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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 %
CAC
551
Core Alternative Capital
Georgia
$37K 215 – –
MPWT
552
MassMutual Private Wealth & Trust
Connecticut
$35.6K 207 -15 -7%
BFPW
553
BOK Financial Private Wealth
Colorado
$35.5K 205 – –
MHR
554
Matthew Hamilton Rosenberg
$33.5K 195 – –
PPWM
555
PFG Private Wealth Management
Florida
$31.8K 185 -391 -68%
PTC
556
Private Trust Company
Ohio
$31.8K 185 +6 +3%
DMBA
557
Deseret Mutual Benefit Administrators
Utah
$31.6K 184 – –
FFA
558
Farther Finance Advisors
California
$30.4K 177 +33 +23%
CA
559
Clearstead Advisors
Ohio
$29.2K 170 +84 +98%
PPC
560
Park Place Capital
Alabama
$27.8K 162 – –
PFBT
561
Parkside Financial Bank & Trust
Missouri
$27.5K 160 +47 +42%
SC
562
Sawyer & Company
Massachusetts
$27K 158 – –
HI
563
Harbour Investments
Wisconsin
$27K 157 -14 -8%
BCM
564
Blume Capital Management
California
$25.8K 150 – –
PB
565
Pinnacle Bancorp
Nebraska
$25.8K 150 +150 New
GWS
566
Glassman Wealth Services
Virginia
$24.7K 144 +14 +11%
HIA
567
Harbor Investment Advisory
Maryland
$24.2K 141 -93 -40%
OSNBOA
568
Old Second National Bank of Aurora
Illinois
$24K 140 – –
MMG
569
Monetary Management Group
Missouri
$21.5K 125 – –
AAP
570
Arax Advisory Partners
Colorado
$19.4K 113 -13 -10%
GRP
571
Global Retirement Partners
California
$18.3K 109 +22 +25%
NSG
572
Nalls Sherbakoff Group
Tennessee
$17.2K 100 – –
EWA
573
EverSource Wealth Advisors
Alabama
$16.8K 98 -22 -18%
CSWM
574
Cassady Schiller Wealth Management
Ohio
$16.7K 97 – –
OA
575
Operose Advisors
Wisconsin
$16.7K 97 +97 New
21 22
23
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