Carson Wealth (CWM LLC)
AVB icon

Carson Wealth (CWM LLC)’s AvalonBay Communities AVB Stock Holding History

Carson Wealth (CWM LLC)’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 		$790K Sell
4,836
-1,133
-19% -$198K ﹤0.01% 1695
2025
Q4 		$1.08M Sell
5,969
-1,084
-15% -$197K ﹤0.01% 1450
2025
Q3 		$1.36M Buy
7,053
+2,730
+63% +$532K ﹤0.01% 1249
2025
Q2 		$880K Buy
4,323
+2,471
+133% +$505K ﹤0.01% 1308
2025
Q1 		$397K Sell
1,852
-72
-4% -$15.6K ﹤0.01% 1547
2024
Q4 		$423K Buy
1,924
+285
+17% +$64.3K ﹤0.01% 1451
2024
Q3 		$369K Buy
1,639
+75
+5% +$16.2K ﹤0.01% 1442
2024
Q2 		$324K Buy
1,564
+101
+7% +$19.5K ﹤0.01% 1359
2024
Q1 		$271K Buy
1,463
+196
+15% +$35.2K ﹤0.01% 1378
2023
Q4 		$237K Sell
1,267
-186
-13% -$32.5K ﹤0.01% 1343
2023
Q3 		$249K Buy
1,453
+225
+18% +$41.6K ﹤0.01% 1221
2023
Q2 		$232K Buy
1,228
+236
+24% +$42.1K ﹤0.01% 1198
2023
Q1 		$167K Buy
992
+341
+52% +$58.2K ﹤0.01% 1270
2022
Q4 		$105K Sell
651
-775
-54% -$132K ﹤0.01% 1356
2022
Q3 		$263K Buy
1,426
+933
+189% +$188K ﹤0.01% 950
2022
Q2 		$96K Sell
493
-148
-23% -$32.1K ﹤0.01% 1332
2022
Q1 		$159K Buy
641
+367
+134% +$89.6K ﹤0.01% 1137
2021
Q4 		$69K Buy
+274
New +$65.3K ﹤0.01% 1445
2021
Q2 		$5K Hold
26
– – ﹤0.01% 2337
2021
Q1 		$5K Hold
26
– – ﹤0.01% 2337
2020
Q4 		$5K Hold
26
– – ﹤0.01% 2337
2020
Q3 		$5K Hold
26
– – ﹤0.01% 2337
2020
Q2 		$5K Hold
26
– – ﹤0.01% 2336
2020
Q1 		$5K Hold
26
– – ﹤0.01% 2336
2019
Q4 		$5K Hold
26
– – ﹤0.01% 2336
2019
Q3 		$5K Hold
26
– – ﹤0.01% 2336
2019
Q2 		$5K Hold
26
– – ﹤0.01% 2336
2019
Q1 		$5K Sell
26
-1,234
-98% -$236K ﹤0.01% 2336
2018
Q4 		$219K Hold
1,260
– – 0.01% 579
2018
Q3 		$228K Sell
1,260
-6
-0.5% -$1.07K 0.01% 496
2018
Q2 		$218K Buy
1,266
+6
+0.5% +$992 0.01% 409
2018
Q1 		$207K Sell
1,260
-269
-18% -$44.1K 0.01% 357
2017
Q4 		$273K Sell
1,529
-101
-6% -$18.3K 0.01% 318
2017
Q3 		$291K Buy
1,630
+163
+11% +$30.5K 0.01% 299
2017
Q2 		$282K Hold
1,467
– – 0.01% 286
2017
Q1 		$269K Sell
1,467
-27
-2% -$4.84K 0.02% 273
2016
Q4 		$265K Buy
1,494
+1,025
+219% +$173K 0.02% 254
2016
Q3 		$83K Buy
469
+367
+360% +$66K 0.01% 358
2016
Q2 		$18K Buy
102
+2
+2% +$360 ﹤0.01% 479
2016
Q1 		$19K Buy
+100
New +$17.7K ﹤0.01% 443

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

Carson Wealth (CWM LLC)'s AVB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its AvalonBay Communities (AVB) stake by 19% in Q1 2026, selling an estimated $198K and leaving 4,836 shares worth $790K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Carson Wealth (CWM LLC) first reported a position in AVB in Q1 2016 and has held it in 40 quarters since. The position peaked at $1.36M in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,836 shares of AvalonBay Communities worth $790K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,133 AvalonBay Communities shares in Q1 2026, an estimated $198K.
  • AvalonBay Communities made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1695 holding.
  • Carson Wealth (CWM LLC) first reported a position in AvalonBay Communities in Q1 2016 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s AvalonBay Communities position peaked at $1.36M in Q3 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.