Freestone Grove Partners’s AvalonBay Communities AVB Stock Holding History

Freestone Grove Partners’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	$36.2M	Buy	+221,344	New	+$38.7M	0.26%	133
2025 Q4	–	Sell	-104,519	Closed	-$20.2M	–	734
2025 Q3	$20.2M	Buy	104,519 +65,940	+171%	+$12.8M	0.15%	212
2025 Q2	$7.85M	Buy	38,579 +36,851	+2,133%	+$7.54M	0.06%	300
2025 Q1	$371K	Buy	+1,728	New	+$375K	﹤0.01%	446

Other funds holding AVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freestone Grove Partners's AVB Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in AvalonBay Communities (AVB) in Q1 2026: 221,344 shares worth $36.2M. The stake represents 0.26% of the portfolio and ranks #133 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in AVB as recently as Q3 2025.

Freestone Grove Partners first reported a position in AVB in Q1 2025 and has held it in 4 quarters since. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

Freestone Grove Partners held 221,344 shares of AvalonBay Communities worth $36.2M as of Q1 2026.
AvalonBay Communities was a new Freestone Grove Partners position in Q1 2026.
AvalonBay Communities made up 0.26% of Freestone Grove Partners's portfolio in Q1 2026, its #133 holding.
Freestone Grove Partners first reported a position in AvalonBay Communities in Q1 2025 and has held it in 4 quarters since.
743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.