Cornerstone Advisors’s AvalonBay Communities AVB Stock Holding History

Cornerstone Advisors’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
2025 Q3	–	Sell	-2,600	Closed	-$529K	–	240
2025 Q2	$529K	Sell	2,600 -400	-13%	-$81.8K	0.02%	250
2025 Q1	$644K	Hold	3,000	–	–	0.03%	235
2024 Q4	$660K	Hold	3,000	–	–	0.03%	235
2024 Q3	$676K	Hold	3,000	–	–	0.03%	247
2024 Q2	$621K	Sell	3,000 -1,700	-36%	-$329K	0.03%	270
2024 Q1	$872K	Hold	4,700	–	–	0.04%	278
2023 Q4	$880K	Sell	4,700 -1,100	-19%	-$192K	0.04%	264
2023 Q3	$996K	Sell	5,800 -13,200	-69%	-$2.44M	0.05%	255
2023 Q2	$3.6M	Hold	19,000	–	–	0.17%	141
2023 Q1	$3.19M	Hold	19,000	–	–	0.15%	126
2022 Q4	$3.07M	Hold	19,000	–	–	0.15%	132
2022 Q3	$3.5M	Buy	19,000 +12,000	+171%	+$2.42M	0.17%	132
2022 Q2	$1.36M	Hold	7,000	–	–	0.07%	165
2022 Q1	$1.74M	Buy	+7,000	New	+$1.71M	0.1%	144

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cornerstone Advisors's AVB Position: Q3 2025 in Review

Cornerstone Advisors sold out of AvalonBay Communities (AVB) in Q3 2025, closing a stake of 2,600 shares — an estimated $529K sold.

Cornerstone Advisors first reported a position in AVB in Q1 2022 and held it in 14 quarters. The position peaked at $3.6M in Q2 2023. 741 funds tracked by Wall St. Rank hold AVB as of Q3 2025.

Cornerstone Advisors reported no remaining AvalonBay Communities position as of Q3 2025 after selling out during the quarter.
Cornerstone Advisors sold 2,600 AvalonBay Communities shares in Q3 2025, an estimated $529K.
Cornerstone Advisors first reported a position in AvalonBay Communities in Q1 2022 and held it in 14 quarters.
Cornerstone Advisors's AvalonBay Communities position peaked at $3.6M in Q2 2023.
741 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2025.

Based on Cornerstone Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.