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AvalonBay Communities
AVB

Overview Fund Activity

640 hedge funds and large institutions have $22.6B invested in AvalonBay Communities in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 68 closing their positions.

Holders
640
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
10.21%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
75
Increased
255
Reduced
197
Closed
68
Calls
$61.5M
Puts
$105M
Net Calls
-$43.8M
Net Calls Change
-$37.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$962M
2
Macquarie Group
2
Macquarie Group
Australia
$77.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$395M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$84M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$54.6M

Top Sellers

1
DCP
1
D1 Capital Partners
New York
$0
2
Invesco
2
Invesco
Georgia
$304M
3
State Street
3
State Street
Massachusetts
$1.65B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$823M
5
HRES
5
Heitman Real Estate Securities
Illinois
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
RC
426
Roundview Capital
New Jersey
$404K 2,354 – –
FPAS
427
Focus Partners Advisor Solutions
Missouri
$400K 2,328 +983 +73%
WI
428
Wintrust Investments
Illinois
$390K 2,273 +43 +2%
SCM
429
Schnieders Capital Management
California
$382K 2,226 -1,300 -37%
EI
430
Ellevest Inc
New York
$382K 2,223 -309 -12%
NRD
431
Nebula Research & Development
New York
$378K 2,203 +2,203 New
CA
432
Commerzbank Aktiengesellschaft
Germany
$378K 2,201 – –
WPI
433
Walter Public Investments
Canada
$378K 2,200 – –
AWM
434
Axxcess Wealth Management
California
$371K 2,161 -92 -4%
SI
435
Stephens Inc
Arkansas
$369K 2,150 -116 -5%
FT
436
Fiduciary Trust
Massachusetts
$369K 2,149 -242 -10%
OSAM
437
O'Shaughnessy Asset Management
Connecticut
$366K 2,129 +411 +24%
CS
438
Capital Square
Tennessee
$362K 2,062 +33 +2%
SFI
439
Siemens Fonds Invest
Germany
$361K 2,101 +932 +80%
PA
440
Profund Advisors
Maryland
$359K 2,090 -56 -3%
FMAEN1
441
Fund Management at Engine No 1
California
$349K 2,031 +182 +10%
DT
442
Diversified Trust
Tennessee
$346K 2,017 +2,017 New
SACTSONJ
443
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$343K 2,000 – –
EWM
444
EPG Wealth Management
Georgia
$343K 2,000 +205 +11%
Capstone Investment Advisors
445
Capstone Investment Advisors
New York
$341K 1,985 +1,985 New
MAS
446
Meeder Advisory Services
Ohio
$333K 1,939 -214 -10%
VFA
447
Valeo Financial Advisors
Indiana
$330K 1,920 +13 +0.7%
LWM
448
LJI Wealth Management
Indiana
$330K 1,919 – –
IC
449
IEQ Capital
California
$328K 1,909 +749 +65%
RJT
450
Raymond James Trust
Florida
$324K 1,889 -136 -7%
16 17
18
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