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AvalonBay Communities shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of AvalonBay Communities (AVB) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in AvalonBay Communities

Tip: Access up to 7 years of quarterly data

All positions including AvalonBay Communities held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AvalonBay Communities by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $12k 55 219.96
2024-09-30 $13k 58 225.26
2024-06-30 $11k 55 206.89
2024-03-31 $10k 55 185.56
2023-12-31 $10k 55 187.22

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)

View all positions for Pacific Capital Wealth Advisors

Top funds holding AvalonBay Communities

Vanguard Group
BlackRock
State Street Corporation
Norges Bank Investment Management
T. Rowe Price Associates
Principal Financial Group
Geode Capital Management
Jpmorgan Chase & Co
Cohen & Steers Capital Management
Northern Trust
Wellington Management Company
Charles Schwab Investment Management
Legal & General Group
Dimensional Fund Advisors
Deutsche Bank Aktiengesellschaft

View all funds holding AvalonBay Communities