Skip to main content
Livermore
Livermore
ZHEN

Avalonbay Communities Inc

AVBDelisted Aug 17, 2026
Industry
Real Estate Investment Trusts
SEC CIK
0000915912

Avalonbay Communities Inc was delisted on Aug 17, 2026; its insiders filed their last Form 4 on Aug 17, 2026; 757 institutions reported holding it in 13F filings for Q2 2026, worth $24.9B in total; Viking Global Investors was the only superinvestor holding it.

13F holders, Q4 2023

Institutional positions in Avalonbay Communities Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
712
+73 vs. Q3 2023
Shares held
131.6M
+29.4K (0.0%) vs. Q3 2023
Total value
$24.6B
+$2.01B (+8.9%) vs. Q3 2023
New holders
118
242 more added
Sold out
45
247 more reduced

9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AVB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 712 institutions
Q1 2021: 572 institutionsQ2 2021: 555 institutionsQ3 2021: 592 institutionsQ4 2021: 647 institutionsQ1 2022: 647 institutionsQ2 2022: 630 institutionsQ3 2022: 649 institutionsQ4 2022: 635 institutionsQ1 2023: 637 institutionsQ2 2023: 643 institutionsQ3 2023: 648 institutionsQ4 2023: 712 institutionsQ1 2024: 704 institutionsQ2 2024: 714 institutionsQ3 2024: 741 institutionsQ4 2024: 763 institutionsQ1 2025: 778 institutionsQ2 2025: 764 institutionsQ3 2025: 742 institutionsQ4 2025: 750 institutionsQ1 2026: 747 institutionsQ2 2026: 757 institutions
Value heldQ4 2023: $24.6B
Q1 2021: $23.2BQ2 2021: $26.9BQ3 2021: $28.1BQ4 2021: $32.2BQ1 2022: $31.7BQ2 2022: $25.0BQ3 2022: $23.7BQ4 2022: $20.6BQ1 2023: $22.1BQ2 2023: $25.1BQ3 2023: $22.7BQ4 2023: $24.6BQ1 2024: $24.0BQ2 2024: $26.6BQ3 2024: $29.7BQ4 2024: $29.5BQ1 2025: $28.5BQ2 2025: $26.9BQ3 2025: $24.2BQ4 2025: $24.9BQ1 2026: $20.5BQ2 2026: $24.9B
Institutions holding AVB and their total value by quarter
QuarterHoldersValue
Q2 2026757$24.9B
Q1 2026747$20.5B
Q4 2025750$24.9B
Q3 2025742$24.2B
Q2 2025764$26.9B
Q1 2025778$28.5B
Q4 2024763$29.5B
Q3 2024741$29.7B
Q2 2024714$26.6B
Q1 2024704$24.0B
Q4 2023712$24.6B
Q3 2023648$22.7B
Q2 2023643$25.1B
Q1 2023637$22.1B
Q4 2022635$20.6B
Q3 2022649$23.7B
Q2 2022630$25.0B
Q1 2022647$31.7B
Q4 2021647$32.2B
Q3 2021592$28.1B
Q2 2021555$26.9B
Q1 2021572$23.2B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Avalonbay Communities Inc; share changes are against Q3 2023.

Institutions holding AVB in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC1$00.00%−35−97.2%Reduced
Dogwood Wealth Management LLC0$30.00%0New
Sofos Investments, Inc.1$3030.00%00.0%Unchanged
Evermay Wealth Management LLC2$3750.00%+2New
Hexagon Capital Partners LLC3$3980.00%+1+50.0%Added
TFC Financial Management3$5620.00%00.0%Unchanged
SOA Wealth Advisors, LLC.3$5620.00%00.0%Unchanged
AdvisorNet Financial, Inc3$5620.00%+3New
Sachetta, LLC3$5670.00%+3New
Bokf, NA4$7480.00%−18−81.8%Reduced
Trifecta Capital Advisors, LLC5$9370.00%00.0%Unchanged
Robbins Farley LLC5$9370.00%+5New
Planning Capital Management Corp5$9370.00%+5New
O'Dell Group, LLC5$9450.00%+5New
Valley National Advisers Inc7$1.00K0.00%+7New
Hanson & Doremus Investment Management3$1.00K0.00%+3New
Long Island Wealth Management, Inc.5$1.00K0.00%+5New
Creative Financial Designs Inc7$1.31K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.7$1.31K0.00%00.0%Unchanged
Tidemark, LLC7$1.31K0.00%+7New
WealthCollab, LLC7$1.31K0.00%+7New
McGlone Suttner Wealth Management, Inc.7$1.32K0.00%+7New
Dunhill Financial, LLC8$1.58K0.00%+8New
Ancora Advisors, LLC9$1.64K0.00%00.0%Unchanged
Versant Capital Management, Inc9$1.69K0.00%+4+80.0%Added
Cullen/Frost Bankers, Inc.10$1.87K0.00%00.0%Unchanged
Raleigh Capital Management Inc.10$1.87K0.00%+10New
NBC Securities, Inc.16$2.00K0.00%−18−52.9%Reduced
Avion Wealth12$2.00K0.00%−6−33.3%Reduced
Hazlett, Burt & Watson, Inc.9$2.00K0.00%00.0%Unchanged
Rothschild Investment LLC11$2.06K0.00%+11New
M&R Capital Management Inc11$2.06K0.00%+11New
Bogart Wealth, LLC11$2.11K0.00%00.0%Unchanged
Cornerstone Planning Group LLC12$2.25K0.00%−4−25.0%Reduced
Coppell Advisory Solutions LLC12$2.25K0.00%+12New
Trust Co of Vermont13$2.43K0.00%+13New
Castleview Partners, LLC14$2.62K0.00%−216−93.9%Reduced
First Horizon Advisors, Inc.14$2.62K0.00%00.0%Unchanged
EntryPoint Capital, LLC14$2.62K0.00%+14New
Turtle Creek Wealth Advisors, LLC15$2.81K0.00%+15New
Aspect Partners, LLC16$3.00K0.00%+16New
Abound Wealth Management17$3.19K0.00%00.0%Unchanged
Jones Financial Companies LLLP18$3.37K0.00%+18New
Washington Trust Co18$3.37K0.00%+18New
Red Tortoise LLC19$3.56K0.00%−18−48.6%Reduced
Carmichael Hill & Associates, Inc.20$3.75K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC21$3.93K0.00%+21New
Tennessee Valley Asset Management Partners21$3.97K0.00%+21New
Psagot Value Holdings Ltd. / (Israel)20$4.00K0.00%+20New
TCTC Holdings, LLC23$4.31K0.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.25$4.64K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC25$4.68K0.00%+15+150.0%Added
Halpern Financial, Inc.26$4.77K0.00%−50−65.8%Reduced
Raffa Wealth Management, LLC29$5.43K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC30$5.62K0.00%+30New
Asset Dedication, LLC31$6.00K0.00%+31New
EdgeRock Capital LLC36$6.30K0.00%+36New
Private Wealth Management Group, LLC34$6.37K0.00%+34New
Whittier Trust Co of Nevada Inc35$6.55K0.00%+3+9.4%Added
Fortitude Family Office, LLC37$6.93K0.01%+37New
JFS Wealth Advisors, LLC37$6.93K0.00%00.0%Unchanged
VitalStone Financial, LLC38$7.00K0.01%+38New
Rise Advisors, LLC38$7.08K0.00%00.0%Unchanged
General Partner, Inc.38$7.11K0.01%00.0%Unchanged
NVWM, LLC40$7.55K0.00%00.0%Unchanged
Financial Management Professionals, Inc.42$8.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.47$8.80K0.00%+3+6.8%Added
GW&K Investment Management, LLC49$9.00K0.00%−9−15.5%Reduced
Byrne Asset Management LLC50$9.47K0.01%00.0%Unchanged
Cambridge Trust Co52$9.73K0.00%+52New
Centerpoint Advisors, LLC56$10.0K0.00%00.0%Unchanged
Smithfield Trust Co52$10.0K0.00%00.0%Unchanged
Montag A & Associates Inc53$10.0K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC54$10.1K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc55$10.3K0.00%+55New
Annis Gardner Whiting Capital Advisors, LLC56$10.6K0.00%00.0%Unchanged
IFP Advisors, Inc62$11.6K0.00%−1−1.6%Reduced
Colonial Trust Advisors62$11.6K0.00%+1+1.6%Added
Proequities, Inc.64$12.1K0.00%−11−14.7%Reduced
Global Financial Private Client, LLC65$12.2K0.01%00.0%Unchanged
CVA Family Office, LLC65$12.2K0.00%+65New
Colonial Trust Co67$12.6K0.00%−24−26.4%Reduced
Bell Investment Advisors, Inc72$13.5K0.00%−6−7.7%Reduced
MV Capital Management, Inc.72$13.5K0.00%−4−5.3%Reduced
Plante Moran Financial Advisors, LLC87$16.3K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC88$16.5K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc94$17.6K0.00%00.0%Unchanged
Operose Advisors LLC97$18.2K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC98$18.3K0.00%00.0%Unchanged
Clearstead Advisors, LLC98$18.3K0.00%+13+15.3%Added
Nalls Sherbakoff Group, LLC100$18.7K0.02%00.0%Unchanged
Headlands Technologies LLC100$18.7K0.01%+100New
Bruce G. Allen Investments, LLC100$18.7K0.02%+100New
Quarry LP105$19.7K0.01%+105New
Global Retirement Partners, LLC116$20.9K0.00%+7+6.4%Added
SRS Capital Advisors, Inc.114$21.3K0.00%+1+0.9%Added
Rosenberg Matthew Hamilton124$23.2K0.01%−71−36.4%Reduced
Venturi Wealth Management, LLC124$23.2K0.00%+32+34.8%Added
Monetary Management Group Inc125$23.4K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators137$25.6K0.01%−47−25.5%Reduced