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Callan Family Office’s AvalonBay Communities AVB Stock Holding History

Callan Family Office’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
2026
Q1 		$666K Buy
4,077
+551
+16% +$96.3K 0.02% 671
2025
Q4 		$639K Buy
3,526
+2,229
+172% +$404K 0.01% 692
2025
Q3 		$251K Sell
1,297
-1,069
-45% -$208K 0.01% 761
2025
Q2 		$481K Buy
+2,366
New +$484K 0.02% 602

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Callan Family Office's AVB Position: Q1 2026 in Review

Callan Family Office increased its AvalonBay Communities (AVB) stake by 16% in Q1 2026, buying an estimated $96.3K and bringing the position to 4,077 shares worth $666K. The position accounts for 0.02% of the portfolio, ranked #671.

Callan Family Office first reported a position in AVB in Q2 2025 and has held it in 4 quarters since. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Callan Family Office held 4,077 shares of AvalonBay Communities worth $666K as of Q1 2026.
  • Callan Family Office bought 551 AvalonBay Communities shares in Q1 2026, an estimated $96.3K.
  • AvalonBay Communities made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #671 holding.
  • Callan Family Office first reported a position in AvalonBay Communities in Q2 2025 and has held it in 4 quarters since.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.