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, Q1 2025
Institutional positions in Avalonbay Communities Inc as of Mar 31, 2025. 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
- 778
- +26 vs. Q4 2024
- Shares held
- 133.0M
- +645.0K (+0.5%) vs. Q4 2024
- Total value
- $28.5B
- −$572.5M (−2.0%) vs. Q4 2024
- New holders
- 95
- 293 more added
- Sold out
- 69
- 264 more reduced
11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 757 | $24.9B |
| Q1 2026 | 747 | $20.5B |
| Q4 2025 | 750 | $24.9B |
| Q3 2025 | 742 | $24.2B |
| Q2 2025 | 764 | $26.9B |
| Q1 2025 | 778 | $28.5B |
| Q4 2024 | 763 | $29.5B |
| Q3 2024 | 741 | $29.7B |
| Q2 2024 | 714 | $26.6B |
| Q1 2024 | 704 | $24.0B |
| Q4 2023 | 712 | $24.6B |
| Q3 2023 | 648 | $22.7B |
| Q2 2023 | 643 | $25.1B |
| Q1 2023 | 637 | $22.1B |
| Q4 2022 | 635 | $20.6B |
| Q3 2022 | 649 | $23.7B |
| Q2 2022 | 630 | $25.0B |
| Q1 2022 | 647 | $31.7B |
| Q4 2021 | 647 | $32.2B |
| Q3 2021 | 592 | $28.1B |
| Q2 2021 | 555 | $26.9B |
| Q1 2021 | 572 | $23.2B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Avalonbay Communities Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 79 | $17.0K | 0.00% | +7+9.7% | Added |
| Sierra Ocean, LLC | 80 | $17.3K | 0.01% | +23+40.4% | Added |
| HM Payson & Co | 85 | $18.2K | 0.00% | +85 | New |
| Plante Moran Financial Advisors, LLC | 87 | $18.7K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 87 | $18.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 89 | $19.0K | 0.00% | +8+9.9% | Added |
| Farmers & Merchants Investments Inc | 94 | $20.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 96 | $20.6K | 0.00% | +38+65.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $20.6K | 0.00% | +100 | New |
| Hughes Financial Services, LLC | 98 | $21.0K | 0.00% | +98 | New |
| Bruce G. Allen Investments, LLC | 99 | $21.2K | 0.02% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $21.5K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $21.5K | 0.00% | +100 | New |
| Nalls Sherbakoff Group, LLC | 100 | $21.5K | 0.02% | +100 | New |
| Sound Income Strategies, LLC | 106 | $22.8K | 0.00% | +29+37.7% | Added |
| CVA Family Office, LLC | 107 | $23.0K | 0.00% | −18−14.4% | Reduced |
| Monetary Management Group Inc | 125 | $26.8K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 135 | $29.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 136 | $29.1K | 0.00% | +5+3.8% | Added |
| Proathlete Wealth Management LLC | 135 | $29.2K | 0.01% | +135 | New |
| Deseret Mutual Benefit Administrators | 137 | $29.4K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 140 | $30.0K | 0.01% | −3−2.1% | Reduced |
| Harbor Investment Advisory, LLC | 141 | $30.3K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 150 | $32.2K | 0.02% | −100−40.0% | Reduced |
| Blume Capital Management, Inc. | 150 | $32.2K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 153 | $32.9K | 0.01% | +153 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 153 | $33.1K | 0.01% | +18+13.3% | Added |
| Brown Brothers Harriman & Co | 158 | $33.9K | 0.00% | +112+243.5% | Added |
| Ancora Advisors, LLC | 159 | $34.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 159 | $34.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 161 | $34.6K | 0.00% | +6+3.9% | Added |
| Whipplewood Advisors, LLC | 183 | $35.0K | 0.02% | +20+12.3% | Added |
| Rosenberg Matthew Hamilton | 174 | $37.3K | 0.01% | +9+5.5% | Added |
| Parkside Financial Bank & Trust | 175 | $37.6K | 0.00% | +3+1.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 194 | $41.7K | 0.08% | −3−1.5% | Reduced |
| Crowley Wealth Management, Inc. | 200 | $42.9K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 204 | $43.8K | 0.00% | +18+9.7% | Added |
| BOK Financial Private Wealth, Inc. | 205 | $44.4K | 0.00% | 00.0% | Unchanged |
| Keystone Global Partners, LLC | 209 | $45.0K | 0.03% | +209 | New |
| Glen Eagle Advisors, LLC | 214 | $46.0K | 0.01% | −83−27.9% | Reduced |
| SRS Capital Advisors, Inc. | 222 | $47.6K | 0.00% | +59+36.2% | Added |
| Pinnacle Bancorp, Inc. | 225 | $48.3K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 227 | $48.7K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 235 | $50.4K | 0.00% | +235 | New |
| Heritage Wealth Advisors | 238 | $51.1K | 0.00% | −543−69.5% | Reduced |
| Continuum Advisory, LLC | 240 | $51.5K | 0.01% | −6−2.4% | Reduced |
| Capital Analysts, LLC | 245 | $53.0K | 0.00% | +80+48.5% | Added |
| First Financial Corp | 250 | $53.7K | 0.03% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 251 | $53.9K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 265 | $56.9K | 0.00% | +22+9.1% | Added |
| Wiser Advisor Group LLC | 288 | $61.7K | 0.09% | +3+1.1% | Added |
| TD Private Client Wealth LLC | 288 | $61.8K | 0.00% | −58−16.8% | Reduced |
| Sandy Spring Bank | 288 | $61.8K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 287 | $62.0K | 0.00% | −155−35.1% | Reduced |
| Inlight Wealth Management, LLC | 289 | $62.0K | 0.04% | +289 | New |
| Generali Asset Management SPA SGR | 298 | $64.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 321 | $68.9K | 0.05% | +321 | New |
| Covestor Ltd | 319 | $69.0K | 0.05% | +121+61.1% | Added |
| Carolinas Wealth Consulting LLC | 323 | $69.2K | 0.01% | −13−3.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 340 | $73.0K | 0.00% | +32+10.4% | Added |
| Sentry Investment Management LLC | 403 | $76.0K | 0.05% | −121−23.1% | Reduced |
| Lindbrook Capital, LLC | 357 | $76.6K | 0.01% | +46+14.8% | Added |
| Bear Mountain Capital, Inc. | 370 | $76.7K | 0.03% | +1+0.3% | Added |
| Sunbelt Securities, Inc. | 368 | $78.9K | 0.01% | +1+0.3% | Added |
| Global X Japan Co., Ltd. | 371 | $79.6K | 0.01% | +74+24.9% | Added |
| Silvant Capital Management LLC | 375 | $80.5K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 378 | $81.1K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 396 | $85.0K | 0.00% | −82−17.2% | Reduced |
| Cromwell Holdings LLC | 438 | $94.8K | 0.06% | +8+1.9% | Added |
| Tompkins Financial Corp | 450 | $96.6K | 0.01% | +450 | New |
| Geneos Wealth Management Inc. | 475 | $101.9K | 0.00% | +163+52.2% | Added |
| Alpine Bank Wealth Management | 484 | $103.9K | 0.02% | +484 | New |
| Tobam | 514 | $110.0K | 0.05% | −601−53.9% | Reduced |
| Catalyst Capital Advisors LLC | 527 | $113.1K | 0.00% | +164+45.2% | Added |
| Sherman Asset Management, Inc. | 528 | $113.3K | 0.11% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 529 | $113.5K | 0.01% | −1,227−69.9% | Reduced |
| Bryn Mawr Trust Co | 530 | $113.7K | 0.00% | −8−1.5% | Reduced |
| Advisors Asset Management, Inc. | 545 | $117.0K | 0.00% | −644−54.2% | Reduced |
| Spire Wealth Management | 564 | $121.0K | 0.00% | +36+6.8% | Added |
| PFG Private Wealth Management, LLC | 584 | $125.3K | 0.07% | +22+3.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 588 | $126.2K | 0.03% | +347+144.0% | Added |
| Versant Capital Management, Inc | 592 | $127.1K | 0.02% | +397+203.6% | Added |
| Jones Financial Companies LLLP | 627 | $134.0K | 0.00% | −461−42.4% | Reduced |
| Dynamic Wealth Strategies, LLC | 654 | $140.4K | 0.12% | +654 | New |
| Whittier Trust Co of Nevada Inc | 665 | $142.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 677 | $145.3K | 0.03% | +492+265.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 685 | $147.0K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 734 | $157.6K | 0.00% | −74−9.2% | Reduced |
| Auto-Owners Insurance Co | 10,200 | $158.1K | 0.00% | −54,800−84.3% | Reduced |
| Kestra Investment Management, LLC | 792 | $170.0K | 0.01% | −197−19.9% | Reduced |
| Motco | 807 | $173.2K | 0.02% | +13+1.6% | Added |
| Harvest Fund Management Co., Ltd | 839 | $180.0K | 0.01% | −2,059−71.0% | Reduced |
| Allworth Financial LP | 873 | $180.4K | 0.00% | +112+14.7% | Added |
| CX Institutional | 915 | $196.0K | 0.01% | +915 | New |
| Old North State Trust, LLC | 907 | $200.0K | 0.13% | 00.0% | Unchanged |
| Principal Securities, Inc. | 916 | $201.6K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 965 | $207.2K | 0.02% | +965 | New |
| Wedmont Private Capital | 1,087 | $209.8K | 0.01% | −7−0.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 979 | $210.1K | 0.06% | −7−0.7% | Reduced |
| Fox Run Management, L.L.C. | 984 | $211.2K | 0.03% | +984 | New |