CFP
AVB

Cascade Financial Partners’s AvalonBay Communities AVB Stock Holding History

Cascade Financial Partners’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 		– Sell
-1,593
Closed -$289K – 267
2025
Q4 		$289K Buy
+1,593
New +$289K 0.03% 211

Other funds holding AVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cascade Financial Partners's AVB Position: Q1 2026 in Review

Cascade Financial Partners sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 1,593 shares — an estimated $289K sold.

Cascade Financial Partners first reported a position in AVB in Q4 2025 and held it in 1 quarter. The position peaked at $289K in Q4 2025. 745 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Cascade Financial Partners reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • Cascade Financial Partners sold 1,593 AvalonBay Communities shares in Q1 2026, an estimated $289K.
  • Cascade Financial Partners first reported a position in AvalonBay Communities in Q4 2025 and held it in 1 quarter.
  • Cascade Financial Partners's AvalonBay Communities position peaked at $289K in Q4 2025.
  • 745 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.