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
2020 Q4	–	Sell	-200,000	Closed	-$29.9M	–	36
2020 Q3	$29.9M	Buy	+200,000	New	+$30.6M	1.14%	31

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

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.