Creative Planning’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.2M | Buy |
96,561
+34,197
| +55% | +$6.18M | 0.01% | 552 |
|
|
2026
Q1 | $10.2M | Buy |
62,364
+18,153
| +41% | +$3.17M | 0.01% | 684 |
|
|
2025
Q4 | $8.02M | Buy |
44,211
+22,924
| +108% | +$4.16M | 0.01% | 718 |
|
|
2025
Q3 | $4.11M | Buy |
21,287
+9,346
| +78% | +$1.82M | ﹤0.01% | 994 |
|
|
2025
Q2 | $2.43M | Buy |
11,941
+1,293
| +12% | +$264K | ﹤0.01% | 1183 |
|
|
2025
Q1 | $2.29M | Buy |
10,648
+66
| +0.6% | +$14.3K | ﹤0.01% | 1094 |
|
|
2024
Q4 | $2.33M | Buy |
10,582
+1,578
| +18% | +$356K | ﹤0.01% | 1038 |
|
|
2024
Q3 | $2.03M | Buy |
9,004
+408
| +5% | +$88.1K | ﹤0.01% | 1048 |
|
|
2024
Q2 | $1.78M | Buy |
8,596
+1,684
| +24% | +$326K | ﹤0.01% | 1052 |
|
|
2024
Q1 | $1.28M | Buy |
6,912
+819
| +13% | +$147K | ﹤0.01% | 1178 |
|
|
2023
Q4 | $1.14M | Sell |
6,093
-824
| -12% | -$144K | ﹤0.01% | 1165 |
|
|
2023
Q3 | $1.19M | Sell |
6,917
-3,024
| -30% | -$559K | ﹤0.01% | 1089 |
|
|
2023
Q2 | $1.88M | Buy |
9,941
+1,445
| +17% | +$258K | ﹤0.01% | 844 |
|
|
2023
Q1 | $1.43M | Buy |
8,496
+1,245
| +17% | +$212K | ﹤0.01% | 912 |
|
|
2022
Q4 | $1.17M | Sell |
7,251
-202
| -3% | -$34.4K | ﹤0.01% | 963 |
|
|
2022
Q3 | $1.37M | Buy |
7,453
+1,614
| +28% | +$326K | ﹤0.01% | 822 |
|
|
2022
Q2 | $1.13M | Buy |
5,839
+1,004
| +21% | +$217K | ﹤0.01% | 921 |
|
|
2022
Q1 | $1.2M | Buy |
4,835
+121
| +3% | +$29.6K | ﹤0.01% | 906 |
|
|
2021
Q4 | $1.19M | Buy |
4,714
+166
| +4% | +$39.6K | ﹤0.01% | 877 |
|
|
2021
Q3 | $1.01M | Buy |
4,548
+944
| +26% | +$212K | ﹤0.01% | 949 |
|
|
2021
Q2 | $752K | Sell |
3,604
-511
| -12% | -$102K | ﹤0.01% | 1065 |
|
|
2021
Q1 | $759K | Buy |
4,115
+482
| +13% | +$84.3K | ﹤0.01% | 1191 |
|
|
2020
Q4 | $583K | Buy |
+3,633
| New | +$578K | ﹤0.01% | 1230 |
|
|
2017
Q3 | – | Sell |
-542
| Closed | -$104K | – | 2019 |
|
|
2017
Q2 | $104K | Buy |
542
+2
| +0.4% | +$382 | ﹤0.01% | 1966 |
|
|
2017
Q1 | $99K | Buy |
540
+312
| +137% | +$56K | ﹤0.01% | 1969 |
|
|
2016
Q4 | $40K | Sell |
228
-29
| -11% | -$4.89K | ﹤0.01% | 2562 |
|
|
2016
Q3 | $46K | Sell |
257
-3,786
| -94% | -$681K | ﹤0.01% | 2424 |
|
|
2016
Q2 | $729K | Buy |
4,043
+3,170
| +363% | +$571K | 0.01% | 622 |
|
|
2016
Q1 | $166K | Sell |
873
-5
| -0.6% | -$883 | ﹤0.01% | 1312 |
|
|
2015
Q4 | $162K | Sell |
878
-130
| -13% | -$23.3K | ﹤0.01% | 1330 |
|
|
2015
Q3 | $176K | Buy |
+1,008
| New | +$171K | ﹤0.01% | 1263 |
|
|
2015
Q2 | – | Sell |
-590
| Closed | -$103K | – | 1235 |
|
|
2015
Q1 | $103K | Buy |
590
+359
| +155% | +$62K | ﹤0.01% | 1555 |
|
|
2014
Q4 | $38K | Sell |
231
-473
| -67% | -$74.1K | ﹤0.01% | 2181 |
|
|
2014
Q3 | $99K | Buy |
704
+579
| +463% | +$85.9K | ﹤0.01% | 1488 |
|
|
2014
Q2 | $18K | Hold |
125
| – | – | ﹤0.01% | 2545 |
|
|
2014
Q1 | $16K | Hold |
125
| – | – | ﹤0.01% | 2504 |
|
|
2013
Q4 | $15K | Hold |
125
| – | – | ﹤0.01% | 2343 |
|
|
2013
Q3 | $16K | Buy |
125
+11
| +10% | +$1.45K | ﹤0.01% | 2209 |
|
|
2013
Q2 | $15K | Buy |
+114
| New | +$15.2K | ﹤0.01% | 2080 |
|
Other funds holding AVB
Creative Planning's AVB Position: Q2 2026 in Review
Creative Planning increased its AvalonBay Communities (AVB) stake by 55% in Q2 2026, buying an estimated $6.18M and bringing the position to 96,561 shares worth $18.2M. The position accounts for 0.01% of the portfolio, ranked #552.
Creative Planning first reported a position in AVB in Q2 2013 and has held it in 39 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.
- Creative Planning held 96,561 shares of AvalonBay Communities worth $18.2M as of Q2 2026.
- Creative Planning bought 34,197 AvalonBay Communities shares in Q2 2026, an estimated $6.18M.
- AvalonBay Communities made up 0.01% of Creative Planning's portfolio in Q2 2026, its #552 holding.
- Creative Planning first reported a position in AvalonBay Communities in Q2 2013 and has held it in 39 quarters since.
- 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.