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AvalonBay Communities shares owned by Caldwell Trust

Quarter-by-quarter ownership of AvalonBay Communities (AVB) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in AvalonBay Communities

Tip: Access up to 7 years of quarterly data

All positions including AvalonBay Communities held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AvalonBay Communities by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $636k 3.3k 193.17

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Caldwell Trust

Top funds holding AvalonBay Communities

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Principal Financial Group
Geode Capital Management
Charles Schwab Investment Management
Northern Trust
Invesco
ClearBridge Advisors
Legal & General Group
Dimensional Fund Advisors
Ameriprise Financial
Morgan Stanley
Canada Pension Plan Investment Board

View all funds holding AvalonBay Communities