AvalonBay Communities Ownership | Who Owns AvalonBay Communities?
AvalonBay Communities Ownership Summary
AvalonBay Communities is owned by 87.53% institutional investors, 0.33% insiders, and 12.14% retail investors. Vanguard group is the largest institutional shareholder, holding 15.90% of AVB shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.94% of its assets in AvalonBay Communities shares.
AVB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | AvalonBay Communities | 87.53% | 0.33% | 12.14% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Residential REIT Stocks | 77.14% | 4.67% | 18.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 22.56M | 15.90% | $4.67B |
| Blackrock | 16.49M | 11.62% | $3.41B |
| State street | 9.05M | 6.38% | $1.89B |
| Norges bank | 6.82M | 4.81% | $1.41B |
| Principal financial group | 4.74M | 3.34% | $981.51M |
| Price t rowe associates inc /md/ | 4.14M | 2.92% | $857.44M |
| Jpmorgan chase | 4.00M | 2.82% | $828.58M |
| Geode capital management | 3.56M | 2.51% | $734.22M |
| Legal & general group | 2.32M | 1.64% | $480.96M |
| Charles schwab investment management | 2.16M | 1.52% | $447.22M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Michelson medical research foundation | 41.50K | 7.38% | $8.59M |
| Gsi capital advisors | 52.62K | 6.42% | $10.89M |
| Adelante capital management | 385.13K | 6.29% | $79.68M |
| Aew capital management l p | 588.18K | 5.89% | $121.69M |
| Hazelview securities | 145.74K | 5.54% | $29.29M |
| Vert asset management | 57.19K | 4.72% | $11.83M |
| Lasalle investment management securities | 526.40K | 4.66% | $108.91M |
| Grs advisors | 189.39K | 4.52% | $39.18M |
| Heitman real estate securities | 276.66K | 3.62% | $57.24M |
| Cbre investment management listed real assets | 650.68K | 2.46% | $134.62M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.82M | 0.21% | 6.82M |
| Goldman sachs group | 2.09M | 0.07% | 901.41K |
| Charles schwab investment management | 2.16M | 0.09% | 618.80K |
| Bank of america corp /de/ | 718.08K | 0.01% | 484.12K |
| Wellington management group llp | 1.76M | 0.07% | 455.34K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs asset management americas | 220.18K | 0.01% | -1.31M |
| D1 capital partners | - | - | -448.52K |
| Massachusetts financial services co /ma/ | 96.01K | 0.01% | -355.63K |
| Centersquare investment management | 200.07K | 0.45% | -309.65K |
| Sg americas securities | 16.30K | 0.02% | -196.50K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.82M | 0.21% | 6.82M | $1.41B |
| Eventide asset management | 119.18K | 0.42% | 119.18K | $24.66M |
| Payden & rygel investment group | 60.30K | 1.01% | 60.30K | $12.47M |
| Payden & rygel | 60.30K | 1.01% | 60.30K | $12.47M |
| Manning & napier advisors | 57.29K | 0.13% | 57.29K | $11.85M |
Sold Out
| Holder | Change |
|---|---|
| Redwood wealth management group | -1.00 |
| Baldwin brothers llc/ma | -2.00 |
| Financial gravity asset management | -2.00 |
| Soa wealth advisors, llc. | -3.00 |
| Central valley advisors | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 745 | 4.20% | 124,324,461 | -3.19% | 87 | 1.07% | 379 | 3.84% | 229 | 1.33% |
| Jun 30, 2024 | 703 | -1.40% | 128,332,361 | 5.11% | 90 | 1.22% | 359 | 6.85% | 225 | -2.60% |
| Mar 31, 2024 | 713 | -0.83% | 122,095,271 | -7.16% | 86 | 0.99% | 336 | -6.15% | 231 | -3.75% |
| Dec 31, 2023 | 719 | 9.77% | 131,513,084 | 4.84% | 93 | 1.19% | 358 | 10.15% | 240 | 20.60% |
| Sep 30, 2023 | 655 | 0.15% | 125,445,869 | -5.13% | 88 | 1.02% | 325 | 1.56% | 199 | -4.78% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 5.60M | 3.94% | -14.71K |
| Vanguard Total Stock Mkt Idx Inv | 4.49M | 3.15% | -14.38K |
| Vanguard Institutional 500 Index Trust | 3.76M | 2.65% | 43.67K |
| Vanguard Mid Cap Index Institutional | 3.02M | 2.12% | 5.47K |
| Fidelity 500 Index | 1.75M | 1.23% | -3.37K |
| SPDR® S&P 500® ETF Trust | 1.72M | 1.21% | 588.00 |
| iShares Core S&P 500 ETF | 1.58M | 1.11% | 2.44K |
| Principal Real Estate Securities R5 | 1.52M | 1.07% | 9.58K |
| Vanguard Value Index Inv | 1.21M | 0.85% | 4.65K |
| The Real Estate Select Sector SPDR® | 1.03M | 0.72% | 10.88K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 13, 2024 | NAUGHTON TIMOTHY J | - | Sell | $1.47M |
| Nov 11, 2024 | NAUGHTON TIMOTHY J | - | Sell | $528.58K |
| Nov 13, 2024 | NAUGHTON TIMOTHY J | - | Sell | $4.06M |
| Nov 12, 2024 | NAUGHTON TIMOTHY J | - | Sell | $116.25K |
| Aug 15, 2024 | Breslin Sean J. | Chief Operating Officer | Sell | $861.77K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 2 |
| 2023 Q4 | - | - |
AVB Ownership FAQ
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