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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 %
FMP
601
Financial Management Professionals
Texas
$7K 42 – –
NL
602
NVWM LLC
Pennsylvania
$6.94K 40 – –
RA
603
Rise Advisors
New York
$6.54K 38 -6 -14%
GPI
604
General Partner Inc
Pennsylvania
$6.53K 38 – –
JWA
605
JFS Wealth Advisors
Pennsylvania
$6.36K 37 -68 -65%
RTL
606
Red Tortoise LLC
Georgia
$6.35K 37 +37 New
NIC
607
Northwest Investment Counselors
Oregon
$6.18K 36 – –
CAL
608
Capital Advisors Ltd
Ohio
$6K 36 -5 -12%
WTC
609
WhitTier Trust Company
Nevada
$5.5K 32 +7 +28%
NFSG
610
Newbridge Financial Services Group
Florida
$5.15K 30 – –
DWA
611
Delos Wealth Advisors
Texas
$5.15K 28 – –
NS
612
NBC Securities
Alabama
$5K 34 +34 New
JPWM
613
Jamison Private Wealth Management
Georgia
$4.22K 25 +25 New
TH
614
TCTC Holdings
Texas
$3.95K 23 +23 New
BF
615
BOK Financial
Oklahoma
$3.65K 22 +2 +10%
SCA
616
Stonebridge Capital Advisors
Minnesota
$3.61K 21 – –
CHA
617
Carmichael Hill & Associates
Maryland
$3.44K 20 – –
AW
618
Avion Wealth
Texas
$3K 18 – –
AWM
619
Abound Wealth Management
Tennessee
$2.92K 17 – –
CPG
620
Cornerstone Planning Group
New Jersey
$2.75K 16 – –
FHA
621
First Horizon Advisors
Tennessee
$2.4K 14 – –
CSPIA
622
Cary Street Partners Investment Advisory
Virginia
$2.06K 12 +12 New
PCTC
623
Perkins Coie Trust Company
Washington
$2.06K 12 +12 New
HBW
624
Hazlett, Burt & Watson
West Virginia
$2K 9 +9 New
BWL
625
Bogart Wealth LLC
Virginia
$1.91K 11 +11 New
23 24
25
26 27