CAG
AVB

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
Q2 		$270K Buy
1,432
+148
+12% +$26.8K ﹤0.01% 725
2026
Q1 		$210K Buy
+1,284
New +$224K ﹤0.01% 720

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Crestwood Advisors Group's AVB Position: Q2 2026 in Review

Crestwood Advisors Group increased its AvalonBay Communities (AVB) stake by 12% in Q2 2026, buying an estimated $26.8K and bringing the position to 1,432 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Crestwood Advisors Group first reported a position in AVB in Q1 2026 and has held it in 2 quarters since. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Crestwood Advisors Group held 1,432 shares of AvalonBay Communities worth $270K as of Q2 2026.
  • Crestwood Advisors Group bought 148 AvalonBay Communities shares in Q2 2026, an estimated $26.8K.
  • AvalonBay Communities made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #725 holding.
  • Crestwood Advisors Group first reported a position in AvalonBay Communities in Q1 2026 and has held it in 2 quarters since.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.