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AVB

AvalonBay Communities
AVB

Delisted

AVB was delisted on the 14th of August, 2026.

710 hedge funds and large institutions have $24.9B invested in AvalonBay Communities in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 243 increasing their positions, 247 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 45

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

10% more funds holding

Funds holding: 646710 (+64)

10% more capital invested

Capital invested by funds: $22.7B → $24.9B (+$2.24B)

0.87% more ownership

Funds ownership: 92.84%93.7% (+0.87%)

2% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 247

46% less call options, than puts

Call options by funds: $63.3M | Put options by funds: $117M

Holders
710
Holders Change
+64
Holders Change %
+9.91%
% of All Funds
10.34%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
118
Increased
243
Reduced
247
Closed
45
Calls
$63.3M
Puts
$117M
Net Calls
-$53.4M
Net Calls Change
-$9.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
651
JFS Wealth Advisors
Pennsylvania
$6.93K
FFO
652
Fortitude Family Office
Arizona
$6.93K +$6.46K +37 New
WTC
653
WhitTier Trust Company
Nevada
$6.55K +$523 +3 +9%
PWMG
654
Private Wealth Management Group
New Jersey
$6.37K +$5.93K +34 New
EC
655
EdgeRock Capital
Colorado
$6.3K +$6.28K +36 New
ADL
656
Asset Dedication LLC
California
$6K +$5.41K +31 New
IGWM
657
ICA Group Wealth Management
Colorado
$5.62K +$5.23K +30 New
RWM
658
Raffa Wealth Management
District of Columbia
$5.43K
HF
659
Halpern Financial
Virginia
$4.77K -$8.72K -50 -66%
FCA
660
FinTrust Capital Advisors
South Carolina
$4.68K +$2.62K +15 +150%
JPWM
661
Jamison Private Wealth Management
Georgia
$4.64K
TH
662
TCTC Holdings
Texas
$4.31K
PVH
663
Psagot Value Holdings
Israel
$4K +$3.49K +20 New
TVAMP
664
Tennessee Valley Asset Management Partners
Tennessee
$3.97K +$3.66K +21 New
VAG
665
VisionPoint Advisory Group
Texas
$3.93K +$3.66K +21 New
CHA
666
Carmichael Hill & Associates
Maryland
$3.75K
RTL
667
Red Tortoise LLC
Georgia
$3.56K -$3.14K -18 -49%
Jones Financial Companies
668
Jones Financial Companies
Missouri
$3.37K +$3.14K +18 New
WT
669
Washington Trust
Rhode Island
$3.37K +$3.14K +18 New
AWM
670
Abound Wealth Management
Tennessee
$3.19K
AP
671
Aspect Partners
Virginia
$3K +$2.79K +16 New
TCWA
672
Turtle Creek Wealth Advisors
Texas
$2.81K +$2.62K +15 New
CP
673
Castleview Partners
Texas
$2.62K -$37.7K -216 -94%
FHA
674
First Horizon Advisors
Tennessee
$2.62K
EC
675
EntryPoint Capital
New York
$2.62K +$2.44K +14 New

AVB Hedge Fund Activity: Q4 2023 in Review

710 of the 6,865 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2023, worth a combined $24.9B — up 9.9% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new AVB positions and 45 closed out — a net gain of 73 holders — while 243 added to existing stakes and 247 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $228M. The largest seller was Echo Street Capital Management, exiting entirely with an estimated $231M sold.

  • 710 institutional investors held AvalonBay Communities (AVB) as of Q4 2023, up from 646 in Q3 2023.
  • Funds reported $24.9B of AvalonBay Communities stock for Q4 2023, up 9.9% quarter-over-quarter.
  • 118 funds opened new AvalonBay Communities positions in Q4 2023 and 45 closed out, a net change of +73 holders.
  • The largest AvalonBay Communities buyer in Q4 2023 was Morgan Stanley, an estimated $228M added.
  • The largest AvalonBay Communities seller in Q4 2023 was Echo Street Capital Management, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2023.