AVB — AVALONBAY CMNTYS INC
Reported value held$16.22B
Funds holding (latest)50
Sector—
Funds holding (Q2 2026)43
Institutional value$11.89B · 66.98M sh
New / Add / Cut / Exit3 / 17 / 21 / 3
Top-5 / Top-10 concentration60.3% / 79.1%
Institutional holdings change
Accumulating +20.1%
(+11.19M sh)
Institutional value change
Up +40.4%
As of Q2 2026, 43 SEC-registered investment managers reported holding AVB (AVALONBAY CMNTYS INC) in their latest 13F filings, with a combined reported value of $11.89B across 66.98M shares. That is +20.1% by share count (+11.19M shares) versus the previous quarter, while reported value moved +40.4%. Ownership is concentrated: the five largest holders account for 60.3% of reported value and the top ten for 79.1%.
Compared with the prior quarter, 3 opened new positions, 17 added to existing stakes, 21 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 22.76M | $4.13B | 0.06% | Hold |
| BlackRock Inc history | Q2 2026 | 17.85M | $3.37B | 0.05% | Add |
| Norges Bank Investment Management history | Q2 2026 | 7.69M | $1.45B | 0.14% | Hold |
| JPMorgan Chase & Co history | Q2 2026 | 4.58M | $881.86M | 0.10% | New |
| Geode Capital Management history | Q2 2026 | 4.27M | $803.54M | 0.04% | Hold |
| Charles Schwab Investment Management history | Q2 2026 | 3.53M | $666.95M | 0.09% | Add |
| Principal Global Investors history | Q2 2026 | 3.52M | $663.85M | 0.33% | Reduce |
| Northern Trust Corp history | Q2 2026 | 2.62M | $494.79M | 0.06% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 1.94M | $366.67M | 0.08% | Reduce |
| Bank of America Corp history | Q2 2026 | 1.90M | $358.27M | 0.02% | Reduce |
| Invesco Ltd history | Q2 2026 | 1.84M | $346.80M | 0.03% | Reduce |
| Morgan Stanley history | Q2 2026 | 1.68M | $317.07M | 0.02% | Add |
| Goldman Sachs Group history | Q2 2026 | 1.53M | $288.23M | 0.03% | Reduce |
| Viking Global Investors history | Q2 2026 | 1.34M | $252.80M | 0.73% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.23M | $232.39M | 0.01% | Add |
| Wellington Management Group history | Q2 2026 | 883.86K | $166.77M | 0.03% | Add |
| Capital World Investors history | Q2 2025 | 795.50K | $161.88M | 0.02% | Hold |
| BNY Mellon history | Q2 2026 | 818.89K | $154.52M | 0.03% | Reduce |
| Citadel Advisors history | Q2 2026 | 712.42K | $134.43M | 0.02% | Reduce |
| Deutsche Bank AG history | Q2 2026 | 687.23K | $129.67M | 0.04% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 4.58M sh · $881.86M
- Viking Global Investors 1.34M sh · $252.80M
- Arrowstreet Capital 144.61K sh · $27.29M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 41.12K sh · $6.71M
- Ontario Teachers Pension Plan sold 7.32K sh · $1.20M
- Bridgewater Associates sold 3.31K sh · $541.50K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 17.06M | 17.41M | 17.11M | 18.02M | 18.59M | 18.56M | 17.54M | 17.85M |
| Norges Bank Investment Management | — | — | — | — | — | 6.20M | — | — | — | 6.79M | — | 6.82M | — | 6.81M | — | 6.85M | — | 7.69M | — | 7.69M |
| JPMorgan Chase & Co | 5.12M | 4.21M | 4.11M | 3.75M | 3.97M | 4.10M | 4.80M | 5.25M | 4.79M | 3.80M | 3.86M | 4.00M | 4.06M | 3.67M | 3.81M | 3.97M | 4.22M | 5.16M | — | 4.58M |
| Geode Capital Management | 2.79M | 2.92M | 2.97M | 3.01M | 3.03M | 3.09M | 3.16M | 3.24M | 3.32M | 3.39M | 3.49M | 3.56M | 3.59M | 3.69M | 3.82M | 3.88M | 3.92M | 4.15M | 4.28M | 4.27M |
| Charles Schwab Investment Management | 1.26M | 1.29M | 1.33M | 1.32M | 1.34M | 1.39M | 1.41M | 1.44M | 1.47M | 1.51M | 1.54M | 2.16M | 2.24M | 2.27M | 2.29M | 2.82M | 3.27M | 3.32M | 3.43M | 3.53M |
| Principal Global Investors | 4.73M | 4.74M | 4.81M | 5.04M | 5.02M | 4.85M | 4.86M | 4.74M | 4.75M | 4.65M | 4.76M | 4.74M | 4.56M | 4.59M | 4.40M | 4.23M | 4.11M | 4.50M | 4.44M | 3.52M |
| Northern Trust Corp | 2.40M | 2.32M | 2.28M | 2.10M | 2.09M | 2.10M | 2.23M | 2.15M | 2.28M | 1.86M | 1.78M | 1.77M | 1.71M | 2.64M | 2.78M | 2.88M | 2.98M | 2.86M | 2.66M | 2.62M |
| Legal & General Investment Management America | 1.99M | 1.97M | 2.00M | 2.13M | 2.01M | 1.97M | 2.17M | 2.26M | 2.24M | 2.54M | 2.45M | 2.32M | 2.45M | 2.19M | 2.38M | 2.29M | 2.13M | 2.13M | 2.02M | 1.94M |
| Bank of America Corp | 606.36K | 623.14K | 639.95K | 760.15K | 599.61K | 648.62K | 856.15K | 623.19K | 573.11K | 572.73K | 233.96K | 718.08K | 329.70K | 614.12K | 755.83K | 1.34M | 2.36M | 1.99M | 2.20M | 1.90M |
| Invesco Ltd | 2.79M | 2.74M | 3.36M | 3.43M | 2.93M | 2.99M | 2.94M | 2.61M | 1.77M | 1.71M | 975.99K | 956.34K | 1.28M | 1.45M | 1.52M | 2.59M | 2.59M | 2.62M | 1.92M | 1.84M |
| Morgan Stanley | 849.83K | 615.27K | 640.90K | 2.07M | 2.18M | 1.36M | 2.02M | 1.65M | 1.65M | 1.48M | 1.46M | 1.76M | 1.79M | 1.64M | 1.82M | 1.55M | 1.94M | 1.98M | 1.67M | 1.68M |
| Goldman Sachs Group | 1.43M | 1.39M | 1.39M | 1.49M | 1.51M | 1.58M | 1.29M | 1.58M | 1.63M | 1.96M | 1.19M | 2.09M | 1.25M | 1.11M | 1.09M | 1.28M | 1.27M | 1.51M | 2.24M | 1.53M |
| Viking Global Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.34M |
| Fidelity Management & Research (FMR) | 174.72K | 176.56K | 299.32K | 326.78K | 349.82K | 274.75K | 314.91K | 317.35K | 312.74K | 249.66K | 248.20K | 252.08K | 246.46K | 257.70K | 249.83K | 250.45K | 683.73K | 880.13K | 1.18M | 1.23M |
| Wellington Management Group | 364.99K | 1.36M | 2.14M | 2.62M | 2.20M | 1.86M | 767.62K | 1.96M | 2.30M | 2.12M | 1.31M | 1.76M | 1.66M | 2.49M | 2.59M | 2.43M | 1.17M | 1.58M | 603.73K | 883.86K |
| BNY Mellon | 1.21M | 1.18M | 1.14M | 1.21M | 1.20M | 1.14M | 1.12M | 1.11M | 1.11M | 1.10M | 1.06M | 1.18M | 986.93K | 983.48K | 988.60K | 991.95K | 971.96K | 938.71K | 831.94K | 818.89K |
| Citadel Advisors | 600.82K | 426.88K | 443.27K | 377.47K | 590.31K | 117.62K | 127.74K | 130.24K | 299.31K | 220.38K | 940.17K | 313.66K | 715.81K | 44.02K | 65.41K | 906.20K | 363.90K | 249.18K | 1.57M | 712.42K |
| Deutsche Bank AG | 2.03M | 2.22M | 2.23M | 1.62M | 2.19M | 2.17M | 2.16M | 2.34M | 2.50M | 2.16M | 2.09M | 2.12M | 1.97M | 2.02M | 1.56M | 594.91K | 598.56K | 600.77K | 592.26K | 687.23K |
| Amundi US | 243.02K | 268.79K | 314.48K | 278.26K | 439.78K | 314.14K | 383.30K | 374.88K | 389.25K | 439.30K | 380.37K | 371.82K | 405.00K | 373.87K | 381.65K | 449.35K | 447.08K | 510.51K | 633.84K | 524.60K |
| Millennium Management | 99.19K | 247.89K | 236.23K | 248.38K | 541.23K | 367.91K | 163.25K | 34.50K | 41.11K | 120.84K | 88.14K | 69.88K | 46.10K | 237.92K | 113.21K | 119.21K | 166.56K | 3.00K | 419.29K | 383.90K |