Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AVALONBAY CMNTYS INC (AVB)

718 + Investors. Track Smart Money conviction in AVB. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
1Q ▲
Buyers last Q
46%

Smart Money Signals — AVB

Based on 705 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AVB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
705 hedge funds hold AVB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AVB is almost the same as a year ago (+2 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

328 buying383 selling
Last quarter: 383 funds reduced or exited vs 328 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter
Funds opening a new AVB position: 97 → 89 → 85 → 112. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

68% conviction (2yr+) 16% medium 16% new
477 out of 705 hedge funds have held AVB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +20%, value +3%

Value
+3%
Shares
+19%
Last quarter: funds added +20% more shares while total portfolio value only changed +3%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~112 new funds/quarter

90 → 97 → 89 → 85 → 112 new funds/Q
New funds entering each quarter: 97 → 89 → 85 → 112. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

69% veterans 11% 1-2yr 21% new
Of 718 current holders: 493 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
44 of 705 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in AVB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AVB

How many hedge funds hold AVB — quarterly history vs. share price
Quarterly hedge fund ownership of AVB vs. share price

Market Analysis: AVB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVB

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

90 top-rated funds 2 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: AVB
2026 Q1 Stats Unlock in 22 days 718 + Investors

Track Smart Money conviction in AVB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 718 694 3.46%
13F Shares 147M 123M 19.62%
Total Value $23.68B $22.92B 3.32%
New Positions 114 87 +27
Increased Positions 225 272 -47
Closed Positions 90 113 -23
Reduced Positions 313 260 +53
Total Calls 13 10 30.0%
Total Puts 7 6 16.67%
PUT/CALL Ratio 0.54 0.6 Bullish

Statistics: AVB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

718 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVB. Verified SEC 13F-HR filings.

Top 25 institutional holders of AVB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vert Asset Management LLC 3.62% 69,769 $11.4M
2 Pensionfund PDN 2.09% 22,120 $4K
3 Pensionfund Sabic 2.07% 10,502 $2K
4 Aurora Investment Managers, LLC. 2.06% 17,107 $3K
5 KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 0.97% 10,700 $1.7M
6 ADVOCATE GROUP LLC 0.91% 35,654 $5.8M
7 FIGURE 8 INVESTMENT STRATEGIES LLC 0.64% 3,989 $652K
8 Narwhal Capital Management 0.63% 51,994 $8.5M
9 Vanderbilt University 0.57% 18,328 $3.0M
10 Red Spruce Capital, LLC 0.53% 7,925 $1.3M
11 Bull Street Advisors, LLC 0.44% 5,411
12 Canandaigua National Trust Co of Florida 0.38% 2,900 $474K
13 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.28% 8,590 $1.4M
14 Avantra Family Wealth, Inc. 0.23% 1,886 $308K
15 Naviter Wealth, LLC 0.23% 11,037 $1.8M
16 Auto-Owners Insurance Co 0.22% 65,000 $10.6M
17 WINEBRENNER CAPITAL MANAGEMENT LLC 0.21% 2,000 $327K
18 Belleair Asset Management, LLC 0.20% 1,316 $215K
19 Marex Group plc 0.19% 33,900 $7.0M
20 Mechanics Bank Trust Department 0.19% 8,320 $1.4M
21 NJ State Employees Deferred Compensation Plan 0.18% 8,407 $1.6M
22 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.16% 180,783 $29.5M
23 State of Alaska, Department of Revenue 0.15% 85,133 $14K
24 Lewis Asset Management, LLC 0.13% 1,955 $319K
25 ELEVATION WEALTH PARTNERS, LLC 0.11% 1,961 $320K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AVALONBAY CMNTYS INC (AVB)

What does the Smart Money Trend signal show for AVB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AVB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AVB?

More sellers than buyers — 46% buying: Last quarter: 383 funds reduced or exited vs 328 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AVB holders?

Elite ownership — 66% AUM from top-100 funds: 44 of 705 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in AVB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AVB?

68% of holders stayed for 2+ years: 477 out of 705 hedge funds have held AVB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.