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 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
13New |
$2.7K - $2.97K
|
13
$2.63K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.66% |
$2.29K - $2.51K
|
1.67K
$338K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 0.37% |
$2.08K - $2.28K
|
2.73K
$552K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10+ 0.96% |
$2.08K - $2.28K
|
1.06K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.08% |
$2.08K - $2.28K
|
12.2K
$2.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9+ 5.45% |
$1.87K - $2.05K
|
174
$35.1K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9+ 0.2% |
$1.87K - $2.05K
|
4.52K
$913K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
9+ 0.81% |
$1.87K - $2.05K
|
1.12K
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
9New |
$1.87K - $2.05K
|
9
$1.82K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9+ 0.2% |
$1.87K - $2.05K
|
4.43K
$895K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8+ 9.88% |
$1.66K - $1.82K
|
89
$18K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
8+ 1.86% |
$1.66K - $1.82K
|
438
$88.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
7New |
$1.46K - $1.6K
|
7
$1.41K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7+ 9.72% |
$1.46K - $1.6K
|
79
$16K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
6+ 0.24% |
$1.25K - $1.37K
|
2.47K
$499K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
6New |
$1.25K - $1.37K
|
6
$1.21K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 3.87% |
$1.25K - $1.37K
|
161
$32.5K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6New |
$1.25K - $1.37K
|
6
$1.21K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5New |
$1.04K - $1.14K
|
5
$1.01K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 50.0% |
$1.04K - $1.14K
|
15
$3.03K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5+ 0.07% |
$1.04K - $1.14K
|
7.5K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
5New |
$1.04K - $1.14K
|
5
$1.01K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 3.82% |
$1.04K - $1.14K
|
136
$27.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4New |
$831 - $912
|
4
$808
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 33.33% |
$831 - $912
|
16
$3.23K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4+ 400.0% |
$831 - $912
|
5
$1.01K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 16.67% |
$831 - $912
|
28
$5.65K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4New |
$831 - $912
|
4
$808
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3New |
$624 - $684
|
3
$606
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 1.74% |
$624 - $684
|
175
$35.3K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 1.05% |
$624 - $684
|
288
$58.2K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
3+ 150.0% |
$624 - $684
|
5
$1.01K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 7.69% |
$416 - $456
|
28
$5.65K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$208 - $228
|
1
$202
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 5.26% |
$208 - $228
|
20
$4.04K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.27% |
$208 - $228
|
368
$74.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$208 - $228
|
1
$202
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.27% |
$208 - $228
|
370
$74.7K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1- 0.04% |
$208 - $228
|
2.24K
$452K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-1- 7.69% |
$208 - $228
|
12
$2.42K
|
|
|
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
$253K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-3- 1.52% |
$624 - $684
|
194
$39.2K
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-3- 0.02% |
$624 - $684
|
18.1K
$3.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 3.7% |
$624 - $684
|
78
$15.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-3- 2.1% |
$624 - $684
|
140
$28.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-3- 75.0% |
$624 - $684
|
1
$202
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 10.71% |
$624 - $684
|
25
$5.05K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-3- 9.38% |
$624 - $684
|
29
$5.86K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-4- 6.45% |
$831 - $912
|
58
$11.7K
|