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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
TCOV
676
Trust Company of Vermont
Vermont
$2.43K +$2.27K +13 New
CPG
677
Cornerstone Planning Group
New Jersey
$2.25K -$698 -4 -25%
CAS
678
Coppell Advisory Solutions
Texas
$2.25K +$2.09K +12 New
BWL
679
Bogart Wealth LLC
Virginia
$2.11K
MRCM
680
M&R Capital Management
New Jersey
$2.06K +$1.92K +11 New
RIL
681
Rothschild Investment LLC
Illinois
$2.06K +$1.92K +11 New
NS
682
NBC Securities
Alabama
$2K -$3.14K -18 -53%
AW
683
Avion Wealth
Texas
$2K -$1.05K -6 -33%
HBW
684
Hazlett, Burt & Watson
West Virginia
$2K
CFB
685
Cullen/Frost Bankers
Texas
$1.87K
RCM
686
Raleigh Capital Management
North Carolina
$1.87K +$1.75K +10 New
VCM
687
Versant Capital Management
Arizona
$1.69K +$698 +4 +80%
AA
688
Ancora Advisors
Ohio
$1.64K
DF
689
Dunhill Financial
United Kingdom
$1.58K +$1.4K +8 New
MSWM
690
McGlone Suttner Wealth Management
Wisconsin
$1.32K +$1.22K +7 New
CFD
691
Creative Financial Designs
Indiana
$1.31K
SWM
692
Sanctuary Wealth Management
Idaho
$1.31K
T
693
Tidemark
California
$1.31K +$1.22K +7 New
W
694
WealthCollab
Washington
$1.31K +$1.22K +7 New
HDIM
695
Hanson & Doremus Investment Management
Vermont
$1K +$523 +3 New
LIWM
696
Long Island Wealth Management
New York
$1K +$872 +5 New
VNA
697
Valley National Advisers
Pennsylvania
$1K +$1.22K +7 New
ODG
698
O'Dell Group
Ohio
$945 +$872 +5 New
TCA
699
Trifecta Capital Advisors
Illinois
$937
PCMC
700
Planning Capital Management Corporation
Pennsylvania
$937 +$872 +5 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.