AvalonBay Communities
About: AvalonBay Communities owns a portfolio of 295 apartment communities with almost 90,000 units and is developing 20 additional properties with approximately 7,300 units. The company focuses on owning large, high-quality properties in major metropolitan areas of New England, New York/New Jersey, Washington, D.C., California, and the Pacific Northwest.
Employees: 3,039
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
4.0% more ownership
Funds ownership: 88.56% [Q1] → 92.57% (+4.0%) [Q2]
10% more repeat investments, than reductions
Existing positions increased: 291 | Existing positions reduced: 265
1% less capital invested
Capital invested by funds: $27B [Q1] → $26.8B (-$219M) [Q2]
5% less first-time investments, than exits
New positions opened: 87 | Existing positions closed: 92
8% less call options, than puts
Call options by funds: $43.7M | Put options by funds: $47.5M
2% less funds holding
Funds holding: 768 [Q1] → 749 (-19) [Q2]
11% less funds holding in top 10
Funds holding in top 10: 9 [Q1] → 8 (-1) [Q2]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Evercore ISI Group
Steve Sakwa
|
$216
|
In-Line
Maintained
|
15 Sep 2025 |
Truist Securities
Michael Lewis
|
$218
|
Buy
Upgraded
|
11 Sep 2025 |
Wells Fargo
James Feldman
|
$213
|
Overweight
Maintained
|
27 Aug 2025 |
Scotiabank
Nicholas Yulico
|
$226
|
Sector Perform
Maintained
|
14 Aug 2025 |
Mizuho
Vikram Malhorta
|
$199
|
Neutral
Downgraded
|
14 Aug 2025 |
Morgan Stanley
Adam Kramer
|
$225
|
Overweight
Upgraded
|
13 Aug 2025 |
Barclays
Richard Hightower
|
$228
|
Equal-Weight
Maintained
|
12 Aug 2025 |
Piper Sandler
Alexander Goldfarb
|
$200
|
Neutral
Downgraded
|
4 Aug 2025 |
RBC Capital
Brad Heffern
|
$211
|
Sector Perform
Maintained
|
1 Aug 2025 |
UBS
Brent Dilts
|
$216
|
Neutral
Maintained
|
15 Jul 2025 |
Financial journalist opinion
Based on 11 articles about AVB published over the past 30 days