Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Avalonbay Cmntys Inc (AVB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — AVB

Based on 744 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AVB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
744 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 (-19 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

363 buying403 selling
Last quarter: 403 funds reduced or exited vs 363 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 94 → 88 → 119 → 112. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new
484 out of 744 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.
📈

Growing discovery — still being found

105 → 94 → 88 → 119 → 112 new funds/Q
New funds entering each quarter: 94 → 88 → 119 → 112. A growing number of institutions are discovering AVB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 757 holders: 518 (68%) are 2+ year veterans, 76 entered 1–2 years ago, and 163 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
64 of 743 holders are among the 100 largest funds by AUM, controlling 62% 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.

Institutional Sentiment Summary — AVB

In 2026 Q1, 363 hedge funds were net buyers of AVB (112 opened a new position, 251 added to an existing one), while 403 reduced or exited (284 trimmed, 119 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 62% of total institutional value in AVB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 744.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

43 top-rated funds 2 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: AVB
2026 Q2 Stats Unlock in 4 days 739 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 739 750 -1.47%
13F Shares 121M 149M -18.94%
Total Value $18.75B $24.08B -22.16%
New Positions 109 119 -10
Increased Positions 249 221 +28
Closed Positions 120 89 +31
Reduced Positions 276 310 -34
Total Calls 8 13 -38.46%
Total Puts 6 7 -14.29%
PUT/CALL Ratio 0.75 0.54 Neutral

Statistics: AVB

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Institutional Holders (2026 Q2)

739 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 AVB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Waterfall Asset Management, LLC 7.93% 68,650 $13.0M
2 Aew Capital Management L P 6.37% 565,293 $106.7M
3 B&I Capital AG 4.50% 10,820 $2.0M
4 Sophron Capital Management L.P. 4.39% 74,987 $14.1M
5 Vert Asset Management LLC 3.73% 72,165 $13.6M
6 GSI Capital Advisors LLC 3.02% 33,929 $6.4M
7 Kintayl Capital LP 2.84% 37,889 $7.1M
8 Lasalle Investment Management Securities LLC 2.44% 363,590 $68.6M
9 Investure, LLC 1.67% 141,930 $26.8M
10 Duff & Phelps Investment Management Co 1.62% 907,436 $171.2M
11 Advocate Group LLC 1.31% 46,043 $8.7M
12 Uniplan Investment Counsel, Inc. 1.26% 58,481 $13.4M
13 Klein Pavlis & Peasley Financial, INC. 1.20% 12,238 $2.3M
14 Kensington Investment Counsel, LLC 1.08% 13,143 $2.5M
15 Dean Capital Management 1.03% 15,111 $2.9M
16 Arbor Capital Management Inc /Adv 1.03% 5,460 $1.0M
17 Beverly Hills Private Wealth, LLC 0.95% 26,465 $5.0M
18 Malaga Cove Capital, LLC 0.93% 15,424 $2.9M
19 Quinn Opportunity Partners LLC 0.83% 94,727 $17.9M
20 Taylor Frigon Capital Management LLC 0.77% 8,749 $1.7M
21 Dean Investment Associates, LLC 0.75% 30,435 $5.7M
22 DigitalBridge Group, Inc. 0.75% 66,550 $12.6M
23 LDR Capital Management LLC 0.74% 3,406 $643K
24 Viking Global Investors LP 0.72% 1,339,782 $252.8M
25 Figure 8 Investment Strategies LLC 0.67% 4,230 $798K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AVB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AVB?

More sellers than buyers — 47% buying: Last quarter: 403 funds reduced or exited vs 363 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 — 62% AUM from top-100 funds: 64 of 743 holders are among the 100 largest funds by AUM, controlling 62% 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?

65% of holders stayed for 2+ years: 484 out of 744 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.

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