AEW CAPITAL MANAGEMENT L P AVB — Avalon Bay Communities Common Stock

Ownership history in AEW CAPITAL MANAGEMENT L P  ·  107 quarters on record

AI Ownership Summary

AEW CAPITAL MANAGEMENT L P reported Avalon Bay Communities Common Stock (AVB) in 107 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 7.37% in 2025 Q3. The latest visible filing shows AVB at 6.37% 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 AEW CAPITAL MANAGEMENT L P's position in Avalon Bay Communities Common Stock, 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 Q2

AVB was reported at 6.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.37% in 2025 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 Q2

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 AEW CAPITAL MANAGEMENT L P fund profile AEW CAPITAL MANAGEMENT L P full holdings
How AEW CAPITAL MANAGEMENT L P 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 565,293 +39,950 +7.6% 6.37% $106.7M 2026-08-04 $67.76
2026 Q1 REDUCED — — — 525,343 -31,979 -5.7% 6.23% $85.8M 2026-04-28 —
2025 Q4 REDUCED — — — 557,322 -127,576 -18.6% 7.31% $101.0M 2026-02-06 —
2025 Q3 ADDED — — — 684,898 +171,950 +33.5% 7.37% $132.3M 2025-11-10 —
2025 Q2 REDUCED — — — 512,948 -47,248 -8.4% 5.49% $104.4M 2025-08-06 —
2025 Q1 REDUCED — — — 560,196 -20,180 -3.5% 5.88% $120.2M 2025-05-14 —
2024 Q4 ADDED — — — 580,376 +71,380 +14.0% 6.17% $127.7M 2025-02-05 —
2024 Q3 REDUCED — — — 508,996 -79,183 -13.5% 4.94% $114.7M 2024-11-14 —
2024 Q2 REDUCED — — — 588,179 -41,650 -6.6% 5.89% $121.7M 2024-08-14 —
2024 Q1 REDUCED — — — 629,829 -139,959 -18.2% 5.70% $116.9M 2024-05-08 —
97 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

Waterfall Asset Management, LLC 7.93% B&I Capital AG 3Y 4.5% Sophron Capital Management L.P. 4.39% Vert Asset Management LLC 3Y 3.73% Adelante Capital Management LLC 3Y 7Y 3.62% GSI Capital Advisors LLC 3Y 7Y 3.02% Kintayl Capital LP 2.84% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 2.44% Pensionfund PDN 3Y 7Y 2.15% Pensionfund Sabic 3Y 7Y 2.12%

FAQ About AEW CAPITAL MANAGEMENT L P and AVB

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

How long has AEW CAPITAL MANAGEMENT L P reported owning AVB?

AEW CAPITAL MANAGEMENT L P reported AVB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AVB position in AEW CAPITAL MANAGEMENT L P's portfolio?

The largest reported portfolio weight for AVB was 7.37% in 2025 Q3.

What is the latest reported AVB position on this page?

The most recent filing on this page is 2026 Q2, when AEW CAPITAL MANAGEMENT L P reported 565,293 shares, equal to 6.37% of portfolio, with an estimated market value of $106.7M.

What does the chart on this AVB ownership page compare?

The chart compares AEW CAPITAL MANAGEMENT L P'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.

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