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 Q2	$790K	Buy	4,184 +107	+3%	+$19.3K	0.02%	671
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Callan Family Office's AVB Position: Q2 2026 in Review

Callan Family Office increased its AvalonBay Communities (AVB) stake by 2.6% in Q2 2026, buying an estimated $19.3K and bringing the position to 4,184 shares worth $790K. 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 5 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Callan Family Office held 4,184 shares of AvalonBay Communities worth $790K as of Q2 2026.
Callan Family Office bought 107 AvalonBay Communities shares in Q2 2026, an estimated $19.3K.
AvalonBay Communities made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #671 holding.
Callan Family Office first reported a position in AvalonBay Communities in Q2 2025 and has held it in 5 quarters since.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.