AVB
AvalonBay Communities, Inc. · Real Estate · REIT - Residential
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow -2.0% ·
net new positions -16.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 162 | +5 | 104.37M | $19.72B | +7 | −1 |
| Q1 2026 | 159 | +6 | 97.74M | $15.97B | +11 | −6 |
| Q4 2025 | 152 | -1 | 124.73M | $22.52B | +2 | −2 |
| Q3 2025 | 18 | -2 | 73.43M | $14.20B | — | −3 |
| Q2 2025 | 18 | +1 | 70.17M | $14.29B | +1 | — |
| Q1 2025 | 14 | -1 | 29.32M | $6.31B | +1 | −2 |
| Q4 2024 | 15 | -1 | 28.04M | $6.18B | +1 | −2 |
| Q3 2024 | 15 | +1 | 16.97M | $3.82B | +2 | −1 |
| Q2 2024 | 14 | — | 16.91M | $3.50B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 22.74M | -0.3% | $4.39B | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 18.59M | +3.2% | $3.59B | 0.1% | ▲ Add | 2 | SEC ↗ ×20 |
| 3 | State Street Global Advisors ✦ (passive) | 9.54M | +1.0% | $1.86B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 8.43M | — | $1.63B | 0.1% | n/c | 1 | SEC ↗ ×36 |
| 5 | T. Rowe Price ✦ | 4.10M | -3.8% | $792.27M | 0.1% | ▼ Trim | 6 | SEC ↗ ×4 |
| 6 | Geode Capital Management ✦ (passive) | 3.92M | +1.2% | $754.90M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 1.94M | — | $375.47M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 8 | Goldman Sachs Group ✦ | 1.27M | — | $245.02M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 9 | Wellington Management ✦ | 1.17M | -51.8% | $226.34M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 10 | Fidelity (FMR) ✦ | 683.73K | +173.0% | $132.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | Citadel Advisors ✦ | 317.80K | -63.6% | $61.39M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 12 | Adage Capital Partners ✦ | 189.48K | +59.6% | $36.60M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 13 | Millennium Management ✦ | 157.36K | +47.3% | $30.40M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 150.87K | +217.2% | $29.14M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 15 | Gotham Asset Management ✦ | 147.50K | +83.8% | $28.49M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 36.81K | -68.7% | $7.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 30.58K | -63.0% | $5.82M | 0.0% | ▼ Trim | 6 | SEC ↗ ×3 |
| 18 | Two Sigma Investments ✦ | 5.80K | +139.8% | $1.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $1.39B | was 0.2% |
| Capital World Investors | $161.88M | was 0.0% |
| Point72 Asset Management | $776,305 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 741 holders, 120.87M shares, $18.70B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.