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AvalonBay Communities

743 hedge funds and large institutions have $20.5B invested in AvalonBay Communities in 2026 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 242 increasing their positions, 284 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 102

1% less funds holding

Funds holding: 748743 (-5)

7.7% less ownership

Funds ownership: 97.2%89.5% (-7.7%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

15% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 284

18% less capital invested

Capital invested by funds: $24.9B → $20.5B (-$4.37B)

21% less call options, than puts

Call options by funds: $43.6M | Put options by funds: $55.4M

Holders
743
Holders Change
-5
Holders Change %
-0.67%
% of All Funds
9.15%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.1%
New
112
Increased
242
Reduced
284
Closed
102
Calls
$43.6M
Puts
$55.4M
Net Calls
-$11.7M
Net Calls Change
-$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
701
Transamerica Financial Advisors
Florida
$1.68K -$3.32K -19 -66%
TBFA
702
Three Bearings Fiduciary Advisors
New Hampshire
$1.65K
AP
703
Aspect Partners
Virginia
$1.63K -$524 -3 -23%
AFG
704
Albion Financial Group
Utah
$1.63K +$699 +4 +67%
CCWM
705
Cassaday & Co Wealth Management
Virginia
$1.63K +$1.75K +10 New
HHCP
706
Hilton Head Capital Partners
South Carolina
$1.31K
LWM
707
Lodestone Wealth Management
Washington
$1.19K
CTC
708
Central Trust Company
Missouri
$1.14K
RFP
709
Root Financial Partners
California
$1.14K -$4.54K -26 -79%
CFD
710
Creative Financial Designs
Indiana
$1.14K -$349 -2 -22%
CMA
711
Cedar Mountain Advisors
Oregon
$1.14K
DF
712
Dunhill Financial
United Kingdom
$1.13K -$1.57K -9 -60%
SEP
713
Signature Equity Partners
Ohio
$1K
NWM
714
Navigoe Wealth Management
California
$1K
JFGIW
715
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$991
FHC
716
First Horizon Corporation
Tennessee
$980 -$1.4K -8 -57%
VWA
717
Valued Wealth Advisors
Utah
$826
NSIM
718
North Star Investment Management
Illinois
$817 -$1.75K -10 -67%
DWP
719
Destiny Wealth Partners
Florida
$817 +$874 +5 New
TWD
720
True Wealth Design
Ohio
$817 +$874 +5 New
FMP
721
Financial Management Professionals
Texas
$661 -$3.32K -19 -83%
TFM
722
TFC Financial Management
Massachusetts
$654 -$1.05K -6 -60%
SC
723
SouthState Corp
Florida
$654 -$349 -2 -33%
ACA
724
American Capital Advisory
Idaho
$654 +$175 +1 +33%
WA
725
Whipplewood Advisors
Colorado
$653 -$26.2K -150 -97%