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Long Pond Capital’s AvalonBay Communities AVB Stock Holding History

Long Pond Capital’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 		– Sell
-140,000
Closed -$25.4M – 35
2025
Q4 		$25.4M Buy
+140,000
New +$25.4M 2.98% 15
2023
Q2 		– Sell
-702,039
Closed -$118M – 31
2023
Q1 		$118M Sell
702,039
-65,785
-9% -$11.2M 6.33% 4
2022
Q4 		$124M Buy
767,824
+552,042
+256% +$94M 7.59% 2
2022
Q3 		$39.7M Sell
215,782
-162,707
-43% -$32.8M 2.33% 19
2022
Q2 		$73.5M Buy
+378,489
New +$82M 3.64% 9
2021
Q3 		– Sell
-73,387
Closed -$15.3M – 38
2021
Q2 		$15.3M Sell
73,387
-352,502
-83% -$70.5M 0.53% 35
2021
Q1 		$78.6M Sell
425,889
-1,302,194
-75% -$228M 2.68% 14
2020
Q4 		$277M Buy
1,728,083
+402,970
+30% +$64.1M 9.26% 2
2020
Q3 		$198M Buy
1,325,113
+441,505
+50% +$67.6M 7.59% 2
2020
Q2 		$137M Buy
883,608
+658,233
+292% +$104M 5.39% 3
2020
Q1 		$33.2M Buy
+225,375
New +$45.4M 1.7% 20
2018
Q4 		– Sell
-148,609
Closed -$26.9M – 34
2018
Q3 		$26.9M Sell
148,609
-616,047
-81% -$110M 0.7% 32
2018
Q2 		$131M Buy
764,656
+317,360
+71% +$52.4M 2.9% 11
2018
Q1 		$73.6M Buy
447,296
+304,838
+214% +$50M 1.87% 20
2017
Q4 		$25.4M Buy
+142,458
New +$25.9M 0.72% 23
2017
Q1 		– Sell
-292,492
Closed -$51.8M – 27
2016
Q4 		$51.8M Buy
+292,492
New +$49.3M 2.43% 13
2014
Q1 		– Sell
-211,000
Closed -$24.9M – 29
2013
Q4 		$24.9M Buy
+211,000
New +$26M 2.4% 14

Other funds holding AVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Long Pond Capital's AVB Position: Q1 2026 in Review

Long Pond Capital sold out of AvalonBay Communities (AVB) in Q1 2026, closing a stake of 140,000 shares — an estimated $25.4M sold.

Long Pond Capital first reported a position in AVB in Q4 2013 and held it in 17 quarters. The position peaked at $277M in Q4 2020. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • Long Pond Capital reported no remaining AvalonBay Communities position as of Q1 2026 after selling out during the quarter.
  • Long Pond Capital sold 140,000 AvalonBay Communities shares in Q1 2026, an estimated $25.4M.
  • Long Pond Capital first reported a position in AvalonBay Communities in Q4 2013 and held it in 17 quarters.
  • Long Pond Capital's AvalonBay Communities position peaked at $277M in Q4 2020.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

Based on Long Pond Capital's 13F filing for Q1 2026, filed 14 May 2026.