AVB — AVALONBAY CMNTYS INC

Ownership history in True Wealth Design, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in AVALONBAY CMNTYS INC (AVB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7 +1 +16.7% 0.00% $1K $191.34
2025 Q2 REDUCED 6 -11 -64.7% 0.00% $1K $199.75
2025 Q1 INITIATED 17 — — 0.00% $4K $208.86
% of Fund (quarterly)    AVB price (monthly, adj. close)

Other funds also holding AVB

As of 2025 Q4 — sorted by position size

AEW CAPITAL MANAGEMENT L P 3Y 7Y 7.31% Waterfall Asset Management, LLC 6.27% Waterfront Capital Partners, LLC 3Y 7Y 5.72% Vert Asset Management LLC 3Y 4.2% Adelante Capital Management LLC 3Y 7Y 3.88% GSI Capital Advisors LLC 3Y 7Y 3.26% Long Pond Capital, LP 3Y 7Y 2.98% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 2.42% PGGM Investments 3Y 7Y 2.24% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 1.93%
← Back to True Wealth Design, LLC Holdings