 |
| 2022-03-31 | $714k | 2.9k | 248.43 |
| 2021-12-31 | $789k | 3.1k | 252.72 |
| 2021-09-30 | $637k | 2.9k | 221.64 |
| 2021-06-30 | $589k | 2.8k | 208.65 |
| 2021-03-31 | $497k | 2.7k | 184.51 |
| 2020-12-31 | $398k | 2.5k | 160.29 |
| 2020-09-30 | $297k | 2.0k | 149.34 |