AVALONBAY CMNTYS INC (AVB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 146,469,907 shares against 142,797,963 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| STATE STREET CORP | $3.5B | 18,125,166 | 0.05% | 31q | +95.5%+$1.7B |
| BlackRock, Inc. | $3.4B | 17,852,876 | 0.05% | 8q | +1.8%+$59.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.3B | 12,116,343 | 0.10% | 2q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.7B | 9,091,308 | 0.04% | 2q | -1.3%-$22.7M |
| NORGES BANK | $1.5B | 7,691,120 | 0.14% | 32q | HELD |
| JPMORGAN CHASE & CO | $881.9M | 4,577,744 | 0.05% | 31q | +2.5%+$21.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $803.5M | 4,273,269 | 0.04% | 31q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $766.2M | 4,060,560 | 0.08% | 31q | +3.2%+$23.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $667.0M | 3,534,645 | 0.09% | 31q | +3.0%+$19.6M |
| Sixth Street Partners Management Company, L.P. | $667.0M | 3,534,645 | 0.09% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $663.8M | 3,518,162 | 0.33% | 31q | -20.8%-$174.2M |
| NORTHERN TRUST CORP | $494.8M | 2,622,247 | 0.06% | 31q | -1.6%-$7.8M |
| DIMENSIONAL FUND ADVISORS LP | $402.4M | 2,132,560 | 0.07% | 31q | HELD |
| Legal & General Group Plc | $366.7M | 1,943,251 | 0.08% | 31q | -3.8%-$14.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $363.9M | 1,928,458 | 0.07% | 14q | +10.8%+$35.5M |
| BANK OF AMERICA CORP /DE/ | $358.3M | 1,898,748 | 0.02% | 31q | -13.9%-$57.7M |
| Invesco Ltd. | $346.8M | 1,837,925 | 0.03% | 31q | -4.2%-$15.0M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $342.4M | 1,814,872 | 1.62% | 31q | +12.5%+$38.0M |
| MORGAN STANLEY | $317.1M | 1,680,377 | 0.02% | 35q | +0.9%+$2.7M |
| AMERIPRISE FINANCIAL INC | $311.2M | 1,660,375 | 0.06% | 31q | -49.4%-$303.3M |
| GOLDMAN SACHS GROUP INC | $288.2M | 1,527,534 | 0.03% | 31q | -31.8%-$134.1M |
| CITADEL ADVISORS LLC | $268.9M | 1,129,442 | 0.02% | 31q | -22.6%-$78.4M |
| VIKING GLOBAL INVESTORS LP | $252.8M | 1,339,782 | 0.72% | new | NEW |
| FMR LLC | $232.4M | 1,231,619 | 0.01% | 31q | +4.4%+$9.9M |
| Blackstone Inc. | $195.4M | 1,035,426 | 0.50% | 2q | +122.7%+$107.6M |
| Nuveen, LLC | $176.8M | 936,898 | 0.04% | 6q | +10.7%+$17.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $166.8M | 883,856 | 0.03% | 21q | +46.4%+$52.9M |
| Bank of New York Mellon Corp | $154.5M | 818,894 | 0.03% | 31q | -1.6%-$2.5M |
| VANGUARD FIDUCIARY TRUST CO | $147.2M | 780,299 | 0.03% | 2q | -2.1%-$3.1M |
| Sumitomo Mitsui Trust Group, Inc. | $137.2M | 727,094 | 0.08% | 31q | HELD |
| HSBC HOLDINGS PLC | $136.7M | 724,203 | 0.06% | 31q | +4.7%+$6.2M |
| DEUTSCHE BANK AG\ | $129.7M | 687,226 | 0.04% | 34q | +16.0%+$17.9M |
| AEW CAPITAL MANAGEMENT L P | $106.7M | 565,293 | 6.37% | 30q | +7.6%+$7.5M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $105.3M | 557,912 | 0.28% | 31q | +3.1%+$3.2M |
| ENVESTNET ASSET MANAGEMENT INC | $99.8M | 528,734 | 0.01% | 31q | +83.8%+$45.5M |
| Amundi | $99.0M | 524,597 | 0.02% | 21q | -17.2%-$20.6M |
| State of Tennessee, Department of Treasury | $93.7M | 496,514 | 0.28% | 31q | +7.5%+$6.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $87.5M | 463,496 | 0.05% | 31q | +7.6%+$6.2M |
| Holocene Advisors, LP | $85.2M | 451,525 | 0.19% | 8q | -36.6%-$49.1M |
| Bahl & Gaynor LLC | $77.6M | 411,256 | 0.36% | 5q | -19.6%-$18.9M |
| Swiss National Bank | $74.0M | 392,321 | 0.04% | 31q | -5.6%-$4.4M |
| BNP PARIBAS FINANCIAL MARKETS | $73.2M | 388,158 | 0.03% | 31q | +10.0%+$6.6M |
| MILLENNIUM MANAGEMENT LLC | $72.4M | 383,901 | 0.03% | 31q | -8.4%-$6.7M |
| CANADA LIFE ASSURANCE Co | $70.3M | 372,968 | 0.11% | 29q | +3.2%+$2.2M |
| Thrivent Financial for Lutherans | $69.9M | 370,667 | 0.12% | 31q | +54.4%+$24.6M |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | $68.6M | 363,590 | 2.44% | 31q | +5.5%+$3.6M |
| APG Asset Management US Inc. | $67.9M | 356,542 | 0.48% | 18q | HELD |
| UBS Group AG | $64.2M | 340,150 | 0.01% | 31q | -43.2%-$48.8M |
| CITIGROUP INC | $63.1M | 334,232 | 0.02% | 31q | -5.8%-$3.9M |
| NATIONAL BANK OF CANADA /FI/ | $61.4M | 325,614 | 0.04% | 19q | +150.2%+$36.9M |
| BARCLAYS PLC | $60.7M | 321,943 | 0.01% | 31q | -35.5%-$33.4M |
| Qube Research & Technologies Ltd | $60.3M | 319,722 | 0.06% | new | NEW |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $59.6M | 315,695 | 0.08% | 11q | +1625.1%+$56.1M |
| VICTORY CAPITAL MANAGEMENT INC | $59.3M | 314,421 | 0.03% | 31q | +138.3%+$34.4M |
| WELLS FARGO & COMPANY/MN | $58.1M | 308,096 | 0.01% | 31q | -55.1%-$71.3M |
| Allianz Asset Management GmbH | $57.6M | 306,782 | 0.02% | 40q | +42.0%+$17.0M |
| Vanguard Global Advisers, LLC | $56.7M | 300,511 | 0.03% | 2q | -3.1%-$1.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $56.1M | 297,263 | 0.09% | 7q | -9.9%-$6.2M |
| FIRST TRUST ADVISORS LP | $55.3M | 293,109 | 0.03% | 31q | -1.8%-$1.0M |
| Adelante Capital Management LLC | $55.0M | 291,487 | 3.62% | 16q | -10.4%-$6.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $54.7M | 115,482 | 0.00% | 31q | +82.5%+$24.7M |
| California Public Employees Retirement System | $54.2M | 287,461 | 0.03% | 31q | -1.5%-$813.8K |
| Caisse de depot et placement du Quebec | $53.9M | 285,685 | 0.08% | 4q | +641.2%+$46.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $52.6M | 278,623 | 0.04% | 2q | +12.1%+$5.7M |
| RHUMBLINE ADVISERS | $52.2M | 276,468 | 0.04% | 31q | -2.6%-$1.4M |
| NOMURA ASSET MANAGEMENT CO LTD | $51.9M | 275,165 | 0.11% | 31q | +2.3%+$1.2M |
| Asset Management One Co., Ltd. | $51.4M | 272,656 | 0.13% | 31q | HELD |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $50.6M | 268,407 | 0.05% | 31q | -27.4%-$19.1M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $49.6M | 263,014 | 0.04% | 31q | +5481.8%+$48.7M |
| Aberdeen Group plc | $49.2M | 260,839 | 0.07% | 31q | +34.1%+$12.5M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $46.7M | 247,561 | 0.57% | 16q | -1.2%-$564.7K |
| NEUBERGER BERMAN GROUP LLC | $46.5M | 246,664 | 0.03% | 31q | -10.8%-$5.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $46.4M | 246,070 | 0.07% | 3q | -2.9%-$1.4M |
| National Pension Service | $46.1M | 244,469 | 0.03% | 31q | +1.0%+$463.0K |
| Russell Investments Group, Ltd. | $44.7M | 234,145 | 0.04% | 31q | -7.1%-$3.4M |
| PRUDENTIAL FINANCIAL INC | $44.4M | 235,509 | 0.05% | 32q | +74.1%+$18.9M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $43.2M | 228,834 | 0.22% | 3q | +26.6%+$9.1M |
| AQR CAPITAL MANAGEMENT LLC | $41.8M | 221,385 | 0.01% | 31q | +131.4%+$23.7M |
| SEI INVESTMENTS CO | $41.2M | 218,438 | 0.04% | 31q | -19.6%-$10.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | $40.7M | 215,587 | 0.02% | 31q | +36.4%+$10.8M |
| SG Americas Securities, LLC | $39.4M | 209,044 | 0.02% | 31q | +30.9%+$9.3M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $38.7M | 204,900 | 0.11% | 7q | -3.2%-$1.3M |
| Point72 Asset Management, L.P. | $38.1M | 201,782 | 0.04% | 2q | -32.0%-$17.9M |
| FIL Ltd | $35.8M | 189,969 | 0.03% | 31q | +15.1%+$4.7M |
| BANK OF MONTREAL /CAN/ | $32.9M | 174,529 | 0.01% | 31q | +19.8%+$5.4M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $31.8M | 168,360 | 0.01% | 31q | +82.5%+$14.4M |
| Vanguard Investments Australia, Ltd. | $30.8M | 163,006 | 0.08% | 2q | -1.2%-$377.2K |
| RENAISSANCE TECHNOLOGIES LLC | $29.5M | 156,214 | 0.04% | 2q | +22.2%+$5.4M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $29.3M | 155,268 | 0.41% | 31q | +7.9%+$2.1M |
| ROYAL BANK OF CANADA | $29.0M | 153,896 | 0.00% | 31q | -6.4%-$2.0M |
| Gotham Asset Management, LLC | $28.7M | 152,176 | 0.07% | 31q | +5.6%+$1.5M |
| Pacific Heights Asset Management LLC | $28.3M | 150,000 | 0.90% | 31q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $27.3M | 144,609 | 0.01% | new | NEW |
| Robeco Institutional Asset Management B.V. | $27.1M | 143,780 | 0.03% | 38q | +93.1%+$13.1M |
| ALLIANCEBERNSTEIN L.P. | $26.9M | 164,916 | 0.01% | 31q | -0.8%-$229.3K |
| Uniplan Investment Counsel, Inc. | $26.9M | 129,657 | 1.26% | 16q | +121.7%+$14.7M |
| Investure, LLC | $26.8M | 141,930 | 1.67% | 25q | HELD |
| NATIXIS ADVISORS, LLC | $26.5M | 140,703 | 0.03% | 31q | +33.4%+$6.7M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $25.4M | 134,360 | 0.12% | 31q | +37.6%+$6.9M |
| MACQUARIE GROUP LTD | $24.8M | 131,451 | 0.11% | 32q | -1.4%-$362.7K |
Showing the largest 100 of 758 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 758 | $27.8B | 146,469,907 | 81 | 262 | 269 | 0.5% |
| Q1 2026 | 744 | $21.1B | 128,388,715 | 96 | 233 | 271 | 0.5% |
| Q4 2025 | 757 | $25.1B | 138,450,630 | 68 | 221 | 296 | 0.3% |
| Q3 2025 | 743 | $25.1B | 129,634,608 | 80 | 263 | 245 | 0.3% |
| Q2 2025 | 767 | $27.0B | 132,176,488 | 83 | 280 | 248 | 0.3% |
| Q1 2025 | 782 | $28.7B | 133,225,300 | 84 | 275 | 248 | 0.2% |
| Q4 2024 | 765 | $29.5B | 133,996,938 | 64 | 262 | 248 | 0.1% |
| Q3 2024 | 744 | $30.7B | 135,923,974 | 82 | 279 | 210 | 0.4% |
| Q2 2024 | 717 | $27.6B | 132,840,351 | 80 | 273 | 210 | 0.4% |
| Q1 2024 | 706 | $25.4B | 136,049,459 | 62 | 247 | 219 | 0.5% |
| Q4 2023 | 714 | $25.8B | 137,055,704 | 88 | 237 | 233 | 0.7% |
| Q3 2023 | 648 | $22.8B | 131,899,601 | 64 | 240 | 182 | 0.7% |
| Q2 2023 | 648 | $25.3B | 132,900,400 | 67 | 232 | 201 | 0.6% |
| Q1 2023 | 636 | $22.4B | 132,589,005 | 62 | 257 | 170 | 0.3% |
| Q4 2022 | 638 | $20.6B | 127,278,363 | 68 | 214 | 223 | 0.3% |
| Q3 2022 | 645 | $23.9B | 129,077,932 | 75 | 227 | 207 | 0.5% |
| Q2 2022 | 625 | $25.2B | 128,968,266 | 61 | 234 | 194 | 0.7% |
| Q1 2022 | 649 | $32.0B | 127,767,768 | 64 | 234 | 192 | 0.7% |
| Q4 2021 | 648 | $32.4B | 127,499,146 | 83 | 228 | 159 | 0.7% |
| Q3 2021 | 590 | $28.3B | 126,444,884 | 65 | 197 | 172 | 0.9% |
| Q2 2021 | 560 | $27.2B | 129,144,872 | 51 | 196 | 169 | 0.8% |
| Q1 2021 | 576 | $23.5B | 125,906,057 | 80 | 187 | 175 | 1.0% |
| Q4 2020 | 549 | $20.8B | 127,080,701 | 58 | 156 | 218 | 1.1% |
| Q3 2020 | 521 | $19.4B | 128,714,927 | 43 | 157 | 218 | 0.9% |
| Q2 2020 | 567 | $20.3B | 130,821,876 | 77 | 179 | 226 | 0.5% |
| Q1 2020 | 564 | $19.5B | 131,615,587 | 62 | 207 | 203 | 0.4% |
| Q4 2019 | 600 | $28.3B | 134,372,509 | 62 | 204 | 182 | 0.3% |
| Q3 2019 | 553 | $28.4B | 131,087,388 | 39 | 207 | 170 | 0.5% |
| Q2 2019 | 559 | $27.0B | 132,255,211 | 45 | 223 | 165 | 0.7% |
| Q1 2019 | 568 | $26.1B | 129,508,446 | 59 | 213 | 169 | 0.5% |
| Q4 2018 | 558 | $23.1B | 132,338,862 | 8 | 8 | 12 | 0.5% |