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AvalonBay Communities

777 hedge funds and large institutions have $28.6B invested in AvalonBay Communities in 2025 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 294 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 70

12% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 263

2% more funds holding

Funds holding: 762777 (+15)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.65% less ownership

Funds ownership: 94.17%93.52% (-0.65%)

3% less capital invested

Capital invested by funds: $29.5B → $28.6B (-$916M)

61% less call options, than puts

Call options by funds: $18.4M | Put options by funds: $47.5M

Holders
777
Holders Change
+15
Holders Change %
+1.97%
% of All Funds
10.42%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
94
Increased
294
Reduced
263
Closed
70
Calls
$18.4M
Puts
$47.5M
Net Calls
-$29.1M
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
701
Marshall & Sterling Wealth Advisors
New York
$8.16K +$8.25K +38 New
FFO
702
Fortitude Family Office
Arizona
$7.94K
APW
703
Aventura Private Wealth
Florida
$7.51K
NWMP
704
Noble Wealth Management PBC
Colorado
$6.87K
KA
705
Kozak & Associates
Colorado
$6.68K
JFA
706
JNBA Financial Advisors
Minnesota
$6.65K
PWMG
707
Private Wealth Management Group
New Jersey
$6.22K -$1.08K -5 -15%
HWM
708
Hemington Wealth Management
Virginia
$6K -$651 -3 -9%
AW
709
Avion Wealth
Texas
$6K
BWL
710
Bogart Wealth LLC
Virginia
$5.95K +$434 +2 +8%
CIAS
711
CBIZ Investment Advisory Services
Ohio
$5.84K +$5.86K +27 New
CPG
712
Cornerstone Planning Group
New Jersey
$5.78K +$868 +4 +17%
GBT
713
Grove Bank & Trust
Florida
$5.58K
OP
714
ORG Partners
Indiana
$5.58K +$5.64K +26 New
MDA
715
Minot DeBlois Advisors
Massachusetts
$5.37K -$2.17K -10 -29%
FMP
716
Financial Management Professionals
Texas
$5.37K -$651 -3 -11%
CWM
717
Copia Wealth Management
Oregon
$5.37K
MAM
718
Morse Asset Management
Connecticut
$5.15K +$5.21K +24 New
CHC
719
City Holding Co
West Virginia
$4.72K +$4.78K +22 New
GGI
720
Godsey & Gibb Inc
Virginia
$4.51K
SC
721
SouthState Corp
Florida
$4.51K +$4.56K +21 New
NB
722
NBT Bank
New York
$4.29K
HNW
723
High Note Wealth
Minnesota
$4.29K +$217 +1 +5%
GSWM
724
Golden State Wealth Management
California
$4.2K -$651 -3 -14%
DF
725
Dunhill Financial
United Kingdom
$4.18K -$1.52K -7 -27%