CAG
AVB icon

Crestwood Advisors Group’s AvalonBay Communities AVB Stock Holding History

Crestwood Advisors 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
Q1 		$210K Buy
+1,284
New +$224K ﹤0.01% 720

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crestwood Advisors Group's AVB Position: Q1 2026 in Review

Crestwood Advisors Group opened a new position in AvalonBay Communities (AVB) in Q1 2026: 1,284 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #720 among its holdings.

743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Crestwood Advisors Group held 1,284 shares of AvalonBay Communities worth $210K as of Q1 2026.
  • AvalonBay Communities was a new Crestwood Advisors Group position in Q1 2026.
  • AvalonBay Communities made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #720 holding.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.