Purchases and Sales Made in Q1 2025 in Avalonbay Communities Inc (AVB)
This table provides information about the institutional ownership of Avalonbay Communities Inc (AVB) during Q1 2025. The information is specifically focused on institutions that hold shares of AVALONBAY COMMUNITIES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17New |
$3.53K - $3.88K
|
17
$3.28K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
BUY
|
- |
15+ 0.93% |
$3.12K - $3.42K
|
1.64K
$315K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
13+ 0.16% |
$2.7K - $2.97K
|
7.99K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
13+ 0.07% |
$2.7K - $2.97K
|
20K
$3.86M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
13+ 1.64% |
$2.7K - $2.97K
|
807
$156K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
13New |
$2.7K - $2.97K
|
13
$2.51K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.66% |
$2.29K - $2.51K
|
1.67K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 0.37% |
$2.08K - $2.28K
|
2.73K
$527K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10+ 0.96% |
$2.08K - $2.28K
|
1.06K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.08% |
$2.08K - $2.28K
|
12.2K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9+ 0.2% |
$1.87K - $2.05K
|
4.43K
$854K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
9New |
$1.87K - $2.05K
|
9
$1.74K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9+ 5.45% |
$1.87K - $2.05K
|
174
$33.6K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9+ 0.2% |
$1.87K - $2.05K
|
4.52K
$871K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
9+ 0.81% |
$1.87K - $2.05K
|
1.12K
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
8+ 1.86% |
$1.66K - $1.82K
|
438
$84.5K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8+ 9.88% |
$1.66K - $1.82K
|
89
$17.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7+ 9.72% |
$1.46K - $1.6K
|
79
$15.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
7New |
$1.46K - $1.6K
|
7
$1.35K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
6New |
$1.25K - $1.37K
|
6
$1.16K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
6+ 0.24% |
$1.25K - $1.37K
|
2.47K
$477K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6New |
$1.25K - $1.37K
|
6
$1.16K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 3.87% |
$1.25K - $1.37K
|
161
$31K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 50.0% |
$1.04K - $1.14K
|
15
$2.89K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 3.82% |
$1.04K - $1.14K
|
136
$26.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
5New |
$1.04K - $1.14K
|
5
$964
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5+ 0.07% |
$1.04K - $1.14K
|
7.5K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5New |
$1.04K - $1.14K
|
5
$964
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4New |
$831 - $912
|
4
$771
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 33.33% |
$831 - $912
|
16
$3.09K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 16.67% |
$831 - $912
|
28
$5.4K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
4New |
$831 - $912
|
4
$771
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4New |
$831 - $912
|
4
$771
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4+ 400.0% |
$831 - $912
|
5
$964
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
3+ 150.0% |
$624 - $684
|
5
$964
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 1.74% |
$624 - $684
|
175
$33.7K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 1.05% |
$624 - $684
|
288
$55.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3New |
$624 - $684
|
3
$579
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 7.69% |
$416 - $456
|
28
$5.4K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 5.26% |
$208 - $228
|
20
$3.86K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.27% |
$208 - $228
|
368
$71K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.27% |
$208 - $228
|
370
$71.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$208 - $228
|
1
$193
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$208 - $228
|
1
$193
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-1- 7.69% |
$208 - $228
|
12
$2.31K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1- 0.04% |
$208 - $228
|
2.24K
$432K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-2Closed |
$416 - $456
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2- 0.16% |
$416 - $456
|
1.25K
$241K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-3- 75.0% |
$624 - $684
|
1
$193
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-3- 1.52% |
$624 - $684
|
194
$37.4K
|