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 845 institutions that hold shares in the stock, with a total of 131 Million shares, which have been reported (via 13F filing form) to have a value of $25.3 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
|
$1,158
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6
shares
|
$1,158
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
6
shares
|
$1,158
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
6
shares
|
$1,158
0.0% of portfolio
|
Q2 2025
Reduced 64.71%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
6
shares
|
$1,158
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
5
shares
|
$965
0.0% of portfolio
|
Q1 2025
Reduced 99.53%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
5
shares
|
$965
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5
shares
|
$965
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5
shares
|
$965
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
5
shares
|
$965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
5
shares
|
$965
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
4
shares
|
$772
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
4
shares
|
$772
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
4
shares
|
$772
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4
shares
|
$772
0.0% of portfolio
|
Q2 2020
Reduced 63.64%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
4
shares
|
$772
0.0% of portfolio
|
Q2 2025
Reduced 85.19%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
4
shares
|
$772
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
3
shares
|
$579
0.0% of portfolio
|
Q2 2025
Reduced 92.11%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3
shares
|
$579
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
3
shares
|
$579
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
2
shares
|
$386
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
2
shares
|
$386
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
1
shares
|
$193
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
1
shares
|
$193
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1
shares
|
$193
0.0% of portfolio
|
Q4 2024
New holding
|