Cassaday & Co Wealth Management’s AvalonBay Communities AVB Stock Holding History

Cassaday & Co Wealth Management’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	$1.63K	Buy	+10	New	+$1.75K	﹤0.01%	1089

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassaday & Co Wealth Management's AVB Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in AvalonBay Communities (AVB) in Q1 2026: 10 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #1089 among its holdings.

743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Cassaday & Co Wealth Management held 10 shares of AvalonBay Communities worth $1.63K as of Q1 2026.
AvalonBay Communities was a new Cassaday & Co Wealth Management position in Q1 2026.
AvalonBay Communities made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1089 holding.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.