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AvalonBay Communities shares owned by Concentric Wealth Management

Quarter-by-quarter ownership of AvalonBay Communities (AVB) shares owned by Concentric Wealth Management from 13F filings

Historical chart of Concentric Wealth Management investment in AvalonBay Communities

Tip: Access up to 7 years of quarterly data

All positions including AvalonBay Communities held by Concentric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AvalonBay Communities by Concentric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2M 23k 185.56
2023-12-31 $4.1M 22k 187.22
2023-09-30 $3.6M 21k 171.74
2023-06-30 $3.9M 20k 189.27
2023-03-31 $3.2M 19k 168.06
2022-12-31 $3.1M 19k 161.52
2022-09-30 $3.1M 17k 184.18
2022-06-30 $3.2M 16k 194.26
2022-03-31 $3.9M 16k 248.36
2021-12-31 $3.9M 15k 252.59
2021-09-30 $3.3M 15k 221.63
2021-06-30 $3.1M 15k 208.72
2021-03-31 $2.7M 15k 184.53
2020-12-31 $2.1M 13k 160.41
2020-09-30 $1.7M 11k 149.30
2020-06-30 $1.7M 11k 154.60
2020-03-31 $1.4M 9.2k 147.22
2019-12-31 $1.8M 8.7k 209.65
2019-09-30 $1.9M 8.6k 215.34
2019-06-30 $1.8M 8.7k 203.16
2019-03-31 $1.7M 8.6k 200.77
2018-12-31 $1.5M 8.6k 174.05
2018-09-30 $1.5M 8.1k 181.12
2018-06-30 $1.5M 8.5k 171.95
2018-03-31 $1.4M 8.3k 164.42
2017-12-31 $1.4M 8.0k 178.45
2017-09-30 $1.4M 7.8k 178.40
2017-06-30 $1.5M 7.7k 192.23
2017-03-31 $1.4M 7.4k 183.57
2016-12-31 $1.2M 7.0k 177.20