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 850 institutions that hold shares in the stock, with a total of 126 Million shares, which have been reported (via 13F filing form) to have a value of $25.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
17
shares
|
$3,436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
16
shares
|
$3,234
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
16
shares
|
$3,234
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
15
shares
|
$3,031
0.0% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
14
shares
|
$2,829
0.0% of portfolio
|
Q2 2025
Reduced 26.32%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
14
shares
|
$2,829
0.0% of portfolio
|
Q2 2023
Reduced 97.14%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
14
shares
|
$2,829
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
14
shares
|
$2,829
0.0% of portfolio
|
Q2 2024
Added 366.67%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
13
shares
|
$2,627
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13
shares
|
$2,627
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
13
shares
|
$2,627
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
13
shares
|
$2,627
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
12
shares
|
$2,425
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
11
shares
|
$2,223
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
10
shares
|
$2,021
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
9
shares
|
$1,819
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
9
shares
|
$1,819
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
8
shares
|
$1,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
7
shares
|
$1,414
0.0% of portfolio
|
Q2 2024
Added 75.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
7
shares
|
$1,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
7
shares
|
$1,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
7
shares
|
$1,414
0.0% of portfolio
|
Q2 2023
Reduced 95.54%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
7
shares
|
$1,414
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
6
shares
|
$1,212
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
6
shares
|
$1,212
0.0% of portfolio
|
Q2 2024
Added 100.0%
|