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AvalonBay Communities

763 hedge funds and large institutions have $26.9B invested in AvalonBay Communities in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 299 increasing their positions, 267 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 267

0.73% less ownership

Funds ownership: 93.52%92.79% (-0.73%)

4% less first-time investments, than exits

New positions opened: 88 | 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: 777763 (-14)

6% less capital invested

Capital invested by funds: $28.6B → $26.9B (-$1.67B)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
763
Holders Change
-14
Holders Change %
-1.8%
% of All Funds
10.05%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
88
Increased
299
Reduced
267
Closed
92
Calls
$43.7M
Puts
$47.5M
Net Calls
-$3.82M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
476
Prestige Wealth Management Group
New Jersey
$425K -$4.5K -22 -1%
EI
477
Ellevest Inc
New York
$415K -$9K -44 -2%
AC
478
AlphaCore Capital
California
$411K -$2.25K -11 -0.5%
AG
479
Ascent Group
Virginia
$410K +$412K +2,014 New
Lazard Asset Management
480
Lazard Asset Management
New York
$407K -$1.64K -8 -0.4%
SACTSONJ
481
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$407K
WCM
482
Winebrenner Capital Management
Kentucky
$407K
BP
483
Ballentine Partners
Massachusetts
$402K -$133K -652 -25%
ECM
484
Evergreen Capital Management
Washington
$386K +$409 +2 +0.1%
FT
485
Fiduciary Trust
Massachusetts
$385K -$71.2K -348 -16%
DFCM
486
Dark Forest Capital Management
Puerto Rico
$384K +$386K +1,887 New
S
487
SignatureFD
Georgia
$384K +$64K +313 +20%
GIM
488
Glenmede Investment Management
Pennsylvania
$381K +$383K +1,874 New
PA
489
Profund Advisors
Maryland
$379K -$6.54K -32 -2%
FFG
490
Fiduciary Financial Group
California
$378K +$381K +1,861 New
GSEP
491
Golden State Equity Partners
California
$377K +$39.7K +194 +12%
ICP
492
Interchange Capital Partners
Pennsylvania
$374K +$1.02K +5 +0.3%
HRES
493
Heitman Real Estate Securities
Illinois
$370K -$64.4M -314,826 -99%
EFG
494
Everhart Financial Group
Ohio
$365K -$99K -484 -21%
IC
495
IEQ Capital
California
$351K -$984K -4,811 -74%
LCWP
496
Legacy Capital Wealth Partners
Arkansas
$348K +$59.7K +292 +21%
PSF
497
Pacific Sun Financial
California
$348K +$104K +511 +43%
B
498
Bailard
California
$348K +$22.1K +108 +7%
GCP
499
GSA Capital Partners
United Kingdom
$342K +$344K +1,680 New
HWM
500
HB Wealth Management
Georgia
$336K -$31.5K -154 -9%

AVB Hedge Fund Activity: Q2 2025 in Review

763 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q2 2025, worth a combined $26.9B — down 5.8% from $28.6B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of AVB and 88 opened new positions — a net loss of 4 holders — while 267 trimmed existing stakes and 299 added.

The largest buyer was Invesco, adding an estimated $219M. The largest seller was Cohen & Steers, cutting an estimated $416M.

  • 763 institutional investors held AvalonBay Communities (AVB) as of Q2 2025, down from 777 in Q1 2025.
  • Funds reported $26.9B of AvalonBay Communities stock for Q2 2025, down 5.8% quarter-over-quarter.
  • 88 funds opened new AvalonBay Communities positions in Q2 2025 and 92 closed out, a net change of -4 holders.
  • The largest AvalonBay Communities buyer in Q2 2025 was Invesco, an estimated $219M added.
  • The largest AvalonBay Communities seller in Q2 2025 was Cohen & Steers, an estimated $416M sold.

Based on aggregated 13F filings for Q2 2025.