Legacy Wealth Asset Management, LLC AVB — AVALONBAY CMNTYS INC

Ownership history in Legacy Wealth Asset Management, LLC  ·  5 quarters on record

AI Ownership Summary

Legacy Wealth Asset Management, LLC reported AVALONBAY CMNTYS INC (AVB) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.06% in 2024 Q3. The latest visible filing shows AVB at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Asset Management, LLC's position in AVALONBAY CMNTYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AVB was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVB stock page Legacy Wealth Asset Management, LLC fund profile Legacy Wealth Asset Management, LLC full holdings
How Legacy Wealth Asset Management, LLC held AVB — position size vs. price
% of Fund (quarterly)    AVB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,243 +255 +25.8% 0.05% $235K 2026-07-09 $189.46
2025 Q2 ADDED — — — 988 +9 +0.9% 0.05% $201K 2025-07-30 $188.81
2025 Q1 REDUCED — — — 979 -7 -0.7% 0.06% $210K 2025-04-09 $191.08
2024 Q4 ADDED — — — 986 +4 +0.4% 0.06% $217K 2025-01-15 $205.33
2024 Q3 INITIATED — — — 982 — — 0.06% $221K 2024-10-23 $215.41

🏢 Other funds also holding AVB

As of 2026 Q2 — sorted by position size

Pensionfund PDN 3Y 7Y 2.15% Pensionfund Sabic 3Y 7Y 2.12% Red Spruce Capital, LLC 3Y 0.53% Aurora Investment Managers, LLC. 3Y 0.29% Mechanics Bank Trust Department 3Y 7Y 0.18% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 0.1% ELEVATION WEALTH PARTNERS, LLC 0.08% Handelsbanken Fonder AB 3Y 7Y 0.06% Procyon Advisors, LLC 3Y 0.05% Czech National Bank 3Y 0.04%

FAQ About Legacy Wealth Asset Management, LLC and AVB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Wealth Asset Management, LLC reported owning AVB?

Legacy Wealth Asset Management, LLC reported AVB across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported AVB position in Legacy Wealth Asset Management, LLC's portfolio?

The largest reported portfolio weight for AVB was 0.06% in 2024 Q3.

What is the latest reported AVB position on this page?

The most recent filing on this page is 2026 Q2, when Legacy Wealth Asset Management, LLC reported 1,243 shares, equal to 0.05% of portfolio, with an estimated market value of $235K.

What does the chart on this AVB ownership page compare?

The chart compares Legacy Wealth Asset Management, LLC's quarterly AVB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legacy Wealth Asset Management, LLC time their AVB position?

Based on 13F filing dates vs. subsequent AVB price moves, Legacy Wealth Asset Management, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on AVB relative to SPY over the holding period was -26.3%.

← Back to Legacy Wealth Asset Management, LLC Holdings