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AvalonBay Communities
AVB

762 hedge funds and large institutions have $29.5B invested in AvalonBay Communities in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 279 increasing their positions, 269 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 64

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

3% more funds holding

Funds holding: 737 → 762 (+25)

1.2% more ownership

Funds ownership: 92.97% → 94.17% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 269

1% less capital invested

Capital invested by funds: $29.7B → $29.5B (-$251M)

36% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $26.1M

Holders
762
Holders Change
+25
Holders Change %
+3.39%
% of All Funds
10.04%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
102
Increased
279
Reduced
269
Closed
64
Calls
$16.6M
Puts
$26.1M
Net Calls
-$9.48M
Net Calls Change
+$22.2M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$302M
2
Northern Trust
Northern Trust
Illinois
+$211M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$187M
4
Cohen & Steers
Cohen & Steers
New York
+$144M
5
BlackRock
BlackRock
New York
+$78.5M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$140M
2
JP Morgan Chase
JP Morgan Chase
New York
-$88M
3
PAM
Panagora Asset Management
Massachusetts
-$66.5M
4
LIMS
Lasalle Investment Management Securities
Maryland
-$44.7M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
726
First Horizon Advisors
Tennessee
$3.08K – – –
LIS
727
Legacy Investment Solutions
Idaho
$2.86K +$2.94K +13 New
LWMI
728
Legacy Wealth Management (Idaho)
Idaho
$2.86K +$2.94K +13 New
HWA
729
HHM Wealth Advisors
Tennessee
$2.86K +$2.94K +13 New
CFB
730
Cullen/Frost Bankers
Texas
$2.64K – – –
CF
731
Conquis Financial
California
$2.44K +$2.48K +11 New
PWA
732
Physician Wealth Advisors
Utah
$2.2K +$2.26K +10 New
HBW
733
Hazlett, Burt & Watson
West Virginia
$2K – – –
CWP
734
Clark Wealth Partners
Illinois
$1.76K +$1.81K +8 New
SN
735
Sittner & Nelson
Oregon
$1.76K +$1.81K +8 New
CFD
736
Creative Financial Designs
Indiana
$1.54K – – –
TFM
737
TFC Financial Management
Massachusetts
$1.54K – – –
CSWM
738
Cassady Schiller Wealth Management
Ohio
$1.54K +$1.58K +7 New
GJIA
739
Glass Jacobson Investment Advisors
Maryland
$1.54K +$1.58K +7 New
NL
740
NVWM LLC
Pennsylvania
$1.32K – – –
AFG
741
Albion Financial Group
Utah
$1.32K +$1.35K +6 New
CIA
742
Cape Investment Advisory
Georgia
$1.32K +$1.35K +6 New
WA
743
WPG Advisers
Maryland
$1.32K +$1.35K +6 New
VWA
744
Valued Wealth Advisors
Utah
$1.11K – – –
AF
745
Advisornet Financial
Minnesota
$1.1K -$903 -4 -44%
TCA
746
Trifecta Capital Advisors
Illinois
$1.1K – – –
CAL
747
Capital Advisors Ltd
Ohio
$1K – – –
TFA
748
Transamerica Financial Advisors
Florida
$1K – – –
PWA
749
Principia Wealth Advisory
Texas
$880 +$903 +4 New
1IA
750
1620 Investment Advisors
Massachusetts
$856 – – –
28 29
30
31 32

AVB Hedge Fund Activity: Q4 2024 in Review

762 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2024, worth a combined $29.5B — down 0.85% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new AVB positions and 64 closed out — a net gain of 38 holders — while 279 added to existing stakes and 269 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $302M. The largest seller was Citadel Advisors, cutting an estimated $140M.

  • 762 institutional investors held AvalonBay Communities (AVB) as of Q4 2024, up from 737 in Q3 2024.
  • Funds reported $29.5B of AvalonBay Communities stock for Q4 2024, down 0.85% quarter-over-quarter.
  • 102 funds opened new AvalonBay Communities positions in Q4 2024 and 64 closed out, a net change of +38 holders.
  • The largest AvalonBay Communities buyer in Q4 2024 was T. Rowe Price Associates, an estimated $302M added.
  • The largest AvalonBay Communities seller in Q4 2024 was Citadel Advisors, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2024.