DUFF & PHELPS INVESTMENT MANAGEMENT CO AVB — AVALONBAY COMMUNITIES INC COM

Ownership history in DUFF & PHELPS INVESTMENT MANAGEMENT CO  ·  102 quarters on record

AI Ownership Summary

DUFF & PHELPS INVESTMENT MANAGEMENT CO reported AVALONBAY COMMUNITIES INC COM (AVB) in 102 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.22% in 2024 Q3. The latest visible filing shows AVB at 1.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DUFF & PHELPS INVESTMENT MANAGEMENT CO's position in AVALONBAY COMMUNITIES INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVB was reported at 1.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.22% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVB stock page DUFF & PHELPS INVESTMENT MANAGEMENT CO fund profile DUFF & PHELPS INVESTMENT MANAGEMENT CO full holdings
How DUFF & PHELPS INVESTMENT MANAGEMENT CO held AVB — position size vs. price
% of Fund (quarterly)    AVB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 14.2% +17.9% ❌ 806,750 -133,315 -14.2% 1.37% $131.8M 2026-04-28 $181.80
2025 Q4 ADDED — — — 940,065 +40,216 +4.5% 1.93% $170.4M 2026-01-26 $174.19
2025 Q3 ADDED — — — 899,849 +21,120 +2.4% 1.97% $173.8M 2025-11-13 $171.77
2025 Q2 ADDED — — — 878,729 +34,930 +4.1% 2.10% $178.8M 2025-08-11 $178.01
2025 Q1 ADDED — — — 843,799 +16,048 +1.9% 2.12% $181.1M 2025-05-13 $195.19
2024 Q4 REDUCED — — — 827,751 -29,490 -3.4% 2.18% $182.1M 2025-02-12 $205.98
2024 Q3 ADDED — — — 857,241 +33,934 +4.1% 2.22% $193.1M 2024-11-15 $215.29
2024 Q2 REDUCED — — — 823,307 -36,540 -4.2% 2.17% $170.3M 2024-08-15 $199.94
2024 Q1 ADDED — — — 859,847 +354,120 +70.0% 1.91% $159.6M 2024-05-14 $182.42
93 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVB

As of 2026 Q2 — sorted by position size

Vert Asset Management LLC 3Y 3.73% Pensionfund PDN 3Y 7Y 2.15% Pensionfund Sabic 3Y 7Y 2.12% Red Spruce Capital, LLC 3Y 0.53% Aurora Investment Managers, LLC. 3Y 0.29% Auto-Owners Insurance Co 3Y 0.28% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.23% WINEBRENNER CAPITAL MANAGEMENT LLC 0.23% Belleair Asset Management, LLC 0.21% Mechanics Bank Trust Department 3Y 7Y 0.18%

FAQ About DUFF & PHELPS INVESTMENT MANAGEMENT CO and AVB

These are the practical questions this page is built to answer before you even open the full history table.

How long has DUFF & PHELPS INVESTMENT MANAGEMENT CO reported owning AVB?

DUFF & PHELPS INVESTMENT MANAGEMENT CO reported AVB across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported AVB position in DUFF & PHELPS INVESTMENT MANAGEMENT CO's portfolio?

The largest reported portfolio weight for AVB was 2.22% in 2024 Q3.

What is the latest reported AVB position on this page?

The most recent filing on this page is 2026 Q1, when DUFF & PHELPS INVESTMENT MANAGEMENT CO reported 806,750 shares, equal to 1.37% of portfolio, with an estimated market value of $131.8M.

What does the chart on this AVB ownership page compare?

The chart compares DUFF & PHELPS INVESTMENT MANAGEMENT CO's quarterly AVB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DUFF & PHELPS INVESTMENT MANAGEMENT CO time their AVB position?

Based on 13F filing dates vs. subsequent AVB price moves, DUFF & PHELPS INVESTMENT MANAGEMENT CO correctly timed 37 out of 95 reported position changes (39%). The annualised alpha on AVB relative to SPY over the holding period was +0.8%.

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