Creative Financial Designs’s AvalonBay Communities AVB Stock Holding History

Creative Financial Designs’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	$1.14K	Sell	7 -2	-22%	-$349	﹤0.01%	1873
2025 Q4	$1.63K	Buy	9 +2	+29%	+$363	﹤0.01%	1714
2025 Q3	$1.35K	Sell	7 -1	-13%	-$195	﹤0.01%	1759
2025 Q2	$1.63K	Buy	8 +1	+14%	+$204	﹤0.01%	1710
2025 Q1	$1.5K	Hold	7	–	–	﹤0.01%	1714
2024 Q4	$1.54K	Hold	7	–	–	﹤0.01%	1634
2024 Q3	$1.58K	Hold	7	–	–	﹤0.01%	1551
2024 Q2	$1.45K	Hold	7	–	–	﹤0.01%	1517
2024 Q1	$1.3K	Hold	7	–	–	﹤0.01%	1528
2023 Q4	$1.31K	Hold	7	–	–	﹤0.01%	1475
2023 Q3	$1.2K	Hold	7	–	–	﹤0.01%	1384
2023 Q2	$1.32K	Sell	7 -150	-96%	-$26.8K	﹤0.01%	1351
2023 Q1	$26.4K	Buy	157 +150	+2,143%	+$25.6K	﹤0.01%	749
2022 Q4	$1.13K	Hold	7	–	–	﹤0.01%	1200
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	1200
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	1160
2022 Q1	$2K	Hold	7	–	–	﹤0.01%	1151
2021 Q4	$2K	Hold	7	–	–	﹤0.01%	1113
2021 Q3	$2K	Hold	7	–	–	﹤0.01%	1285
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	1361
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	1247
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	1166
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	1131
2020 Q2	$1K	Buy	+7	New	+$1.11K	﹤0.01%	1077
2018 Q4	–	Sell	-7	Closed	-$1K	–	589
2018 Q3	$1K	Hold	7	–	–	﹤0.01%	677
2018 Q2	$1K	Hold	7	–	–	﹤0.01%	687
2018 Q1	$1K	Hold	7	–	–	﹤0.01%	639
2017 Q4	$1K	Hold	7	–	–	﹤0.01%	632
2017 Q3	$1K	Hold	7	–	–	﹤0.01%	667
2017 Q2	$1K	Hold	7	–	–	﹤0.01%	678
2017 Q1	$1K	Hold	7	–	–	﹤0.01%	634
2016 Q4	$1K	Buy	+7	New	+$1.18K	﹤0.01%	630

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

Creative Financial Designs's AVB Position: Q1 2026 in Review

Creative Financial Designs reduced its AvalonBay Communities (AVB) stake by 22% in Q1 2026, selling an estimated $349 and leaving 7 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Creative Financial Designs first reported a position in AVB in Q4 2016 and has held it in 32 quarters since. The position peaked at $26.4K in Q1 2023. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Creative Financial Designs held 7 shares of AvalonBay Communities worth $1.14K as of Q1 2026.
Creative Financial Designs sold 2 AvalonBay Communities shares in Q1 2026, an estimated $349.
AvalonBay Communities made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1873 holding.
Creative Financial Designs first reported a position in AvalonBay Communities in Q4 2016 and has held it in 32 quarters since.
Creative Financial Designs's AvalonBay Communities position peaked at $26.4K in Q1 2023.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.