Institutional Ownership Avalonbay Communities Inc (AVB)
This table provides information about the institutional ownership of Avalonbay Communities Inc (AVB). We have compiled data on the 800 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
8
shares
|
$1,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
7
shares
|
$1,562
0.0% of portfolio
|
Q2 2023
Reduced 95.54%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
7
shares
|
$1,562
0.0% of portfolio
|
Q2 2024
Added 75.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
7
shares
|
$1,562
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
6
shares
|
$1,339
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
6
shares
|
$1,339
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
6
shares
|
$1,339
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6
shares
|
$1,339
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
6
shares
|
$1,339
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
5
shares
|
$1,116
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
5
shares
|
$1,116
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
5
shares
|
$1,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
4
shares
|
$893
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4
shares
|
$893
0.0% of portfolio
|
Q2 2020
Reduced 63.64%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
4
shares
|
$893
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
3
shares
|
$669
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3
shares
|
$669
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
3
shares
|
$669
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
2
shares
|
$446
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2
shares
|
$446
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
2
shares
|
$446
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
1
shares
|
$223
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1
shares
|
$223
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1
shares
|
$223
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|