Avalonbay CommunitiesAVB

13F holders, Q1 2024 (March 31)
702holders
11famous investors
$185.64avg. 13F price*

At the end of Q1 2024, 702 institutions reported holding Avalonbay Communities Inc. (AVB) in their 13F filings. The largest holders were Vanguard Group Inc. ($4.2B), BlackRock Inc. ($3.0B) and State Street Corp. ($1.7B). 11 famous investors held it, including Daniel Sundheim (1.3% of D1 Capital Partners's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).

Company
Avalonbay Communities Inc.
CUSIP
053484101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 702Q1 2024Q2 2024: 712Q2 2024Q3 2024: 739Q3 2024Q4 2024: 763Q4 2024Q1 2025: 778Q1 2025Q2 2025: 764Q2 2025Q3 2025: 741Q3 2025Q4 2025: 750Q4 2025Q1 2026: 747Q1 2026Q2 2026: 756Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions60$347.0M
Exits69$185.2M

Ownership 702 holders

Vanguard Group Inc. 0.08% Add +0.1% 22,623,180 $4.2B
BlackRock Inc. 0.07% Reduce -0.4% 16,236,175 $3.0B
State Street Corp. 0.08% Reduce -8.0% 9,115,152 $1.7B
Norges Bank 0.20% Add +0.1% 6,796,142 $1.3B
Principal Financial Group Inc. 0.52% Add +2.4% 4,759,095 $883.1M
T. Rowe Price Associates Inc. 0.10% Reduce -23.1% 4,264,288 $791.3M
JPMorgan Chase & Co. 0.06% Add +1.6% 3,856,960 $715.7M
Geode Capital Management, LLC 0.06% Add +2.9% 3,485,871 $645.2M
Legal & General Group Plc 0.12% Reduce -3.3% 2,245,658 $416.7M
Deutsche Bank AG 0.18% Reduce -3.1% 2,091,318 $388.1M
Dimensional Fund Advisors LP 0.10% Add +1.1% 2,060,638 $382.4M
Canada Pension Plan Investment Board 0.39% Add +14.4% 1,980,675 $367.5M
Clearbridge Investments, LLC 0.27% Add +0.5% 1,847,511 $342.8M
Ameriprise Financial Inc. 0.09% Reduce -0.9% 1,833,185 $340.2M
Northern Trust Corp. 0.06% Reduce -4.4% 1,779,723 $330.2M
Charles Schwab Investment Management Inc. 0.07% Add +1.9% 1,542,832 $286.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Reduce -4.3% 1,531,442 $284.2M
Morgan Stanley 0.02% Reduce -1.0% 1,464,008 $271.7M
Wellington Management Group LLP 0.04% Reduce -38.3% 1,306,576 $242.4M
Nuveen Asset Management, LLC 0.07% Reduce -16.9% 1,288,644 $239.6M
Goldman Sachs Group Inc. 0.05% Reduce -39.5% 1,186,036 $220.1M
Bank of New York Mellon Corp 0.04% Reduce -4.0% 1,057,066 $196.1M
Sumitomo Mitsui Trust Group, Inc. 0.12% Reduce -1.6% 978,207 $181.5M
Invesco Ltd. 0.04% Reduce -42.8% 975,991 $181.1M
Duff & Phelps Investment Management Co. 1.91% Add +70.0% 859,847 $159.6M
Russell Investments Group, Ltd. 0.23% Add +11.9% 784,723 $145.6M
Citadel Advisors 0.14% Add +6389.3% 764,769 $141.9M
Bank of America Corp. 0.01% Add +11.5% 638,349 $118.5M
CBRE Investment Management Listed Real Assets LLC 2.18% Reduce -24.4% 631,595 $117.2M
Aew Capital Management L P 5.70% Reduce -18.2% 629,829 $116.9M
Lasalle Investment Management Securities LLC 4.53% Reduce -1.7% 592,504 $109.9M
APG Asset Management US Inc. 0.61% No change 584,923 $106.1M
HSBC Holdings PLC 0.07% Add +18.1% 534,819 $99.2M
Janus Henderson Group PLC 0.05% Add +6.1% 521,815 $96.8M
Centersquare Investment Management LLC 1.12% Reduce -15.6% 509,724 $96.6M
Macquarie Group Ltd. 0.10% Reduce -0.5% 469,180 $87.1M
Massachusetts Financial Services Co. 0.03% Reduce -41.9% 451,643 $83.8M
D1 Capital Partners 1.27% New 448,525 $83.2M
American Century Companies Inc. 0.05% Reduce -2.5% 435,078 $80.7M
Swiss National Bank 0.06% Reduce -4.2% 425,221 $78.9M
UBS Group AG 0.03% Add +19.1% 424,492 $78.8M
Schroder Investment Management Group 0.09% Reduce -17.9% 406,367 $75.4M
Balyasny Asset Management L.P. 0.19% New 389,980 $72.4M
Adelante Capital Management LLC 4.72% Add +7.1% 386,562 $71.7M
Amundi 0.03% Reduce -13.4% 380,368 $69.2M
AXA S.A. 0.21% Add +10.5% 372,794 $69.2M
Royal Bank of Canada 0.02% Add +11.6% 366,939 $68.1M
Neuberger Berman Group LLC 0.05% Add +114.8% 354,955 $65.9M
California Public Employees Retirement System 0.05% Add +0.7% 353,425 $65.6M
Alliancebernstein L.P. 0.02% Add +63.5% 352,686 $65.4M
Thrivent Financial for Lutherans 0.13% Reduce -1.7% 351,181 $65.2M
CANADA LIFE ASSURANCE Co 0.13% Add +0.8% 343,798 $63.8M
Allianz Asset Management GmbH 0.10% Add +85.6% 323,893 $60.1M
Aberdeen Group plc 0.11% Reduce -4.5% 300,471 $55.8M
Rhumbline Advisers 0.05% Add +0.9% 300,466 $55.8M
Marshall Wace, LLP 0.09% Add +80.0% 298,918 $55.5M
Asset Management One Co., Ltd. 0.21% Reduce -2.8% 293,764 $54.5M
Envestnet Asset Management Inc. 0.02% Add +88.0% 292,100 $54.2M
Alyeska Investment Group, L.P. 0.34% Add +187.6% 289,851 $53.8M
Credit Suisse AG/ 0.05% Reduce -3.0% 284,216 $52.7M
Barclays PLC 0.02% Reduce -10.9% 280,599 $52.1M
Public Employees Retirement System of Ohio 0.20% Add +0.6% 276,117 $51.2M
M&T Bank Corp 0.18% Add +3.2% 274,795 $51.0M
Sei Investments Co. 0.07% Add +2.2% 268,461 $49.8M
State of Tennessee, Department of Treasury 0.18% Add +0.4% 263,259 $48.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +15.7% 255,663 $47.4M
Ferguson Wellman Capital Management, Inc. 0.95% Add +0.7% 250,551 $46.5M
FMR LLC 0.00% Reduce -0.6% 248,196 $46.1M
BNP Paribas Financial Markets 0.05% Add +86.7% 234,743 $43.6M
Wells Fargo & Company 0.01% Reduce -3.1% 231,545 $43.0M
GRS Advisors, LLC 5.68% Add +83.5% 228,082 $42.3M
Utah Retirement Systems 0.49% No change 227,696 $42.3M
Nordea Investment Management AB 0.05% Add +4.0% 222,263 $41.3M
California State Teachers Retirement System 0.05% Reduce -0.1% 219,653 $40.8M
SG Americas Securities, LLC 0.21% Add +4563.7% 212,803 $39.5M
Citigroup Inc. 0.04% Add +22.5% 209,082 $38.8M
Nomura Asset Management Co. Ltd. 0.14% Add +3.3% 205,768 $38.2M
National Pension Service 0.04% Add +5.1% 196,662 $36.5M
Bank of Montreal 0.01% Add +3.3% 192,817 $35.9M
Franklin Resources Inc. 0.01% Reduce -5.0% 191,865 $35.6M
STRS Ohio 0.14% Add +14.8% 190,842 $35.4M
Renaissance Technologies 0.05% Add +25.8% 174,814 $32.4M
Healthcare of Ontario Pension Plan Trust Fund 0.11% Reduce -12.0% 171,690 $31.9M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -4.9% 168,053 $30.8M
Heitman Real Estate Securities LLC 1.75% Reduce -52.9% 165,429 $30.7M
State Board of Administration of Florida Retirement System 0.07% Add +9.4% 177,298 $29.8M
Raymond James & Associates 0.02% Add +0.1% 157,732 $29.3M
Caisse de depot et placement du Quebec 0.07% Add +348.1% 157,300 $29.2M
Victory Capital Management Inc. 0.03% Reduce -0.9% 152,739 $28.3M
Adage Capital Partners Gp, L.L.C. 0.05% Add +287.7% 150,561 $27.9M
Sun Life Financial Inc. 1.76% No change 150,427 $27.9M
Van Lanschot Kempen Investment Management N.V. 0.34% Reduce -8.0% 146,416 $27.2M
Aviva PLC 0.09% Reduce -3.4% 144,830 $26.9M
ExodusPoint Capital Management, LP 0.33% Add +5835.9% 143,055 $26.5M
Hazelview Securities Inc. 4.95% Reduce -22.7% 144,657 $26.2M
Point72 Asset Management 0.08% New 140,887 $26.1M
New York State Common Retirement Fund 0.03% Reduce -27.3% 137,672 $25.5M
Jennison Associates LLC 0.02% Reduce -8.0% 131,644 $24.4M
Eminence Capital, LP 0.45% New 131,392 $24.4M
New York State Teachers Retirement System 0.05% Reduce -6.5% 122,967 $22.8M
Storebrand Asset Management As 0.08% Reduce -3.1% 121,272 $22.5M
King Street Capital Management, L.P. 47.66% Add +20.0% 120,000 $22.3M
Chilton Capital Management LLC 1.04% Reduce -2.3% 117,704 $22.0M
Retirement Systems of Alabama 0.08% Add +0.0% 116,470 $21.6M
Presima Securities ULC 4.88% Reduce -0.9% 113,114 $21.0M
Qube Research & Technologies Ltd 0.04% Add +162.4% 111,544 $20.7M
Manufacturers Life Insurance Company, The 0.02% Reduce -11.5% 111,541 $20.7M
Moran Wealth Management, LLC 0.67% Reduce -2.7% 110,899 $20.6M
Prudential Financial Inc. 0.03% Reduce -1.9% 105,741 $19.6M
State of New Jersey Common Pension Fund D 0.06% No change 103,839 $19.3M
Pictet Asset Management Holding SA 0.02% Add +5.1% 102,733 $19.1M
DekaBank Deutsche Girozentrale 0.03% Add +10.0% 100,334 $18.3M
Investure, LLC 3.15% No change 96,900 $18.0M
Robeco Institutional Asset Management B.V. 0.04% Reduce -72.8% 96,331 $17.9M
State of Alaska, Department of Revenue 0.20% Reduce -3.6% 94,742 $17.6M
Uniplan Investment Counsel, Inc. 1.35% Reduce -3.7% 91,004 $16.9M
Danske Bank A/S 0.05% — 90,666 $16.8M
Schonfeld Strategic Advisors LLC 0.13% New 90,643 $16.8M
Nisa Investment Advisors, LLC 0.11% Add +3.9% 89,219 $16.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +10.9% 87,755 $16.3M
Employees Retirement System of Texas 0.18% Add +103.0% 86,700 $16.1M
State of Wisconsin Investment Board 0.04% Add +1.6% 85,009 $15.8M
Millennium Management 0.01% Add +31.0% 84,944 $15.8M
Toronto Dominion Bank 0.02% Reduce -12.5% 83,728 $15.5M
Voloridge Investment Management, LLC 0.06% Reduce -42.1% 81,445 $15.1M
Boston Trust Walden Corp 0.11% Add +0.6% 79,859 $14.8M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -1.0% 79,513 $14.8M
Resona Asset Management Co.,Ltd. 0.09% — 78,742 $14.6M
Verition Fund Management LLC 0.15% New 76,232 $14.1M
National Bank of Canada 0.02% Add +58.5% 71,212 $14.0M
Soroban Capital Partners LP 0.21% Reduce -69.2% 74,975 $13.9M
Gillson Capital LP 1.30% New 73,699 $13.7M
Avalon Trust Co 1.09% Add +1.4% 71,705 $13.3M
Voya Investment Management LLC 0.01% Add +13.1% 71,606 $13.3M
Handelsbanken Fonder AB 0.06% Add +6.5% 71,592 $13.3M
AQR Capital Management 0.02% Add +8.8% 70,322 $13.0M
Masterton Capital Management, LP 10.06% New 69,200 $12.8M
Varma Mutual Pension Insurance Co 0.11% New 69,100 $12.8M
LPL Financial LLC 0.01% Add +1.4% 68,893 $12.8M
Stifel Financial Corp. 0.01% Add +7.1% 66,405 $12.3M
Squarepoint Ops LLC 0.05% Reduce -11.3% 66,288 $12.3M
Davis Selected Advisers 0.07% Reduce -10.7% 66,120 $12.3M
Guggenheim Capital LLC 0.09% Reduce -25.8% 65,749 $12.2M
Treasurer of the State of North Carolina 0.05% Add +0.7% 65,089 $12.1M
Auto-Owners Insurance Co 0.32% No change 65,000 $12.1M
Royal London Asset Management Ltd. 0.03% Add +0.4% 63,613 $11.8M
Andra AP-fonden 0.21% New 62,500 $11.6M
Natixis Advisors, LLC 0.03% Add +10.4% 62,440 $11.6M
Daiwa Securities Group Inc. 0.07% Add +6.3% 61,152 $11.3M
Lighthouse Investment Partners, LLC 0.67% New 61,000 $11.3M
Van Eck Associates Corp. 0.02% Add +3.4% 60,947 $11.3M
Pacific Heights Asset Management LLC 0.91% No change 60,000 $11.1M
1832 Asset Management L.P. 0.02% Add +7.2% 59,824 $11.1M
Vert Asset Management LLC 4.58% Add +5.8% 58,752 $10.9M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -11.8% 58,637 $10.9M
Cibc World Markets Corp. 0.07% Reduce -10.8% 58,445 $10.8M
Manning & Napier Group, LLC 0.13% Add +0.3% 56,868 $10.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -1.1% 56,256 $10.4M
Makena Capital Management LLC 2.39% Add +0.9% 55,317 $10.3M
FIL Ltd 0.01% Reduce -5.8% 54,632 $10.1M
KBC Group NV 0.03% Reduce -27.5% 52,533 $9.7M
GSI Capital Advisors LLC 5.69% Add +2.7% 52,126 $9.7M
CI Investments Inc. 0.04% Add +5.9% 51,312 $9.5M
Cerity Partners LLC 0.03% Reduce -10.9% 51,163 $9.5M
Korea Investment CORP 0.02% Add +9.5% 50,854 $9.4M
Baron Capital (BAMCO) 0.03% Reduce -16.4% 50,840 $9.4M
Corient Private Wealth LP 0.02% Reduce -4.4% 49,595 $9.2M
Janney Montgomery Scott LLC 0.03% Add +9.4% 48,152 $8.9M
TD Asset Management Inc 0.01% Add +1.9% 47,637 $8.8M
UniSuper Management Pty Ltd 0.08% Add +13.5% 47,416 $8.8M
Illinois Municipal Retirement Fund 0.13% No change 45,113 $8.4M
Baird Financial Group, Inc. 0.02% Reduce -1.0% 44,881 $8.3M
Michelson Medical Research Foundation, Inc. 5.00% No change 44,485 $8.3M
Quinn Opportunity Partners LLC 0.92% No change 43,674 $8.1M
Thompson Siegel & Walmsley LLC 0.12% No change 42,700 $7.9M
Sienna Gestion 0.68% — 42,410 $7.9M
New York Life Investment Management LLC 0.08% Reduce -2.1% 41,833 $7.8M
Vestcor Inc 0.27% Add +39.7% 41,729 $7.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +9.3% 41,271 $7.7M
State of Michigan Retirement System 0.04% No change 41,111 $7.6M
Arizona State Retirement System 0.05% Add +2.0% 40,754 $7.6M
Susquehanna International Group, LLP 0.01% Reduce -9.8% 40,018 $7.4M
Nan Shan Life Insurance Co., Ltd. 0.17% No change 39,815 $7.4M
Westpac Banking Corp. 0.56% Reduce -10.2% 39,665 $7.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Add +7.4% 39,221 $7.3M
USS Investment Management Ltd 0.06% Add +12.3% 39,218 $7.3M
Forsta Ap-Fonden 0.06% Reduce -32.0% 38,500 $7.1M
HRT Financial LP 0.04% Add +150.0% 37,911 $7.0M
Tidal Investments LLC 0.12% Add +36.5% 37,638 $7.0M
American International Group, Inc. 0.02% Reduce -0.4% 37,097 $6.9M
Allstate Corp. 0.46% Reduce -18.7% 34,901 $6.5M
Nissay Asset Management Corp. /Japan 0.04% Add +2.2% 33,907 $6.3M
MetLife Investment Management, LLC 0.04% Reduce -3.6% 33,210 $6.2M
Liberty Mutual Group Asset Management Inc. 1.75% New 33,171 $6.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +14.4% 32,952 $6.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -16.4% 36,031 $6.0M
Vident Advisory, LLC 0.12% Add +9.2% 32,132 $6.0M
ProShare Advisors LLC 0.02% Reduce -1.7% 30,984 $5.7M
Hilton Capital Management, LLC 0.51% Add +0.3% 30,669 $5.7M
Hantz Financial Services, Inc. 0.11% Reduce -4.5% 30,532 $5.7M
Man Group plc 0.02% Reduce -39.3% 30,462 $5.7M
FineMark National Bank & Trust 0.21% Reduce -3.0% 30,406 $5.6M
Huntington National Bank 0.06% Reduce -7.3% 30,259 $5.6M
Jane Street Group, LLC 0.01% Reduce -36.7% 30,150 $5.6M
Westwood Holdings Group Inc. 0.04% New 30,000 $5.6M
Amalgamated Bank 0.05% Reduce -17.1% 29,412 $5.5M
Texas Permanent School Fund Corp. 0.04% No change 29,322 $5.4M
Susquehanna Portfolio Strategies, LLC 0.13% Reduce -30.2% 29,036 $5.4M
IFM Investors Pty Ltd 0.06% No change 28,620 $5.3M
Sarasin & Partners LLP 0.05% No change 28,438 $5.3M
BI Asset Management Fondsmaeglerselskab A/S 0.10% Reduce -0.4% 28,001 $5.2M
Susquehanna Fundamental Investments, LLC 0.24% New 27,872 $5.2M
Holocene Advisors, LP 0.02% New 27,453 $5.1M
Pensionfund PDN 2.66% Add +10.3% 26,820 $5.0M
Gotham Asset Management 0.07% Add +63.2% 25,942 $4.8M
Xponance LLC 0.05% Add +8.4% 25,883 $4.8M
Invenomic Capital Management LP 0.25% New 25,603 $4.8M
Yousif Capital Management, LLC 0.05% Reduce -1.5% 24,986 $4.6M
Czech National Bank 0.06% Add +0.3% 24,959 $4.6M
Lombard Odier Asset Management (Europe) Ltd 0.45% Add +54.8% 24,870 $4.6M
Swedbank AB 0.01% Add +2.6% 24,423 $4.5M
DNB Asset Management AS 0.02% Reduce -53.5% 23,473 $4.4M
Riverview Capital Advisers, LLC 1.45% Add +2.7% 22,758 $4.2M
Concentric Wealth Management, LLC 1.12% Add +3.9% 22,720 $4.2M
Abn Amro Investment Solutions 0.07% Reduce -0.2% 22,661 $4.2M
Intact Investment Management Inc. 0.16% No change 22,300 $4.1M
Advocate Group LLC 0.79% Add +6.9% 21,541 $4.0M
CIBC Asset Management Inc 0.01% Add +1.6% 21,231 $3.9M
HighTower Advisors, LLC 0.01% Add +7.0% 21,165 $3.9M
Bank of Nova Scotia 0.01% Reduce -0.8% 19,957 $3.7M
ING Groep NV 0.02% Reduce -0.0% 19,438 $3.6M
Atom Investors LP 0.45% Add +199.6% 19,434 $3.6M
Public Employees Retirement Association of Colorado 0.02% Reduce -5.4% 19,435 $3.6M
Cohen & Steers, Inc. 0.01% No change 19,368 $3.6M
Sunesis Advisors, LLC 2.09% Add +14.1% 19,205 $3.6M
Mackenzie Financial Corp. 0.01% Reduce -41.6% 18,811 $3.5M
Metis Global Partners, LLC 0.13% Reduce -3.3% 18,615 $3.5M
Mutual of America Capital Management LLC 0.04% Reduce -2.1% 18,599 $3.5M
US Bancorp \de 0.00% Reduce -0.8% 18,545 $3.4M
FORA Capital, LLC 0.28% Add +27.0% 18,386 $3.4M
Commonwealth Equity Services, LLC 0.01% Reduce -10.0% 18,384 $3.4M
Groupama Asset Managment 0.06% Reduce -65.8% 13,546 $3.4M
First Trust Advisors LP 0.00% Reduce -21.5% 18,191 $3.4M
Mechanics Bank Trust Department 0.49% Add +736.0% 17,874 $3.3M
Daiichi Life Insurance Co., Ltd. 0.07% No change 17,853 $3.3M
Rye Brook Capital LLC 1.93% Add +0.6% 17,700 $3.3M
Cetera Investment Advisers 0.01% Add +153.3% 17,564 $3.3M
Candriam S.C.A. 0.02% Add +10.8% 17,502 $3.2M
Rafferty Asset Management, LLC 0.01% Reduce -10.8% 16,985 $3.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +3.7% 16,955 $3.1M
Perpetual Ltd 0.03% Reduce -4.3% 16,940 $3.1M
Public Sector Pension Investment Board 0.02% Reduce -0.9% 16,826 $3.1M
HST Ventures, LLC 1.24% New 16,493 $3.1M
Pallas Capital Advisors LLC 0.13% Add +80.5% 16,380 $3.0M
Pathstone Holdings, LLC 0.01% Reduce -8.4% 16,335 $3.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +23.0% 16,192 $3.0M
Ensign Peak Advisors, Inc 0.01% Add +5.4% 15,730 $2.9M
Brown Advisory Inc. 0.00% Reduce -0.5% 15,698 $2.9M
Spirit of America Management Corp. 0.57% Reduce -1.3% 15,190 $2.8M
Bremer Bank National Association 0.50% Add +8.1% 14,572 $2.7M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 14,500 $2.7M
B. Metzler seel. Sohn & Co. AG 0.03% Add +44.5% 14,458 $2.7M
PNC Financial Services Group, Inc. 0.00% Reduce -2.9% 14,426 $2.7M
Assetmark, Inc. 0.01% Add +5.5% 14,199 $2.6M
Jones Road Capital Management, L.P. 2.66% Add +10.9% 13,857 $2.6M
Osaic Holdings, Inc. 0.01% Reduce -22.8% 13,817 $2.6M
Prudential PLC 0.02% Add +152.9% 13,797 $2.6M
Malaga Cove Capital, LLC 1.02% No change 13,522 $2.5M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.30% Reduce -3.7% 13,465 $2.5M
Quantinno Capital Management LP 0.05% Add +30.6% 13,407 $2.5M
Vanderbilt University 0.52% Add +261.5% 13,406 $2.5M
Pensionfund Sabic 0.74% Add +28.8% 13,402 $2.5M
Meritage Portfolio Management 0.16% Reduce -5.9% 13,402 $2.5M
Agf Management Ltd. 0.01% Reduce -18.8% 13,373 $2.5M
Elo Mutual Pension Insurance Co 0.06% Add +4.4% 12,941 $2.4M
Oregon Public Employees Retirement Fund 0.04% Add +9.0% 12,110 $2.2M
Aurora Investment Managers, LLC. 1.63% Add +62.0% 11,943 $2.2M
Wedge Capital Management L L P 0.04% Reduce -30.3% 11,845 $2.2M
Norinchukin Bank, The 0.07% Reduce -1.4% 11,765 $2.2M
Gulf International Bank (UK) Ltd 0.05% Add +0.8% 11,753 $2.2M
Azzad Asset Management Inc. 0.25% Reduce -20.1% 11,660 $2.2M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -74.8% 11,547 $2.1M
Altshuler Shaham Ltd 0.08% Reduce -2.3% 11,286 $2.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.5% 11,117 $2.1M
Ethic Inc. 0.05% Reduce -3.7% 11,063 $2.1M
Ostrum Asset Management 0.16% Add +0.8% 11,051 $2.1M
Dean Investment Associates, LLC 0.28% Add +0.4% 11,044 $2.0M
Coldstream Capital Management Inc. 0.05% Add +25.0% 10,943 $2.0M
Mariner, LLC 0.00% Add +5.1% 10,823 $2.0M
DoubleLine ETF Adviser LP 0.51% Add +11.2% 10,810 $2.0M
Paralel Advisors LLC 0.09% Reduce -0.9% 10,800 $2.0M
Kentucky Retirement Systems 0.06% Reduce -5.2% 10,773 $2.0M
Maryland State Retirement & Pension System 0.04% No change 11,027 $2.0M
Edgestream Partners, L.P. 0.10% Add +199.8% 10,636 $2.0M
Credit Agricole S A 0.03% Add +39.0% 10,708 $1.9M
Kensington Investment Counsel, LLC 0.89% Add +22.3% 10,502 $1.9M
Lynch Asset Management, Inc. 0.92% No change 10,500 $1.9M
Nicola Wealth Management LTD. 0.19% Reduce -26.5% 7,750 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Reduce -5.6% 10,364 $1.9M
Achmea Investment Management B.V. 0.04% Add +182.9% 10,355 $1.9M
Procyon Advisors, LLC 0.15% Add +17.2% 10,349 $1.9M
GeoWealth Management, LLC 0.07% New 10,151 $1.9M
Metropolitan Life Insurance Co 0.08% Reduce -0.3% 10,102 $1.9M
Atria Investments, Inc 0.03% Add +5.1% 10,044 $1.9M
Boothbay Fund Management, LLC 0.06% Reduce -0.6% 9,986 $1.9M
Naviter Wealth, LLC 0.30% Add +14.8% 9,713 $1.8M
Blair William & Co. 0.01% Add +3.2% 9,758 $1.8M
SteelPeak Wealth, LLC 0.09% New 9,616 $1.8M
CIBC Private Wealth Group LLC 0.00% Reduce -32.2% 9,911 $1.8M
Pacer Advisors, Inc. 0.00% Add +2.7% 9,624 $1.8M
LDR Capital Management LLC 1.44% Reduce -0.3% 9,476 $1.8M
Hartford Investment Management Co. 0.06% Reduce -4.1% 9,163 $1.7M
Sterling Investment Management, LLC 1.18% Add +4.1% 9,038 $1.7M
Coronation Fund Managers Ltd. 0.04% New 8,711 $1.6M
Kestra Advisory Services, LLC 0.01% Add +310.6% 8,597 $1.6M
Vanguard Personalized Indexing Management, LLC 0.03% Add +9.9% 8,481 $1.6M
NJ State Employees Deferred Compensation Plan 0.20% No change 8,407 $1.6M
Securian Asset Management, Inc. 0.05% Reduce -7.5% 8,306 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -3.5% 8,300 $1.5M
Delphi Management Inc. 1.19% Add +15.3% 8,298 $1.5M
Shell Asset Management Co. 0.07% Reduce -45.3% 7,445 $1.5M
Horizon Investments, LLC 0.04% Add +7.2% 8,222 $1.5M
Texas Yale Capital Corp. 0.07% Add +38.7% 8,113 $1.5M
Lazard Asset Management LLC 0.00% Add +52.3% 8,116 $1.5M
Fifth Third Bancorp 0.01% Reduce -16.4% 7,772 $1.4M
Tower Research Capital LLC (TRC) 0.03% Reduce -63.7% 7,769 $1.4M
Truist Financial Corp. 0.00% Reduce -4.1% 7,687 $1.4M
RB Capital Management, LLC 0.40% Add +2.1% 7,647 $1.4M
Red Spruce Capital, LLC 0.64% Add +15.6% 7,484 $1.4M
Bank Ozk 0.61% Add +2.0% 7,380 $1.4M
Dean Capital Management 0.79% No change 7,358 $1.4M
Commerce Bank 0.01% Add +0.7% 7,352 $1.4M
Federated Hermes, Inc. 0.00% Reduce -18.3% 7,150 $1.3M
Resolution Capital Ltd 0.02% Add +120.3% 7,134 $1.3M
New Mexico Educational Retirement Board 0.05% Reduce -4.0% 7,127 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +11.3% 7,100 $1.3M
PEAK6 Investments LLC 0.06% Reduce -6.5% 7,088 $1.3M
Lockheed Martin Investment Management Co. 0.09% Reduce -23.6% 7,110 $1.3M
Arbor Capital Management Inc. 1.23% Reduce -6.6% 6,597 $1.3M
Erste Asset Management GmbH 0.02% No change 7,000 $1.3M
Creative Planning 0.00% Add +13.4% 6,912 $1.3M
Jump Financial, LLC 0.03% Add +87.1% 6,886 $1.3M
Crossmark Global Holdings, Inc. 0.02% Reduce -7.1% 6,811 $1.3M
Moors & Cabot, Inc. 0.07% No change 6,731 $1.2M
Panagora Asset Management Inc. 0.01% Reduce -31.4% 6,676 $1.2M
Ramirez Asset Management, Inc. 0.25% No change 6,646 $1.2M
Two Sigma Investments, LP 0.00% Reduce -23.1% 6,535 $1.2M
Martingale Asset Management L P 0.02% Reduce -18.8% 6,414 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -4.8% 6,397 $1.2M
Orion Portfolio Solutions, LLC 0.01% Reduce -4.8% 6,397 $1.2M
Sheaff Brock Investment Advisors, LLC 0.09% Add +1.1% 6,361 $1.2M
Wealthfront Advisers LLC 0.00% Add +2.2% 6,261 $1.2M
Founders Financial Securities LLC 0.12% Add +8.7% 6,227 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +0.9% 6,226 $1.2M
Engineers Gate Manager LP 0.03% Add +177.6% 5,987 $1.1M
QRG Capital Management, Inc. 0.01% Reduce -1.3% 5,783 $1.1M
Wambolt & Associates, LLC 0.32% Add +70.6% 5,794 $1.1M
SVB Wealth LLC 0.02% Add +1.1% 5,529 $1.0M
Pasadena Private Wealth, LLC 0.23% Add +0.5% 5,503 $1.0M
Fisher Asset Management 0.00% New 5,500 $1.0M
E. Ohman J:or Asset Management AB 0.03% Add +10.0% 5,500 $1.0M
Ontario Teachers Pension Plan Board 0.01% Reduce -16.5% 5,468 $1.0M
Bull Street Advisors, LLC 0.48% No change 5,440 $1.0M
AlphaQuest LLC 0.17% New 5,262 $976K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -12.8% 5,131 $952K
Oppenheimer Asset Management Inc. 0.01% Reduce -13.3% 5,075 $942K
Great Lakes Retirement, Inc. 0.14% Add +3.9% 5,072 $941K
Ar Asset Management Inc. 0.23% No change 5,000 $928K
Arden Trust Co 0.13% Reduce -6.7% 5,001 $928K
Captrust Financial Advisors 0.00% Reduce -8.9% 4,906 $910K
Ossiam 0.02% Reduce -42.2% 4,882 $906K
Campbell & CO Investment Adviser LLC 0.08% Reduce -34.1% 4,804 $891K
Cornerstone Advisors, LLC 0.04% No change 4,700 $872K
Delta Investment Management, LLC 0.20% Add +0.8% 4,699 $872K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -7.5% 4,681 $869K
TD Waterhouse Canada Inc. 0.01% New 4,769 $867K
Allianz SE 0.03% — 4,574 $849K
PGGM Investments 0.01% Add +18.0% 4,555 $845K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.1% 4,501 $835K
O'shaughnessy Asset Management, LLC 0.01% Add +51.6% 4,476 $831K
Trillium Asset Management, LLC 0.02% Reduce -94.5% 4,462 $828K
APG Asset Management N.V. 0.00% No change 4,816 $827K
Assenagon Asset Management S.A. 0.00% Reduce -1.2% 4,353 $808K
Banque Cantonale Vaudoise 0.03% Reduce -42.4% 4,339 $805K
Bridgefront Capital, LLC 0.61% New 4,328 $803K
OMERS ADMINISTRATION Corp 0.01% New 4,300 $798K
Alberta Investment Management Corp 0.01% No change 4,300 $798K
Summit Global Investments 0.06% New 4,288 $796K
Teacher Retirement System of Texas 0.01% Reduce -87.4% 4,261 $791K
Sheets Smith Wealth Management 0.09% New 4,140 $768K
Grassi Investment Management 0.07% No change 4,085 $758K
Excalibur Management Corp. 0.31% Add +0.1% 3,986 $740K
Elevation Wealth Partners, LLC 0.37% No change 3,979 $738K
HGI Capital Management, LLC 0.79% Add +9.7% 3,968 $736K
Virtu Financial LLC 0.05% Add +78.6% 3,845 $713K
Rakuten Investment Management, Inc. 0.01% Add +987.2% 3,816 $708K
Entropy Technologies, LP 0.08% Add +2.5% 3,811 $707K
Ofi Invest Asset Management 0.02% Reduce -10.9% 4,109 $706K
Advisors Asset Management, Inc. 0.01% Reduce -39.0% 3,757 $697K
Praxis Investment Management Inc. 0.05% No change 3,750 $696K
GTS Securities LLC 0.02% Reduce -50.0% 3,747 $695K
Penserra Capital Management LLC 0.01% Reduce -14.5% 3,695 $685K
United Capital Financial Advisors, LLC 0.01% Add +142.2% 3,686 $684K
First Trust Direct Indexing L.P. 0.05% Add +10.4% 3,574 $663K
Pinebridge Investments, L.P. 0.01% Reduce -93.4% 3,489 $647K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +0.9% 3,477 $645K
Laird Norton Wetherby Wealth Management, LLC 0.03% Add +0.8% 3,453 $641K
Tokio Marine Asset Management Co. Ltd. 0.03% Reduce -1.1% 3,440 $638K
Guidance Capital, Inc. 0.23% Add +8.8% 3,512 $635K
Degroof Petercam Asset Management 0.01% No change 3,400 $631K
Caldwell Trust Co 0.07% Add +90.0% 3,358 $623K
Point72 (DIFC) Ltd 0.05% — 3,355 $623K
Plato Investment Management Ltd 0.06% Add +863.7% 3,315 $615K
Bridgewater Associates 0.00% Reduce -66.3% 3,250 $603K
Hilltop National Bank 0.20% — 3,230 $599K
Townsquare Capital LLC 0.01% Add +1.9% 3,199 $594K
Whittier Trust Co. 0.01% Reduce -3.7% 3,076 $571K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.5% 3,064 $568K
Kintegral Advisory, LLC 0.06% Reduce -0.3% 3,029 $567K
Wedbush Securities Inc. 0.02% New 3,019 $560K
Beverly Hills Private Wealth, LLC 0.13% New 3,010 $559K
UMB Bank, n.a. 0.01% No change 3,005 $558K
D. E. Shaw & Co. 0.00% New 2,988 $554K
Ashton Thomas Private Wealth, LLC 0.03% Add +7.8% 2,960 $549K
Greenleaf Trust 0.01% Reduce -1.0% 2,953 $548K
Wolverine Trading, LLC 0.01% Reduce -64.4% 2,929 $544K
NEOS Investment Management LLC 0.03% Add +45.2% 2,915 $541K
Vinva Investment Management Ltd 0.03% Reduce -40.9% 2,786 $517K
Exchange Traded Concepts, LLC 0.01% Reduce -4.0% 2,747 $510K
Flputnam Investment Management Co. 0.01% Add +17.6% 2,708 $502K
Stonegate Investment Group, LLC 0.02% Add +8.0% 2,698 $501K
Glenmede Trust Co. NA 0.00% Reduce -7.1% 2,654 $492K
Park Avenue Securities LLC 0.01% Reduce -1.8% 2,612 $485K
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.1% 2,609 $484K
Impact Partnership Wealth, LLC 0.19% Reduce -12.4% 2,594 $481K
Keybank National Association 0.00% Add +5.8% 2,502 $464K
Commerzbank Aktiengesellschaft 0.02% Add +7.5% 2,473 $459K
High Probability Advisors, LLC 0.08% No change 2,423 $450K
Siemens Fonds Invest GmbH 0.03% Reduce -2.5% 2,399 $445K
EPG Wealth Management LLC 0.11% Add +11.2% 2,356 $437K
MML Investors Services, LLC 0.00% Reduce -19.8% 2,356 $437K
Bristlecone Advisors, LLC 0.04% Reduce -16.7% 2,312 $429K
Investment Management Corp of Ontario 0.01% Reduce -30.3% 2,304 $428K
Mystic Asset Management, Inc. 0.18% Add +47.7% 2,290 $425K
Brevan Howard Capital Management LP 0.04% New 2,271 $421K
Wintrust Investments LLC 0.04% Add +11.0% 2,243 $416K
Brasada Capital Management, LP 0.07% Reduce -92.4% 2,240 $416K
Baker Tilly Wealth Management, LLC 0.07% Add +2.1% 2,232 $414K
Farther Finance Advisors, LLC 0.03% Add +545.2% 2,284 $414K
Stephens Inc. 0.01% Add +0.3% 2,225 $413K
Caxton Associates LP 0.03% New 2,225 $413K
Walter Public Investments Inc. 0.08% No change 2,200 $408K
Capstone Investment Advisors, LLC 0.01% Add +1409.0% 2,188 $406K
Axxcess Wealth Management, LLC 0.01% Reduce -4.2% 2,157 $400K
Roundview Capital LLC 0.03% Add +6.9% 2,144 $398K
Profund Advisors LLC 0.02% Reduce -15.4% 2,139 $397K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -1.5% 2,035 $378K
Private Advisor Group, LLC 0.00% Reduce -0.3% 2,025 $376K
Sequoia Financial Advisors, LLC 0.00% Add +12.0% 2,019 $375K
HighPoint Advisor Group LLC 0.03% Add +11.6% 1,891 $372K
Smartleaf Asset Management LLC 0.07% Add +13.1% 2,025 $372K
Supplemental Annuity Collective Trust of NJ 0.12% No change 2,000 $371K
Intrua Financial, LLC 0.06% Reduce -70.5% 1,946 $361K
Ellevest, Inc. 0.02% Reduce -5.4% 1,932 $359K
Mission Creek Capital Partners, Inc. 0.09% Reduce -10.7% 1,925 $357K
LJI Wealth Management, LLC 0.09% No change 1,919 $356K
Prime Capital Investment Advisors, LLC 0.00% Add +15.6% 1,901 $353K
Raymond James Trust N.A. 0.01% Reduce -7.5% 1,868 $347K
Empowered Funds, LLC 0.01% Add +24.2% 1,831 $340K
SYSTM Wealth Solutions LLC 0.04% Add +0.7% 1,806 $337K
Fiduciary Trust Co 0.01% Reduce -1.8% 1,812 $336K
Probity Advisors, Inc. 0.07% Add +27.2% 1,809 $336K
Focus Partners Wealth 0.00% Reduce -14.7% 1,795 $333K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -31.6% 1,801 $332K
Federation des caisses Desjardins du Quebec 0.00% Add +501.4% 1,768 $328K
Nebula Research & Development LLC 0.07% New 1,761 $327K
Ieq Capital, LLC 0.00% Add +14.2% 1,758 $326K
Merit Financial Group, LLC 0.01% New 1,691 $326K
Tectonic Advisors LLC 0.02% Add +15.0% 1,733 $322K
West Coast Financial LLC 0.04% Add +3.9% 1,732 $321K
Sompo Asset Management Co., Ltd. 0.05% No change 1,730 $321K
Cornerstone Advisory, LLC 0.05% Reduce -40.8% 1,720 $319K
Prestige Wealth Management Group LLC 0.07% New 1,699 $318K
Cypress Capital Group 0.04% Add +2.3% 1,676 $311K
Advisor Resource Council 0.13% Add +36.4% 1,645 $308K
NewEdge Wealth, LLC 0.01% Reduce -1.5% 1,598 $308K
Cambria Investment Management, L.P. 0.02% Add +32.8% 1,640 $304K
Wealth Alliance, LLC 0.04% Add +1.8% 1,624 $301K
Wexford Capital LP 0.06% Reduce -51.5% 1,611 $299K
CreativeOne Wealth, LLC 0.01% Reduce -5.1% 1,608 $298K
Bessemer Group Inc. 0.00% Add +52.0% 1,595 $296K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 1,592 $295K
Lido Advisors, LLC 0.00% Reduce -2.9% 1,575 $295K
Scientech Research LLC 0.16% New 1,583 $294K
American Investment Services, Inc. 0.05% No change 1,581 $293K
Intech Investment Management LLC 0.00% New 1,579 $293K
Benjamin Edwards Inc. 0.06% Reduce -1.4% 1,569 $291K
Ameritas Investment Partners, Inc. 0.01% Reduce -6.4% 1,534 $285K
First Manhattan Co. Llc. 0.00% Reduce -0.1% 1,531 $284K
Cigna Investments Inc. 0.05% No change 1,514 $281K
Prudent Man Advisors, LLC 0.11% New 1,513 $281K
Bailard, Inc. 0.01% No change 1,513 $281K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,511 $280K
Conning Inc. 0.01% No change 1,511 $280K
Ballentine Partners, LLC 0.01% New 1,508 $280K
Meeder Advisory Services, Inc. 0.03% Reduce -1.1% 1,489 $276K
Signaturefd, LLC 0.01% Add +8.0% 1,488 $276K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -3.8% 1,461 $271K
Cwm, LLC 0.00% Add +15.5% 1,463 $271K
Garrison Point Advisors, LLC 0.17% No change 1,460 $271K
Next Capital Management LLC 0.11% Add +0.6% 1,459 $271K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.6% 1,456 $270K
Evergreen Capital Management LLC 0.01% Add +0.5% 1,402 $263K
True North Advisors, LLC 0.07% Reduce -0.2% 1,402 $260K
Capital Square, LLC 0.18% Reduce -23.9% 1,401 $260K
West Oak Capital, LLC 0.11% Add +2.9% 1,400 $260K
Marble Harbor Investment Counsel, LLC 0.03% No change 1,400 $260K
Lebenthal Global Advisors, LLC 0.06% Add +11.8% 1,379 $256K
Mgo One Seven LLC 0.01% Reduce -2.9% 1,364 $253K
Lafayette Investments, Inc. 0.06% No change 1,350 $251K
Cetera Trust Company, N.A 0.15% No change 1,330 $247K
Sustainable Insight Capital Management, LLC 0.17% Reduce -13.3% 1,300 $241K
Highline Wealth Partners LLC 0.10% No change 1,300 $241K
Two Sigma Advisers, LP 0.00% New 1,300 $241K
Checchi Capital Advisers, LLC 0.02% Reduce -2.9% 1,279 $237K
Lederer & Associates Investment Counsel 0.16% Add +2.4% 1,275 $237K
Valeo Financial Advisors, LLC 0.01% Reduce -34.9% 1,234 $236K
Warwick Investment Management, Inc. 0.06% Add +5.4% 1,267 $235K
Quotient Wealth Partners, LLC 0.01% New 1,231 $228K
GAMMA Investing LLC 0.05% Add +10.1% 1,207 $224K
Versor Investments LP 0.04% Reduce -70.7% 1,200 $223K
Savant Capital, LLC 0.00% New 1,198 $222K
Atria Wealth Solutions, Inc. 0.00% Reduce -5.5% 1,178 $220K
Boyd Watterson Asset Management LLC 0.08% No change 1,187 $220K
Mandatum Life Insurance Co Ltd 0.07% No change 1,170 $217K
Harbour Capital Advisors, LLC 0.05% No change 1,205 $217K
Harvest Fund Management Co., Ltd 0.02% Add +206.9% 1,163 $216K
Sandler Capital Management 0.03% No change 1,150 $213K
Bleakley Financial Group, LLC 0.01% Reduce -3.2% 1,144 $212K
Simplicity Wealth,LLC 0.01% New 1,144 $212K
Nomura Holdings Inc. 0.00% Reduce -95.4% 1,133 $210K
Kestra Private Wealth Services, LLC 0.00% New 1,122 $210K
First Affirmative Financial Network 0.15% Reduce -24.7% 1,125 $209K
Quadrant Capital Group LLC 0.02% No change 1,105 $205K
DAVENPORT & Co LLC 0.00% Add +1.7% 1,094 $203K
Abel Hall, LLC 0.15% Add +0.9% 1,087 $202K
Renasant Bank 0.14% Reduce -3.8% 1,086 $202K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 1,066 $199K
Larson Financial Group LLC 0.01% Add +124.7% 1,045 $194K
Heritage Wealth Advisors 0.01% Reduce -28.2% 1,004 $186K
Point72 Asia (Singapore) Pte. Ltd. 0.05% New 989 $183K
Dynamic Wealth Strategies, LLC 0.15% Add +0.1% 930 $173K
Tobam 0.01% Add +28.2% 892 $166K
Headlands Technologies LLC 0.04% Add +774.0% 874 $162K
Gradient Investments LLC 0.00% Reduce -99.1% 810 $150K
Motco 0.01% Add +3.4% 770 $143K
NewEdge Advisors, LLC 0.00% Reduce -63.1% 766 $142K
Sentry Investment Management LLC 0.05% No change 734 $136K
Principal Securities, Inc. 0.00% Reduce -5.3% 692 $128K
Parallel Advisors, LLC 0.00% Add +11.7% 666 $124K
Janiczek Wealth Management, LLC 0.02% No change 594 $110K
PFG Private Wealth Management, LLC 0.07% Add +3.2% 573 $106K
Walleye Capital LLC 0.00% Reduce -99.5% 555 $103K
Abich Financial Wealth Management LLC 0.08% Add +56.4% 535 $99K
Acadian Asset Management LLC 0.00% New 512 $95K
Allworth Financial LP 0.00% Add +3.3% 507 $94K
Alta Advisers Ltd 0.05% No change 500 $93K
Mirova 0.01% No change 440 $82K
Spire Wealth Management 0.00% Add +5.1% 435 $81K
Walleye Trading LLC 0.00% Reduce -96.9% 432 $80K
Blue Trust, Inc. 0.00% Reduce -26.4% 397 $74K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 380 $71K
Silvant Capital Management LLC 0.00% No change 375 $70K
Gold Investment Management Ltd. 0.03% No change 378 $70K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 367 $68K
Sunbelt Securities, Inc. 0.01% New 366 $68K
Bear Mountain Capital, Inc. 0.03% No change 369 $67K
Zions Bancorporation, N.A. 0.00% No change 352 $65K
First Financial Corp. 0.03% Reduce -34.5% 331 $61K
Carolinas Wealth Consulting LLC 0.01% Add +1.2% 327 $61K
Sandy Spring Bank 0.00% No change 317 $59K
Group One Trading LLC 0.00% Reduce -66.5% 311 $58K
Glen Eagle Advisors, LLC 0.01% Reduce -21.7% 311 $58K
Lindbrook Capital, LLC 0.01% Add +5.1% 310 $58K
Geneos Wealth Management Inc. 0.00% No change 306 $57K
TD Private Client Wealth LLC 0.00% No change 301 $56K
Loomis Sayles & Co. L P 0.00% Add +24.7% 298 $55K
Wiser Advisor Group LLC 0.08% Add +0.4% 277 $52K
State of Wyoming 0.01% Add +1.5% 266 $49K
CNB Bank 0.02% No change 263 $49K
Muzinich & Co., Inc. 0.04% No change 251 $47K
Legacy Bridge, LLC 0.03% No change 250 $46K
Arlington Trust Co LLC 0.01% Reduce -5.0% 227 $42K
Pinnacle Bancorp, Inc. 0.01% Add +50.0% 225 $42K
Brookfield Corp 0.00% New 211 $39K
BOK Financial Private Wealth, Inc. 0.00% No change 205 $38K
Capital Analysts, LLC 0.00% Add +0.5% 209 $38K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% — 200 $37K
Catalyst Funds Management Pty Ltd 0.01% — 200 $37K
Summit Securities Group LLC 0.02% New 200 $37K
MassMutual Private Wealth & Trust, FSB 0.00% Add +8.7% 188 $35K
Byrne Asset Management LLC 0.03% Add +270.0% 185 $34K
Private Trust Co. NA 0.00% No change 185 $34K
Jones Financial Companies LLLP 0.00% Add +905.6% 181 $34K
Core Alternative Capital 0.01% Reduce -21.7% 159 $30K
Sawyer & Company, Inc 0.01% No change 158 $29K
Global Retirement Partners, LLC 0.00% Add +31.9% 153 $28K
Harbour Investments, Inc. 0.00% Reduce -0.7% 152 $28K
Blume Capital Management, Inc. 0.01% No change 150 $28K
Parkside Financial Bank & Trust 0.00% Add +0.7% 148 $27K
Harbor Investment Advisory, LLC 0.00% No change 141 $26K
Old Second National Bank of Aurora 0.01% No change 140 $26K
Deseret Mutual Benefit Administrators 0.01% No change 137 $25K
EverSource Wealth Advisors, LLC 0.00% Add +25.5% 123 $23K
Monetary Management Group Inc. 0.01% No change 125 $23K
Quent Capital, LLC 0.00% New 125 $23K
Rosenberg Matthew Hamilton 0.01% No change 124 $22K
Mather Group, Llc. 0.00% New 117 $22K
Arax Advisory Partners 0.00% Add +0.9% 115 $21K
Venturi Wealth Management, LLC 0.00% Reduce -10.5% 111 $21K
Transamerica Financial Advisors, LLC 0.00% New 106 $20K
Rise Advisors, LLC 0.01% Add +157.9% 98 $18K
Bruce G. Allen Investments, LLC 0.01% Reduce -2.0% 98 $18K
Operose Advisors LLC 0.01% No change 97 $18K
Farmers & Merchants Investments Inc. 0.00% No change 94 $17K
Richard W. Paul & Associates, LLC 0.01% New 92 $17K
Clearstead Advisors, LLC 0.00% Reduce -13.3% 85 $17K
HHM Wealth Advisors, LLC 0.00% No change 88 $16K
TruNorth Capital Management, LLC 0.01% — 87 $16K
Plante Moran Financial Advisors, LLC 0.00% No change 87 $16K
Covestor Ltd 0.01% Reduce -79.3% 88 $16K
Montag A & Associates Inc. 0.00% Add +52.8% 81 $15K
Colonial Trust Co / SC 0.00% Add +13.4% 76 $14K
EntryPoint Capital, LLC 0.01% Add +428.6% 74 $14K
Bell Investment Advisors, Inc 0.00% No change 72 $13K
MV Capital Management, Inc. 0.00% Reduce -1.4% 71 $13K
Concourse Financial Group Securities, Inc. 0.00% Add +6.3% 68 $13K
IFP Advisors, Inc 0.00% Add +9.7% 68 $13K
CVA Family Office, LLC 0.00% No change 65 $12K
CoreCap Advisors, LLC 0.00% New 64 $12K
Global Financial Private Client, LLC 0.01% No change 65 $12K
Colonial Trust Advisors 0.00% Add +1.6% 63 $12K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 56 $10K
New Covenant Trust Company, N.A. 0.01% — 56 $10K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 55 $10K
Institutional & Family Asset Management, LLC 0.00% No change 54 $10K
Smithfield Trust Co 0.00% No change 52 $10K
GW&K Investment Management, LLC 0.00% Add +6.1% 52 $10K
Washington Trust Advisors, Inc. 0.00% No change 47 $9K
General Partner, Inc. 0.00% No change 38 $7K
Fortitude Family Office, LLC 0.00% No change 37 $7K
JFS Wealth Advisors, LLC 0.00% No change 37 $7K
Avior Wealth Management, LLC 0.00% New 37 $7K
Whittier Trust Co. of Nevada Inc. 0.00% No change 35 $6K
Private Wealth Management Group, LLC 0.00% No change 34 $6K
Quarry LP 0.00% Reduce -68.6% 33 $6K
Rothschild Investment LLC 0.00% Add +200.0% 33 $6K
NFSG Corp 0.00% New 30 $6K
Raffa Wealth Management, LLC 0.00% No change 29 $5K
Financial Management Professionals, Inc. 0.00% Reduce -33.3% 28 $5K
Halpern Financial, Inc. 0.00% No change 26 $5K
Jamison Private Wealth Management, Inc. 0.00% No change 25 $5K
FinTrust Capital Advisors, LLC 0.00% No change 25 $5K
TCTC Holdings, LLC 0.00% No change 23 $4K
Avion Wealth 0.00% Add +50.0% 18 $4K
Balefire, LLC 0.00% No change 21 $4K
Carmichael Hill & Associates, Inc. 0.00% No change 20 $4K
Red Tortoise LLC 0.00% No change 19 $4K
WASHINGTON TRUST Co 0.00% No change 18 $3K
Abound Wealth Management 0.00% No change 17 $3K
Aspect Partners, LLC 0.00% No change 16 $3K
Raleigh Capital Management Inc. 0.00% Add +50.0% 15 $3K
Castleview Partners, LLC 0.00% No change 14 $3K
First Horizon Advisors, Inc. 0.00% No change 14 $3K
Trust Co. of Vermont 0.00% No change 13 $2K
Cornerstone Planning Group LLC 0.00% No change 12 $2K
Bogart Wealth, LLC 0.00% No change 11 $2K
M&R Capital Management Inc. 0.00% No change 11 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 9 $2K
Dunhill Financial, LLC 0.00% Add +25.0% 10 $2K
Cullen/Frost Bankers, Inc. 0.00% No change 10 $2K
Versant Capital Management, Inc 0.00% No change 9 $2K
Beacon Capital Management, LLC 0.00% New 9 $2K
Ancora Advisors LLC 0.00% No change 9 $2K
AdvisorNet Financial, Inc 0.00% Add +166.7% 8 $1K
Sanctuary Wealth Management, L.L.C. 0.00% No change 7 $1K
Tidemark, LLC 0.00% No change 7 $1K
Creative Financial Designs Inc. 0.00% No change 7 $1K
WR Wealth Planners, LLC 0.00% New 6 $1K
Valley National Advisers Inc. 0.00% Add +14.3% 8 $1K
Capital Advisors, Ltd. LLC 0.00% Add +300.0% 4 $1K
Planning Capital Management Corp 0.00% No change 5 $928
Robbins Farley 0.00% No change 5 $928
Trifecta Capital Advisors, LLC 0.00% No change 5 $928
TFC Financial Management, Inc. 0.00% Add +33.3% 4 $743
Sachetta, LLC 0.00% No change 3 $567
Nvwm, LLC 0.00% Reduce -92.5% 3 $562
SOA Wealth Advisors, LLC. 0.00% No change 3 $557
Hexagon Capital Partners LLC 0.00% Reduce -33.3% 2 $398
MCF Advisors LLC 0.00% New 2 $375
Bokf, NA 0.00% Reduce -50.0% 2 $363
Financial Gravity Asset Management, Inc. 0.00% No change 2 $298

"% of holder's portfolio" is AVB's weight in each manager's 13F, not the share of Avalonbay Communities Inc. the manager owns.