CVA Family Office’s AvalonBay Communities AVB Stock Holding History

CVA Family Office’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	$30.2K	Buy	160 +35	+28%	+$6.33K	﹤0.01%	715
2026 Q1	$20.4K	Buy	125 +19	+18%	+$3.32K	﹤0.01%	789
2025 Q4	$19.2K	Buy	106 +2	+2%	+$363	﹤0.01%	702
2025 Q3	$20.1K	Sell	104 -13	-11%	-$2.53K	﹤0.01%	692
2025 Q2	$23.8K	Buy	117 +10	+9%	+$2.04K	﹤0.01%	662
2025 Q1	$23K	Sell	107 -18	-14%	-$3.91K	﹤0.01%	657
2024 Q4	$27.5K	Buy	125 +20	+19%	+$4.51K	﹤0.01%	628
2024 Q3	$23.7K	Buy	105 +14	+15%	+$3.02K	﹤0.01%	630
2024 Q2	$18.8K	Buy	91 +26	+40%	+$5.03K	﹤0.01%	648
2024 Q1	$12.1K	Hold	65	–	–	﹤0.01%	720
2023 Q4	$12.2K	Buy	+65	New	+$11.3K	﹤0.01%	692
2023 Q3	–	Sell	-155	Closed	-$29.3K	–	282
2023 Q2	$29.3K	Buy	155 +80	+107%	+$14.3K	0.01%	554
2023 Q1	$12.6K	Buy	75 +70	+1,400%	+$11.9K	﹤0.01%	656
2022 Q4	$808	Sell	5 -210	-98%	-$35.7K	﹤0.01%	875
2022 Q3	$40K	Buy	215 +200	+1,333%	+$40.4K	0.01%	414
2022 Q2	$3K	Sell	15 -20	-57%	-$4.33K	﹤0.01%	784
2022 Q1	$9K	Hold	35	–	–	﹤0.01%	688
2021 Q4	$9K	Buy	+35	New	+$8.35K	﹤0.01%	661
2021 Q3	–	Sell	-15	Closed	-$3K	–	402
2021 Q2	$3K	Hold	15	–	–	﹤0.01%	820
2021 Q1	$3K	Buy	+15	New	+$2.62K	﹤0.01%	666

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CVA Family Office's AVB Position: Q2 2026 in Review

CVA Family Office increased its AvalonBay Communities (AVB) stake by 28% in Q2 2026, buying an estimated $6.33K and bringing the position to 160 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

CVA Family Office first reported a position in AVB in Q1 2021 and has held it in 20 quarters since. The position peaked at $40K in Q3 2022. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

CVA Family Office held 160 shares of AvalonBay Communities worth $30.2K as of Q2 2026.
CVA Family Office bought 35 AvalonBay Communities shares in Q2 2026, an estimated $6.33K.
AvalonBay Communities made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #715 holding.
CVA Family Office first reported a position in AvalonBay Communities in Q1 2021 and has held it in 20 quarters since.
CVA Family Office's AvalonBay Communities position peaked at $40K in Q3 2022.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.