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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
IHWM
651
Iron Horse Wealth Management
Iowa
$22K +$21.1K +103 +2,060%
CFB
652
Cullen/Frost Bankers
Texas
$21.2K +$18K +88 +550%
NSG
653
Nalls Sherbakoff Group
Tennessee
$20.4K
VFM
654
Vision Financial Markets
Connecticut
$20.4K
CT
655
Colonial Trust
South Carolina
$20K +$1.84K +9 +10%
BGAI
656
Bruce G. Allen Investments
Colorado
$19.9K -$204 -1 -1%
GSWM
657
Golden State Wealth Management
California
$19.7K +$15.7K +77 +405%
SSG
658
Summit Securities Group
New York
$19.5K +$19.6K +96 New
FMII
659
Farmers & Merchants Investments Inc
Nebraska
$19.1K
HFS
660
Hughes Financial Services
Virginia
$18.2K
PMFA
661
Plante Moran Financial Advisors
Michigan
$17.7K
TCM
662
TruNorth Capital Management
Michigan
$17.7K
HPC
663
HM Payson & Co
Maine
$17.3K
SO
664
Sierra Ocean
California
$16.4K
MYIA
665
Mount Yale Investment Advisors
Colorado
$15.9K +$16K +78 New
MCM
666
MV Capital Management
Maryland
$15.5K -$409 -2 -3%
GKIM
667
GW&K Investment Management
Massachusetts
$15K -$409 -2 -3%
BCWM
668
Bartlett & Co Wealth Management
Ohio
$15K +$409 +2 +3%
MA
669
Montag & Associates
Georgia
$14.8K
PAS
670
Point72 Asia (Singapore)
Singapore
$14.5K -$106K -517 -88%
BIA
671
Bell Investment Advisors
California
$14K
BFP
672
Briaud Financial Planning
Texas
$12K +$12.7K +62 New
RA
673
Rise Advisors
New York
$11.9K
WTA
674
Washington Trust Advisors
Massachusetts
$11.8K +$2.25K +11 +23%
TPWA
675
Twin Peaks Wealth Advisors
California
$11.4K +$12.5K +61 New

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.