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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 %
NIM
476
NEOS Investment Management
Connecticut
$256K 1,491 +1,491 New
CI
477
Cigna Investments
Connecticut
$256K 1,492 -202 -12%
ACA
478
Atlas Capital Advisors
Wyoming
$253K 1,476 – –
MAM
479
Mystic Asset Management
Rhode Island
$252K 1,465 – –
Carson Wealth (CWM LLC)
480
Carson Wealth (CWM LLC)
Nebraska
$249K 1,453 +225 +18%
FWA
481
FSM Wealth Advisors
Ohio
$248K 1,446 +1,446 New
FAFN
482
First Affirmative Financial Network
Colorado
$245K 1,425 +143 +11%
MNBTD
483
Moody National Bank Trust Division
Texas
$244K 1,421 +42 +3%
MHIC
484
Marble Harbor Investment Counsel
Massachusetts
$240K 1,400 – –
Acadian Asset Management
485
Acadian Asset Management
Massachusetts
$240K 1,401 +713 +104%
MOS
486
MGO One Seven
Ohio
$240K 1,395 -36 -3%
TA
487
Tectonic Advisors
Texas
$240K 1,395 +1,395 New
QCG
488
Quadrant Capital Group
Ohio
$238K 1,386 +108 +8%
WOC
489
West Oak Capital
California
$232K 1,350 – –
LI
490
Lafayette Investments
Maryland
$232K 1,350 – –
BFG
491
Bleakley Financial Group
New Jersey
$231K 1,343 -368 -22%
SS
492
Simplicity Solutions
Minnesota
$231K 1,343 -364 -21%
BP
493
Ballentine Partners
Massachusetts
$230K 1,338 +1,338 New
UCFA
494
United Capital Financial Advisors
Texas
$228K 1,326 -49 -4%
Cambridge Investment Research Advisors
495
Cambridge Investment Research Advisors
Iowa
$226K 1,314 -332 -20%
Los Angeles Capital Management
496
Los Angeles Capital Management
California
$225K 1,308 -100 -7%
HWP
497
Highline Wealth Partners
California
$223K 1,300 – –
DGAM
498
Desjardins Global Asset Management
Quebec, Canada
$223K 1,299 -3,019 -70%
LAIC
499
Lederer & Associates Investment Counsel
California
$221K 1,287 – –
GDP
500
Great Diamond Partners
Maine
$217K 1,263 +1 +0.1%
18 19
20
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