CA
AVB

Cornerstone Advisory’s AvalonBay Communities AVB Stock Holding History

Cornerstone Advisory’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
-1,162
Closed -$211K – 266
2025
Q4 		$211K Sell
1,162
-91
-7% -$16.5K 0.02% 239
2025
Q3 		$242K Sell
1,253
-17
-1% -$3.31K 0.02% 214
2025
Q2 		$258K Buy
1,270
+18
+1% +$3.68K 0.03% 205
2025
Q1 		$260K Sell
1,252
-2
-0.2% -$434 0.03% 197
2024
Q4 		$274K Buy
1,254
+10
+0.8% +$2.26K 0.03% 196
2024
Q3 		$280K Sell
1,244
-493
-28% -$106K 0.04% 186
2024
Q2 		$359K Buy
1,737
+17
+1% +$3.29K 0.05% 149
2024
Q1 		$319K Sell
1,720
-1,186
-41% -$213K 0.05% 178
2023
Q4 		$544K Sell
2,906
-2
-0.1% -$349 0.08% 132
2023
Q3 		$499K Sell
2,908
-11
-0.4% -$2.03K 0.09% 126
2023
Q2 		$552K Sell
2,919
-89
-3% -$15.9K 0.1% 126
2023
Q1 		$506K Buy
3,008
+606
+25% +$103K 0.09% 131
2022
Q4 		$388K Sell
2,402
-598
-20% -$102K 0.08% 138
2022
Q3 		$553K Buy
3,000
+98
+3% +$19.8K 0.12% 111
2022
Q2 		$563K Sell
2,902
-2,300
-44% -$498K 0.13% 110
2022
Q1 		$1.29M Sell
5,202
-338
-6% -$82.6K 0.2% 87
2021
Q4 		$1.4M Sell
5,540
-1,660
-23% -$396K 0.2% 84
2021
Q3 		$1.6M Hold
7,200
– – 0.26% 66
2021
Q2 		$1.5M Sell
7,200
-500
-6% -$100K 0.25% 73
2021
Q1 		$1.42M Buy
7,700
+1,150
+18% +$201K 0.27% 70
2020
Q4 		$1.05M Buy
+6,550
New +$1.04M 0.21% 90

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

Cornerstone Advisory's AVB Position: Q1 2026 in Review

Cornerstone Advisory sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 1,162 shares — an estimated $211K sold.

Cornerstone Advisory first reported a position in AVB in Q4 2020 and held it in 21 quarters. The position peaked at $1.6M in Q3 2021. 745 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Cornerstone Advisory reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Advisory sold 1,162 AvalonBay Communities shares in Q1 2026, an estimated $211K.
  • Cornerstone Advisory first reported a position in AvalonBay Communities in Q4 2020 and held it in 21 quarters.
  • Cornerstone Advisory's AvalonBay Communities position peaked at $1.6M in Q3 2021.
  • 745 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.