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 Q2	–	Sell	-221,344	Closed	-$36.2M	–	1024
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 $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

Freestone Grove Partners's AVB Position: Q2 2026 in Review

Freestone Grove Partners sold out of AvalonBay Communities (AVB) in Q2 2026, closing a stake of 221,344 shares — an estimated $36.2M sold.

Freestone Grove Partners first reported a position in AVB in Q1 2025 and held it in 4 quarters. The position peaked at $36.2M in Q1 2026. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Freestone Grove Partners reported no remaining AvalonBay Communities position as of Q2 2026 after selling out during the quarter.
Freestone Grove Partners sold 221,344 AvalonBay Communities shares in Q2 2026, an estimated $36.2M.
Freestone Grove Partners first reported a position in AvalonBay Communities in Q1 2025 and held it in 4 quarters.
Freestone Grove Partners's AvalonBay Communities position peaked at $36.2M in Q1 2026.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.