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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AVB holding history

Avalonbay Communities Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVB overviewAll 13F holders of AVBFull Q2 2026 holdings

Shares (Q2 2026)
96,561
Value
$18.2M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AVB by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202696,561$18.2M<0.1%+34,197+54.8%AddedHolders
Q1 202662,364$10.2M<0.1%+18,153+41.1%AddedHolders
Q4 202544,211$8.02M<0.1%+22,924+107.7%AddedHolders
Q3 202521,287$4.11M<0.1%+9,346+78.3%AddedHolders
Q2 202511,941$2.43M<0.1%+1,293+12.1%AddedHolders
Q1 202510,648$2.29M<0.1%+66+0.6%AddedHolders
Q4 202410,582$2.33M<0.1%+1,578+17.5%AddedHolders
Q3 20249,004$2.03M<0.1%+408+4.7%AddedHolders
Q2 20248,596$1.78M<0.1%+1,684+24.4%AddedHolders
Q1 20246,912$1.28M<0.1%+819+13.4%AddedHolders
Q4 20236,093$1.14M<0.1%−824−11.9%ReducedHolders
Q3 20236,917$1.19M<0.1%−3,024−30.4%ReducedHolders
Q2 20239,941$1.88M<0.1%+1,445+17.0%AddedHolders
Q1 20238,496$1.43M<0.1%+1,245+17.2%AddedHolders
Q4 20227,251$1.17M<0.1%−202−2.7%ReducedHolders
Q3 20227,453$1.37M<0.1%+1,614+27.6%AddedHolders
Q2 20225,839$1.13M<0.1%+1,004+20.8%AddedHolders
Q1 20224,835$1.20M<0.1%+121+2.6%AddedHolders
Q4 20214,714$1.19M<0.1%+166+3.6%AddedHolders
Q3 20214,548$1.01M<0.1%+944+26.2%AddedHolders
Q2 20213,604$752.0K<0.1%−511−12.4%ReducedHolders
Q1 20214,115$759.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.