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 833 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
7
shares
|
$1,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
7
shares
|
$1,243
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
7
shares
|
$1,243
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
7
shares
|
$1,243
0.0% of portfolio
|
Q2 2024
Added 75.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
7
shares
|
$1,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
6
shares
|
$1,066
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
6
shares
|
$1,066
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
6
shares
|
$1,066
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
6
shares
|
$1,066
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
6
shares
|
$1,066
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6
shares
|
$1,066
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
6
shares
|
$1,066
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5
shares
|
$888
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
5
shares
|
$888
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
5
shares
|
$888
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
5
shares
|
$888
0.0% of portfolio
|
Q3 2025
Reduced 75.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
5
shares
|
$888
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
5
shares
|
$888
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
4
shares
|
$710
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
4
shares
|
$710
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
4
shares
|
$710
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
4
shares
|
$710
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
4
shares
|
$710
0.0% of portfolio
|
Q3 2025
Reduced 97.48%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4
shares
|
$710
0.0% of portfolio
|
Q2 2020
Reduced 63.64%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
4
shares
|
$710
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|