CH
AVB

Cromwell Holdings’s AvalonBay Communities AVB Stock Holding History

Cromwell Holdings’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 		$91.4K Buy
480
+27
+6% +$4.88K 0.04% 375
2026
Q1 		$74.8K Buy
453
+35
+8% +$6.12K 0.04% 387
2025
Q4 		$76.5K Sell
418
-38
-8% -$6.9K 0.04% 370
2025
Q3 		$88.9K Buy
456
+2
+0.4% +$389 0.05% 348
2025
Q2 		$93.2K Buy
454
+16
+4% +$3.27K 0.06% 316
2025
Q1 		$94.8K Buy
438
+8
+2% +$1.74K 0.06% 300
2024
Q4 		$95.3K Hold
430
– – 0.06% 296
2024
Q3 		$97.6K Hold
430
– – 0.06% 298
2024
Q2 		$89.7K Buy
+430
New +$83.1K 0.05% 304

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

Cromwell Holdings's AVB Position: Q2 2026 in Review

Cromwell Holdings increased its AvalonBay Communities (AVB) stake by 6% in Q2 2026, buying an estimated $4.88K and bringing the position to 480 shares worth $91.4K. The position accounts for 0.04% of the portfolio, ranked #375.

Cromwell Holdings first reported a position in AVB in Q2 2024 and has held it in 9 quarters since. The position peaked at $97.6K in Q3 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

  • Cromwell Holdings held 480 shares of AvalonBay Communities worth $91.4K as of Q2 2026.
  • Cromwell Holdings bought 27 AvalonBay Communities shares in Q2 2026, an estimated $4.88K.
  • AvalonBay Communities made up 0.04% of Cromwell Holdings's portfolio in Q2 2026, its #375 holding.
  • Cromwell Holdings first reported a position in AvalonBay Communities in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's AvalonBay Communities position peaked at $97.6K in Q3 2024.
  • 748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.