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 849 institutions that hold shares in the stock, with a total of 127 Million shares, which have been reported (via 13F filing form) to have a value of $26.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
6
shares
|
$1,251
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
6
shares
|
$1,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
6
shares
|
$1,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
6
shares
|
$1,251
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
5
shares
|
$1,042
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
5
shares
|
$1,042
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
5
shares
|
$1,042
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
5
shares
|
$1,042
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
5
shares
|
$1,042
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
5
shares
|
$1,042
0.0% of portfolio
|
Q1 2025
Reduced 99.9%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
5
shares
|
$1,042
0.0% of portfolio
|
Q1 2025
Reduced 99.53%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
5
shares
|
$1,042
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5
shares
|
$1,042
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4
shares
|
$834
0.0% of portfolio
|
Q2 2020
Reduced 63.64%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
4
shares
|
$834
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
4
shares
|
$834
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
4
shares
|
$834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
4
shares
|
$834
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
4
shares
|
$834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
3
shares
|
$625
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3
shares
|
$625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
3
shares
|
$625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
2
shares
|
$417
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
2
shares
|
$417
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
1
shares
|
$208
0.0% of portfolio
|
Q1 2025
Reduced 75.0%
|