Cornerstone Planning Group’s AvalonBay Communities AVB Stock Holding History

Cornerstone Planning Group’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 Q2	$7.84K	Sell	41 -5	-11%	-$904	﹤0.01%	966
2026 Q1	$8.35K	Buy	46 +13	+39%	+$2.27K	﹤0.01%	952
2025 Q4	$5.71K	Sell	33 -9	-21%	-$1.63K	﹤0.01%	950
2025 Q3	$7.34K	Buy	42 +8	+24%	+$1.56K	﹤0.01%	848
2025 Q2	$6.33K	Buy	34 +6	+21%	+$1.23K	﹤0.01%	669
2025 Q1	$5.78K	Buy	28 +4	+17%	+$868	﹤0.01%	696
2024 Q4	$5.29K	Buy	24 +2	+9%	+$452	﹤0.01%	568
2024 Q3	$5.01K	Buy	22 +2	+10%	+$432	﹤0.01%	567
2024 Q2	$4.08K	Buy	20 +8	+67%	+$1.55K	﹤0.01%	618
2024 Q1	$2.31K	Hold	12	–	–	﹤0.01%	636
2023 Q4	$2.25K	Sell	12 -4	-25%	-$698	﹤0.01%	612
2023 Q3	$2.75K	Hold	16	–	–	﹤0.01%	605
2023 Q2	$3.03K	Buy	+16	New	+$2.86K	﹤0.01%	1054
2022 Q4	$4.89K	Buy	+29	New	+$4.94K	﹤0.01%	898

Other funds holding AVB

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

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

Cornerstone Planning Group's AVB Position: Q2 2026 in Review

Cornerstone Planning Group reduced its AvalonBay Communities (AVB) stake by 11% in Q2 2026, selling an estimated $904 and leaving 41 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Cornerstone Planning Group first reported a position in AVB in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.35K in Q1 2026. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Cornerstone Planning Group held 41 shares of AvalonBay Communities worth $7.84K as of Q2 2026.
Cornerstone Planning Group sold 5 AvalonBay Communities shares in Q2 2026, an estimated $904.
AvalonBay Communities made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #966 holding.
Cornerstone Planning Group first reported a position in AvalonBay Communities in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's AvalonBay Communities position peaked at $8.35K in Q1 2026.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.