Avalonbay CommunitiesAVB

13F holders, Q2 2025 (June 30)
764holders −14
80new positions
90sold out
8famous investors
$203.54avg. 13F price*

At the end of Q2 2025, 764 institutions reported holding Avalonbay Communities Inc. (AVB) in their 13F filings, down 14 from Q1 2025. 80 opened new positions and 90 sold out. The largest holders were Vanguard Group Inc. ($4.6B), BlackRock, Inc. ($3.7B) and State Street Corp. ($1.9B). 8 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions80$292.9M
Exits90$270.7M

All 13F filers, Q1 2025 → Q2 2025: 9,069,219 shares bought and 9,922,662 shares sold, net −853,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 764 holders

Vanguard Group Inc. 0.08% Add +0.6% 22,800,375 $4.6B
BlackRock, Inc. 0.07% Add +5.3% 18,021,455 $3.7B
State Street Corp. 0.07% Add +2.0% 9,445,499 $1.9B
Norges Bank 0.17% Add +0.5% 6,851,227 $1.4B
T. Rowe Price Associates Inc. 0.10% Reduce -22.8% 4,262,100 $867.3M
Principal Financial Group Inc. 0.46% Reduce -3.9% 4,231,804 $861.2M
JPMorgan Chase & Co. 0.06% Add +4.0% 3,966,650 $807.2M
Geode Capital Management, LLC 0.06% Add +1.5% 3,875,614 $785.6M
Northern Trust Corp. 0.08% Add +3.7% 2,882,256 $586.5M
Charles Schwab Investment Management Inc. 0.10% Add +23.2% 2,816,163 $573.1M
Invesco Ltd. 0.09% Add +70.2% 2,593,727 $527.8M
Wellington Management Group LLP 0.09% Reduce -6.2% 2,432,288 $495.0M
Legal & General Group Plc 0.12% Reduce -3.9% 2,290,805 $466.2M
Clearbridge Investments, LLC 0.34% Add +16.3% 2,065,603 $420.4M
Dimensional Fund Advisors LP 0.10% Reduce -1.4% 2,048,635 $416.9M
Ameriprise Financial Inc. 0.08% Reduce -0.6% 1,670,727 $340.0M
Morgan Stanley 0.02% Reduce -15.0% 1,549,888 $315.4M
Bank of America Corp. 0.02% Add +77.1% 1,338,552 $272.4M
Canada Pension Plan Investment Board 0.23% Reduce -23.4% 1,299,369 $264.4M
Goldman Sachs Group Inc. 0.04% Add +17.6% 1,277,386 $259.9M
Nuveen, LLC 0.07% Reduce -5.9% 1,228,607 $250.0M
Bank of New York Mellon Corp 0.04% Add +0.3% 991,954 $201.9M
Duff & Phelps Investment Management Co. 2.10% Add +4.1% 878,729 $178.8M
Citadel Advisors 0.16% Add +3740.8% 872,104 $177.5M
HSBC Holdings PLC 0.11% Add +26.9% 803,855 $163.4M
Capital World Investors 0.02% Add +0.4% 795,500 $161.9M
Sumitomo Mitsui Trust Group, Inc. 0.09% Add +1.5% 723,402 $147.2M
Deutsche Bank AG 0.04% Reduce -61.9% 594,911 $121.1M
Balyasny Asset Management L.P. 0.27% Reduce -21.6% 572,371 $116.5M
UBS Group AG 0.02% Reduce -12.8% 514,025 $104.6M
Aew Capital Management L P 5.49% Reduce -8.4% 512,948 $104.4M
PGGM Investments 1.69% Add +7782.9% 478,966 $97.5M
Amundi 0.03% Add +17.7% 449,348 $90.8M
Swiss National Bank 0.05% Add +7.5% 431,021 $87.7M
Macquarie Group Ltd. 0.11% Reduce -4.0% 422,158 $85.9M
CANADA LIFE ASSURANCE Co 0.13% Add +6.1% 406,492 $82.8M
CBRE Investment Management Listed Real Assets LLC 1.20% Reduce -22.6% 387,808 $78.9M
Nordea Investment Management AB 0.07% Add +24.8% 383,618 $77.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +10.0% 378,892 $77.1M
Aberdeen Group plc 0.13% Add +0.6% 383,844 $76.8M
Janus Henderson Group PLC 0.04% Add +6.5% 370,010 $75.3M
Wells Fargo & Company 0.02% Add +22.8% 344,554 $70.1M
Adelante Capital Management LLC 5.12% Reduce -0.9% 341,855 $69.6M
Neuberger Berman Group LLC 0.05% Reduce -0.3% 341,072 $69.4M
Woodline Partners LP 0.36% New 334,607 $68.1M
Schroder Investment Management Group 0.06% Reduce -18.9% 330,777 $67.3M
Cohen & Steers, Inc. 0.12% Reduce -86.3% 322,823 $65.7M
California Public Employees Retirement System 0.04% Reduce -8.2% 317,528 $64.6M
Lasalle Investment Management Securities LLC 2.59% Add +0.8% 310,736 $63.2M
Rhumbline Advisers 0.05% Add +3.5% 309,421 $63.0M
Qube Research & Technologies Ltd 0.09% Add +71.4% 307,068 $62.5M
Asset Management One Co., Ltd. 0.18% Reduce -0.4% 286,009 $58.2M
American Century Companies Inc. 0.03% Add +5.2% 269,301 $54.8M
State of Tennessee, Department of Treasury 0.19% Add +5.3% 259,122 $52.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.10% Reduce -19.7% 257,707 $52.4M
Barclays PLC 0.02% Add +4.7% 256,572 $52.2M
Ferguson Wellman Capital Management, Inc. 0.92% Add +1.8% 256,151 $52.1M
Public Employees Retirement System of Ohio 0.17% Reduce -8.9% 252,233 $51.3M
Envestnet Asset Management Inc. 0.01% Add +16.9% 251,739 $51.2M
M&T Bank Corp 0.18% Reduce -0.9% 251,725 $51.2M
FMR LLC 0.00% Add +0.3% 250,449 $51.0M
Nomura Asset Management Co. Ltd. 0.14% Add +3.2% 248,858 $50.6M
Bahl & Gaynor LLC 0.25% New 245,420 $49.9M
BNP Paribas Financial Markets 0.04% Reduce -19.0% 231,331 $47.1M
Sei Investments Co. 0.05% Reduce -32.4% 230,216 $46.8M
California State Teachers Retirement System 0.05% Reduce -2.1% 227,306 $46.3M
Utah Retirement Systems 0.48% Reduce -0.0% 226,610 $46.1M
Russell Investments Group, Ltd. 0.06% Reduce -63.3% 223,014 $45.4M
National Pension Service 0.04% Add +0.7% 220,272 $44.8M
First Trust Advisors LP 0.03% Add +653.0% 209,718 $42.7M
Thrivent Financial for Lutherans 0.10% Reduce -3.0% 209,642 $42.7M
Raymond James Financial Inc. 0.01% Add +28.5% 208,176 $42.4M
Citigroup Inc. 0.03% Add +19.9% 201,217 $40.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +6.6% 196,549 $40.0M
AXA S.A. 0.11% Reduce -17.8% 195,310 $39.7M
Alliancebernstein L.P. 0.01% Reduce -1.6% 181,643 $37.0M
Brookfield Corp 0.04% Add +17.0% 174,344 $35.5M
Franklin Resources Inc. 0.01% Reduce -31.9% 164,198 $33.4M
Allianz Asset Management GmbH 0.04% Reduce -12.7% 160,465 $32.7M
Sun Life Financial Inc. 1.70% Add +1.3% 152,427 $31.0M
Royal Bank of Canada 0.01% Reduce -6.2% 147,032 $29.9M
Bank of Montreal 0.01% Reduce -20.0% 144,496 $29.4M
STRS Ohio 0.11% Add +0.5% 142,649 $29.0M
Korea Investment CORP 0.06% Add +64.1% 137,771 $28.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.19% Add +14.2% 135,760 $27.6M
State Board of Administration of Florida Retirement System 0.05% Add +1.0% 129,798 $26.4M
APG Asset Management US Inc. 0.19% Reduce -12.4% 127,416 $25.9M
Storebrand Asset Management As 0.07% Add +0.5% 126,517 $25.7M
UniSuper Management Pty Ltd 0.17% Add +78.2% 124,383 $25.3M
APG Asset Management N.V. 0.07% Add +11.1% 142,930 $24.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +0.3% 120,235 $24.5M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -30.0% 118,755 $24.2M
Renaissance Technologies 0.03% New 117,577 $23.9M
Centersquare Investment Management LLC 0.24% No change 115,790 $23.6M
Prudential Financial Inc. 0.03% Add +48.5% 114,246 $23.2M
Retirement Systems of Alabama 0.08% Reduce -0.7% 111,447 $22.7M
LPL Financial LLC 0.01% Add +22.5% 109,106 $22.2M
Millennium Management 0.02% Reduce -3.9% 106,809 $21.7M
Aviva PLC 0.04% Add +7.1% 106,527 $21.7M
Danske Bank A/S 0.05% Add +19.6% 106,068 $21.6M
Pinebridge Investments, L.P. 0.17% Reduce -38.8% 105,935 $21.6M
Van Lanschot Kempen Investment Management N.V. 0.20% Add +35.5% 102,450 $20.8M
Robeco Institutional Asset Management B.V. 0.03% Reduce -69.4% 102,355 $20.8M
Ensign Peak Advisors, Inc 0.04% Reduce -13.6% 101,871 $20.7M
Victory Capital Management Inc. 0.01% Reduce -33.1% 101,440 $20.6M
National Bank of Canada 0.02% Reduce -18.3% 99,916 $20.3M
New York State Teachers Retirement System 0.04% Add +0.0% 99,875 $20.3M
TD Asset Management Inc 0.02% Add +16.3% 99,296 $20.2M
Manufacturers Life Insurance Company, The 0.02% Reduce -3.5% 99,069 $20.2M
Pictet Asset Management Holding SA 0.02% Reduce -14.3% 98,973 $20.1M
DekaBank Deutsche Girozentrale 0.04% Reduce -1.8% 98,544 $20.0M
Investure, LLC 1.50% No change 96,900 $19.7M
Vontobel Holding Ltd. 0.06% New 96,400 $19.6M
Waterfront Capital Partners, LLC 4.86% Add +102.5% 96,184 $19.6M
Sophron Capital Management L.P. 5.74% Reduce -18.2% 92,103 $18.7M
Stifel Financial Corp. 0.02% Add +23.5% 91,890 $18.7M
1832 Asset Management L.P. 0.03% Add +25.1% 91,035 $18.5M
Handelsbanken Fonder AB 0.06% Reduce -1.4% 88,821 $18.1M
Toronto Dominion Bank 0.04% Add +27.9% 87,919 $17.9M
New York State Common Retirement Fund 0.02% Add +1.1% 85,831 $17.5M
State of Alaska, Department of Revenue 0.19% Reduce -0.8% 85,552 $17.4M
Lighthouse Investment Partners, LLC 0.75% New 84,200 $17.1M
Chilton Capital Management LLC 0.62% Add +0.7% 82,448 $16.9M
AQR Capital Management 0.01% Reduce -8.7% 82,771 $16.7M
State of New Jersey Common Pension Fund D 0.06% Add +1.2% 82,105 $16.7M
State of Wisconsin Investment Board 0.04% Reduce -9.4% 81,412 $16.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Add +3.0% 80,946 $16.5M
Resona Asset Management Co.,Ltd. 0.08% Reduce -5.0% 80,059 $16.3M
Gotham Asset Management 0.10% Add +6.4% 80,258 $16.3M
Schonfeld Strategic Advisors LLC 0.12% New 79,771 $16.2M
Royal London Asset Management Ltd. 0.04% Reduce -1.9% 76,714 $15.6M
Chevy Chase Trust Holdings, LLC 0.04% Add +0.7% 75,807 $15.4M
Jane Street Group, LLC 0.03% Add +78.3% 75,590 $15.4M
Voloridge Investment Management, LLC 0.06% Reduce -51.5% 75,582 $15.4M
Boston Trust Walden Corp 0.11% Reduce -2.1% 73,963 $15.1M
Daiwa Securities Group Inc. 0.05% Reduce -83.3% 72,502 $14.8M
Employees Retirement System of Texas 0.14% Add +0.1% 72,242 $14.7M
Van Eck Associates Corp. 0.02% Add +3.5% 70,433 $14.3M
Alyeska Investment Group, L.P. 0.05% New 69,215 $14.1M
Eventide Asset Management, LLC 0.24% New 68,675 $14.0M
Avalon Trust Co 1.02% Reduce -1.4% 68,652 $14.0M
Janney Montgomery Scott LLC 0.04% Add +32.6% 68,357 $13.9M
Natixis Advisors, LLC 0.02% Reduce -6.3% 67,780 $13.8M
Treasurer of the State of North Carolina 0.04% Add +2.3% 66,428 $13.5M
Massachusetts Financial Services Co. 0.00% Reduce -4.9% 66,009 $13.4M
Auto-Owners Insurance Co 0.29% Add +537.3% 65,000 $13.2M
Uniplan Investment Counsel, Inc. 1.36% Reduce -0.9% 63,845 $13.0M
Forsta Ap-Fonden 0.08% Add +9.3% 63,300 $12.9M
Cibc World Market Inc. 0.03% Add +132.5% 62,974 $12.8M
Vert Asset Management LLC 4.66% Reduce -5.7% 62,841 $12.8M
Swedbank AB 0.01% Add +1.7% 62,638 $12.7M
Andra AP-fonden 0.17% Add +13.5% 60,700 $12.4M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -50.4% 60,569 $12.3M
Pacific Heights Asset Management LLC 0.65% No change 60,000 $12.2M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -0.8% 59,503 $12.1M
Greenland Capital Management LP 1.59% New 57,952 $11.8M
CIBC Asset Management Inc 0.04% Add +20.1% 57,865 $11.8M
Davis Selected Advisers 0.06% Add +2.1% 57,820 $11.8M
Adams Diversified Equity Fund, Inc. 0.42% No change 57,600 $11.7M
Varma Mutual Pension Insurance Co 0.09% Add +9.2% 57,261 $11.7M
Cerity Partners LLC 0.02% Reduce -2.3% 56,400 $11.5M
KBC Group NV 0.03% Reduce -4.1% 56,042 $11.4M
Cibc World Markets Corp. 0.08% Reduce -1.9% 55,759 $11.3M
Hilton Capital Management, LLC 0.88% Reduce -0.3% 54,395 $11.1M
Narwhal Capital Management 0.88% Add +36.4% 53,912 $11.0M
&partners 0.08% Add +11.7% 53,512 $10.9M
Hudson Bay Capital Management LP 0.08% New 52,807 $10.7M
IFM Investors Pty Ltd 0.10% Reduce -6.9% 51,848 $10.6M
Nisa Investment Advisors, LLC 0.05% Reduce -19.4% 50,891 $10.5M
Carronade Capital Management, LP 1.55% Add +5.9% 51,047 $10.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +22.2% 50,695 $10.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Add +2.9% 49,878 $10.2M
Squarepoint Ops LLC 0.02% Reduce -38.5% 49,871 $10.1M
Tidal Investments LLC 0.07% Add +4.8% 49,307 $10.0M
KLP Kapitalforvaltning As 0.04% Reduce -1.4% 48,779 $10.0M
Sienna Gestion 0.67% Add +11.0% 52,349 $9.7M
D. E. Shaw & Co. 0.01% Add +94.3% 47,560 $9.7M
Corient Private Wealth LP 0.01% Add +0.5% 46,571 $9.5M
Man Group plc 0.02% Reduce -6.9% 46,191 $9.4M
Westpac Banking Corp. 0.62% Reduce -4.5% 45,695 $9.3M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Reduce -5.2% 44,175 $9.0M
Arizona State Retirement System 0.05% Add +1.2% 41,612 $8.5M
State of Michigan Retirement System 0.04% Reduce -1.2% 41,011 $8.3M
Voya Investment Management LLC 0.01% Reduce -3.6% 40,295 $8.2M
Nissay Asset Management Corp. /Japan 0.05% Add +3.5% 39,121 $8.0M
Freestone Grove Partners LP 0.06% Add +2132.6% 38,579 $7.9M
SummitTX Capital, L.P. 0.34% Add +32.7% 38,052 $7.7M
Verition Fund Management LLC 0.05% Add +145.2% 37,583 $7.6M
Nan Shan Life Insurance Co., Ltd. 0.17% New 37,186 $7.6M
Metis Global Partners, LLC 0.19% Add +13.8% 36,980 $7.5M
ProShare Advisors LLC 0.01% Add +4.4% 35,723 $7.3M
FIL Ltd 0.01% Add +15.0% 35,621 $7.2M
LBP Am SA 0.10% Reduce -31.9% 35,446 $7.2M
Huntington National Bank 0.06% Add +7.4% 35,116 $7.1M
Czech National Bank 0.06% Add +6.5% 34,756 $7.1M
Contravisory Investment Management, Inc. 1.38% Reduce -0.9% 34,439 $7.0M
Rockefeller Capital Management L.P. 0.02% Reduce -1.7% 32,822 $7.0M
USS Investment Management Ltd 0.04% Add +2.2% 31,822 $6.5M
New Age Alpha Advisors, LLC 0.28% Reduce -22.9% 31,777 $6.5M
GSI Capital Advisors LLC 3.44% Add +0.3% 31,557 $6.4M
Intact Investment Management Inc. 0.21% Add +7.4% 30,600 $6.2M
Xponance LLC 0.05% Add +18.1% 30,594 $6.2M
FineMark National Bank & Trust 0.21% Reduce -0.5% 30,483 $6.2M
CI Investments Inc. 0.02% Reduce -0.0% 29,795 $6.1M
HighTower Advisors, LLC 0.01% Reduce -5.4% 29,708 $6.0M
DNB Asset Management AS 0.02% Add +9.7% 29,451 $6.0M
Public Sector Pension Investment Board 0.03% Reduce -22.6% 29,440 $6.0M
Mercer Global Advisors Inc. 0.01% Add +1.0% 29,221 $5.9M
Groupe la Francaise 0.10% Add +18.6% 29,095 $5.9M
ASR Vermogensbeheer N.V. 0.08% Reduce -0.4% 28,784 $5.9M
Quantinno Capital Management LP 0.02% Reduce -7.0% 27,937 $5.7M
Amalgamated Bank 0.04% Reduce -0.7% 27,859 $5.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +20.4% 27,771 $5.7M
MAI Capital Management 0.04% Add +1.7% 27,571 $5.6M
Erste Asset Management GmbH 0.05% Add +222.8% 27,438 $5.6M
Illinois Municipal Retirement Fund 0.08% Reduce -38.7% 27,438 $5.6M
Hantz Financial Services, Inc. 0.09% Add +2.6% 27,160 $5.5M
Stephens Inc. 0.08% Add +1199.9% 26,985 $5.5M
XTX Topco Ltd 0.23% New 26,835 $5.5M
Yousif Capital Management, LLC 0.06% Add +0.8% 26,633 $5.4M
Cresset Asset Management, LLC 0.03% Add +941.7% 26,356 $5.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -4.4% 26,057 $5.3M
Abn Amro Investment Solutions 0.10% Reduce -2.7% 25,553 $5.2M
Sarasin & Partners LLP 0.05% Reduce -3.6% 25,485 $5.2M
Mackenzie Financial Corp. 0.01% Add +3.0% 25,165 $5.1M
Eisler Capital Management Ltd. 0.17% New 24,983 $5.1M
Vestcor Inc 0.15% Reduce -42.1% 24,598 $5.0M
Holocene Advisors, LP 0.01% Add +1.6% 24,427 $5.0M
Ellsworth Advisors, LLC 1.20% New 24,168 $4.9M
Two Sigma Securities, LLC 0.61% Add +454.2% 24,146 $4.9M
Prudential PLC 0.03% Add +916.0% 23,825 $4.8M
Cetera Investment Advisers 0.01% Add +20.1% 23,708 $4.8M
Rwa Wealth Partners, LLC 0.06% Add +2.9% 23,332 $4.7M
Achmea Investment Management B.V. 0.06% No change 23,068 $4.7M
Osaic Holdings, Inc. 0.01% Add +253.6% 22,862 $4.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -17.6% 22,402 $4.6M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -44.9% 21,856 $4.4M
Advocate Group LLC 0.79% Add +0.4% 21,759 $4.4M
Teacher Retirement System of Texas 0.02% Add +4.0% 21,620 $4.4M
Riverview Capital Advisers, LLC 1.26% Reduce -1.3% 21,562 $4.4M
Police & Firemen's Retirement System of New Jersey 0.04% Add +4.6% 21,461 $4.4M
New York Life Investment Management LLC 0.04% Add +1.3% 21,270 $4.3M
Assetmark, Inc. 0.01% Add +16.4% 20,621 $4.2M
Knights of Columbus Asset Advisors LLC 0.25% Reduce -5.0% 20,220 $4.1M
Westwood Holdings Group Inc. 0.03% Add +0.8% 20,168 $4.1M
Pensionfund PDN 2.76% No change 20,120 $4.1M
SCS Capital Management LLC 0.04% Add +7.0% 19,486 $4.0M
Quinn Opportunity Partners LLC 0.33% Reduce -17.4% 19,000 $3.9M
US Bancorp \de 0.00% Reduce -2.6% 18,938 $3.9M
Bank of Nova Scotia 0.01% Add +9.5% 18,854 $3.8M
O'shaughnessy Asset Management, LLC 0.03% Add +2.4% 18,689 $3.8M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 18,500 $3.8M
Susquehanna International Group, LLP 0.01% Reduce -39.9% 18,123 $3.7M
Rafferty Asset Management, LLC 0.01% Add +16.4% 18,026 $3.7M
PNC Financial Services Group, Inc. 0.00% Add +1.2% 18,005 $3.7M
Pacer Advisors, Inc. 0.01% Add +36.9% 17,874 $3.6M
Pallas Capital Advisors LLC 0.14% Reduce -1.9% 17,486 $3.6M
Spirit of America Management Corp. 0.73% Add +2.4% 17,290 $3.5M
Federation des caisses Desjardins du Quebec 0.02% Add +89.5% 17,052 $3.5M
Kensington Investment Counsel, LLC 1.48% Add +3.2% 16,986 $3.5M
Aurora Investment Managers, LLC. 2.08% Reduce -0.4% 16,890 $3.4M
Dean Investment Associates, LLC 0.50% Add +15.8% 16,664 $3.4M
Mutual of America Capital Management LLC 0.04% Reduce -1.3% 16,305 $3.3M
Azzad Asset Management Inc. 0.36% Add +22.2% 16,298 $3.3M
QRG Capital Management, Inc. 0.03% Add +2.6% 15,983 $3.3M
Mechanics Bank Trust Department 0.46% Reduce -11.8% 15,779 $3.2M
NEOS Investment Management LLC 0.04% Add +53.2% 15,724 $3.2M
FORA Capital, LLC 0.35% Add +78.7% 15,702 $3.2M
Ostrum Asset Management 0.15% Reduce -15.7% 15,692 $3.2M
Vident Advisory, LLC 0.04% Reduce -57.5% 15,639 $3.2M
Brown Advisory Inc. 0.00% Reduce -6.0% 15,607 $3.2M
Engineers Gate Manager LP 0.04% Reduce -26.0% 15,543 $3.2M
Pathstone Holdings, LLC 0.01% Add +16.1% 15,381 $3.1M
Norinchukin Bank, The 0.05% Add +7.7% 15,285 $3.1M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -21.1% 15,072 $3.1M
Capital International, Inc. 0.03% Add +49.0% 15,031 $3.1M
Vanguard Personalized Indexing Management, LLC 0.03% Add +11.5% 14,796 $3.0M
OP Asset Management Ltd 0.04% Reduce -2.7% 14,679 $3.0M
Shell Asset Management Co. 0.10% Reduce -16.2% 14,051 $2.9M
Malaga Cove Capital, LLC 1.12% Add +5.6% 13,985 $2.8M
Public Employees Retirement Association of Colorado 0.01% Reduce -0.3% 13,634 $2.8M
Candriam S.C.A. 0.02% Reduce -16.6% 13,568 $2.8M
Horizon Investments, LLC 0.04% Add +39.4% 13,422 $2.7M
Avantax Advisory Services, Inc. 0.01% Add +3.4% 13,171 $2.7M
Ethic Inc. 0.05% Reduce -17.8% 13,054 $2.7M
Groupama Asset Managment 0.04% No change 12,899 $2.6M
Twin Tree Management, LP 0.07% Add +285.3% 12,744 $2.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +5.5% 12,535 $2.6M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.28% Reduce -0.3% 12,433 $2.5M
Marex Group Ltd 0.05% New 12,400 $2.5M
Oregon Public Employees Retirement Fund 0.04% Add +0.8% 12,289 $2.5M
SteelPeak Wealth, LLC 0.09% Add +8.4% 11,856 $2.4M
Creative Planning 0.00% Add +12.1% 11,941 $2.4M
Advisors Preferred, LLC 0.40% New 11,915 $2.4M
Coldstream Capital Management Inc. 0.04% Add +1.2% 11,802 $2.4M
Ramirez Asset Management, Inc. 0.36% Add +76.4% 11,541 $2.3M
Truist Financial Corp. 0.00% Add +44.6% 11,410 $2.3M
Mariner, LLC 0.00% Reduce -31.6% 11,321 $2.3M
Naviter Wealth, LLC 0.28% Add +8.3% 11,094 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% Add +2.3% 11,120 $2.3M
Tredje AP-fonden 0.02% No change 11,021 $2.2M
Jones Road Capital Management, L.P. 4.38% Reduce -19.1% 11,000 $2.2M
Texas Yale Capital Corp. 0.07% Add +6.0% 10,865 $2.2M
Elo Mutual Pension Insurance Co 0.04% Reduce -31.5% 10,804 $2.2M
Atria Investments, Inc 0.03% Add +27.2% 10,801 $2.2M
Swiss Life Asset Management Ltd 0.01% Reduce -24.3% 10,796 $2.2M
Avanza Fonder AB 0.06% No change 10,734 $2.2M
Perpetual Ltd 0.03% Add +0.5% 10,650 $2.2M
Pensionfund Sabic 0.61% Add +7.1% 10,602 $2.2M
Lynch Asset Management, Inc. 0.75% No change 10,500 $2.1M
Martingale Asset Management L P 0.05% Reduce -0.0% 10,443 $2.1M
Ossiam 0.02% Add +95.7% 10,293 $2.1M
Vanderbilt University 0.39% Add +23.2% 10,102 $2.1M
Mizuho Securities USA LLC 0.04% — 9,823 $2.0M
Jain Global LLC 0.03% New 9,642 $2.0M
Sterling Capital Management LLC 0.03% Add +21.8% 9,639 $2.0M
Vinva Investment Management Ltd 0.05% Add +30.3% 9,494 $1.9M
Blair William & Co. 0.01% Add +7.2% 9,433 $1.9M
Wealthfront Advisers LLC 0.00% Add +2.5% 9,341 $1.9M
Founders Financial Securities LLC 0.14% Add +10.8% 9,119 $1.9M
GeoWealth Management, LLC 0.07% Reduce -9.3% 9,094 $1.9M
Kentucky Retirement Systems 0.05% Reduce -6.1% 9,089 $1.8M
Dean Capital Management 0.76% Add +17.4% 9,089 $1.8M
J. Safra Sarasin Holding AG 0.03% Add +107.5% 8,964 $1.8M
Tower Research Capital LLC (TRC) 0.05% Reduce -10.0% 8,573 $1.7M
Edgestream Partners, L.P. 0.05% Reduce -67.4% 8,550 $1.7M
Hartford Investment Management Co. 0.06% Reduce -1.4% 8,541 $1.7M
Oppenheimer Asset Management Inc. 0.02% Add +11.8% 8,443 $1.7M
NJ State Employees Deferred Compensation Plan 0.20% No change 8,407 $1.7M
DoubleLine ETF Adviser LP 0.55% Add +1.7% 8,384 $1.7M
Panagora Asset Management Inc. 0.01% Reduce -23.5% 8,319 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +16.2% 8,271 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Add +0.9% 8,126 $1.7M
AG2R La Mondiale Gestion D'actifs 0.08% Add +17.6% 7,974 $1.6M
Altshuler Shaham Ltd 0.05% No change 7,800 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -66.8% 7,748 $1.6M
United Community Bank 0.54% New 7,725 $1.6M
Fifth Third Bancorp 0.01% Reduce -5.8% 7,529 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -1.3% 7,500 $1.5M
Presima Securities ULC 0.35% Add +2.1% 7,438 $1.5M
Securian Asset Management, Inc. 0.04% Reduce -1.4% 7,426 $1.5M
RB Capital Management, LLC 0.36% Add +1.0% 7,409 $1.5M
Red Spruce Capital, LLC 0.64% Reduce -1.6% 7,294 $1.5M
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.2% 7,258 $1.5M
Moran Wealth Management, LLC 0.05% Add +0.2% 7,201 $1.5M
Commerce Bank 0.01% Add +4.3% 7,193 $1.5M
Benjamin Edwards Inc. 0.02% Add +11.1% 7,126 $1.5M
Gulf International Bank (UK) Ltd 0.05% Reduce -13.6% 7,121 $1.4M
Orion Porfolio Solutions, LLC 0.01% Reduce -11.6% 7,057 $1.4M
Polymer Capital Management (US) LLC 0.23% Add +90.1% 6,985 $1.4M
Klein Pavlis & Peasley Financial, Inc. 0.94% Add +5.2% 6,928 $1.4M
Maryland State Retirement & Pension System 0.03% Add +4.2% 6,912 $1.4M
Bank Ozk 0.53% Reduce -22.1% 6,807 $1.4M
Baird Financial Group, Inc. 0.00% New 6,750 $1.4M
New Mexico Educational Retirement Board 0.04% No change 6,627 $1.3M
Barings LLC 0.03% New 6,454 $1.3M
Moors & Cabot, Inc. 0.06% No change 6,548 $1.3M
Kestra Advisory Services, LLC 0.01% Reduce -3.8% 6,488 $1.3M
Procyon Advisors, LLC 0.12% Reduce -65.3% 6,470 $1.3M
Allworth Financial LP 0.01% Add +639.6% 6,457 $1.3M
Snowden Capital Advisors LLC 0.04% New 6,332 $1.3M
Tudor Investment Corporation 0.01% Reduce -91.3% 6,341 $1.3M
E. Ohman J:or Asset Management AB 0.03% No change 6,300 $1.3M
S-Bank Fund Management Ltd 0.19% New 6,289 $1.3M
Savvy Advisors, Inc. 0.08% Add +7.7% 6,237 $1.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -34.7% 6,156 $1.2M
Arbor Capital Management Inc. 1.06% Add +5.6% 6,227 $1.2M
Sterling Investment Management, LLC 0.80% No change 5,953 $1.2M
Caldwell Trust Co 0.12% Add +1.1% 5,918 $1.2M
Captrust Financial Advisors 0.00% Add +11.3% 5,902 $1.2M
Figure 8 Investment Strategies LLC 1.16% Reduce -1.8% 5,821 $1.2M
Wambolt & Associates, LLC 0.39% Reduce -7.3% 5,704 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -0.5% 5,695 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +105.9% 5,676 $1.2M
Bull Street Advisors, LLC 0.53% No change 5,440 $1.1M
OMERS ADMINISTRATION Corp 0.01% No change 5,088 $1.0M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -34.6% 5,034 $1.0M
NewEdge Wealth, LLC 0.02% Add +55.6% 5,418 $1.0M
Ar Asset Management Inc. 0.23% No change 5,000 $1.0M
Federated Hermes, Inc. 0.00% Reduce -21.7% 4,961 $1.0M
Guggenheim Capital LLC 0.01% Add +2.8% 4,759 $968K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +2.1% 4,633 $943K
Buck Wealth Strategies, LLC 0.14% New 4,623 $941K
American Assets Capital Advisers, LLC 0.94% No change 4,608 $938K
Pasadena Private Wealth, LLC 0.16% Reduce -9.6% 4,578 $932K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -7.8% 4,560 $928K
Armstrong Advisory Group, Inc. 0.07% New 4,558 $928K
Focus Partners Wealth 0.00% Add +37.0% 4,550 $926K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.4% 4,536 $923K
United Capital Financial Advisors, LLC 0.01% Add +1.2% 4,483 $912K
Cwm, LLC 0.00% Add +133.4% 4,323 $880K
Campbell & CO Investment Adviser LLC 0.05% Reduce -45.8% 4,261 $867K
SG Americas Securities, LLC 0.00% Reduce -82.8% 4,150 $845K
Crossmark Global Holdings, Inc. 0.01% Reduce -4.0% 4,108 $836K
Assenagon Asset Management S.A. 0.00% Reduce -1.3% 4,094 $833K
Roundview Capital LLC 0.06% Add +2.7% 4,058 $826K
Icon Wealth Advisors, LLC 0.06% New 4,021 $818K
Daiichi Life Insurance Co., Ltd. 0.02% No change 3,943 $802K
Elevation Wealth Partners, LLC 0.31% No change 3,890 $792K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -6.5% 3,857 $785K
Point72 Asset Management 0.00% Reduce -78.8% 3,815 $776K
Westerkirk Capital Inc. 0.10% — 3,800 $773K
Excalibur Management Corp. 0.29% Reduce -0.2% 3,767 $767K
Guidance Capital, Inc. 0.21% Reduce -12.6% 4,062 $749K
Vestmark Advisory Solutions, Inc. 0.01% Add +51.9% 3,672 $747K
Banque Cantonale Vaudoise 0.03% Add +36.2% 3,644 $741K
Baker Tilly Wealth Management, LLC 0.26% Add +8.5% 3,524 $717K
Investment Management Corp of Ontario 0.01% Reduce -12.5% 3,504 $713K
Intech Investment Management LLC 0.01% Reduce -4.5% 3,484 $709K
Grassi Investment Management 0.05% No change 3,385 $689K
Fox Run Management, L.L.C. 0.11% Add +243.1% 3,376 $687K
Plato Investment Management Ltd 0.05% Add +0.2% 3,368 $683K
Invst, LLC 0.08% Reduce -1.0% 3,346 $681K
High Probability Advisors, LLC 0.10% No change 3,318 $675K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.7% 3,298 $671K
Laird Norton Wetherby Wealth Management, LLC 0.03% — 3,295 $671K
Empowered Funds, LLC 0.01% Add +19.6% 3,256 $663K
Penserra Capital Management LLC 0.01% Reduce -53.8% 3,224 $655K
Capital Square, LLC 0.34% Add +0.1% 3,183 $643K
Mufg Securities Americas Inc. 0.06% Add +25.3% 3,151 $641K
Quadrant Capital Group LLC 0.02% Reduce -2.2% 3,064 $624K
Wedge Capital Management L L P 0.01% Reduce -20.3% 3,027 $616K
Kintegral Advisory, LLC 0.06% Reduce -0.2% 2,999 $616K
Independent Advisor Alliance 0.02% New 3,023 $615K
MML Investors Services, LLC 0.00% Reduce -11.3% 3,005 $611K
Bessemer Group Inc. 0.00% Reduce -48.4% 2,997 $609K
Siemens Fonds Invest GmbH 0.04% Add +14.2% 2,969 $604K
Ofi Invest Asset Management 0.01% Add +0.4% 3,461 $600K
Greenleaf Trust 0.01% Reduce -1.6% 2,929 $596K
Stonegate Investment Group, LLC 0.01% Add +12.6% 2,901 $590K
HighPoint Advisor Group LLC 0.03% Add +21.3% 2,890 $588K
Merit Financial Group, LLC 0.01% Add +35.4% 2,889 $588K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 2,866 $587K
Tuttle Capital Management, LLC 2.37% Add +14.9% 2,816 $573K
Intrua Financial, LLC 0.08% Reduce -12.3% 2,789 $568K
Larson Financial Group LLC 0.02% Add +11.2% 2,780 $566K
Whittier Trust Co. 0.01% Add +2.5% 2,725 $555K
Flputnam Investment Management Co. 0.01% Reduce -0.1% 2,682 $546K
UMB Bank, n.a. 0.01% Reduce -2.1% 2,675 $544K
Walter Public Investments Inc. 0.09% No change 2,660 $541K
Mgo One Seven LLC 0.02% Add +16.2% 2,618 $533K
Cornerstone Advisors, LLC 0.02% Reduce -13.3% 2,600 $529K
Axxcess Wealth Management, LLC 0.01% Add +23.8% 2,597 $529K
Portfolio Design Labs, LLC 0.10% New 2,580 $525K
Sompo Asset Management Co., Ltd. 0.09% No change 2,530 $515K
Prime Capital Investment Advisors, LLC 0.01% Reduce -24.8% 2,527 $514K
GF Fund Management Co. LTD. 0.01% Reduce -6.8% 2,511 $511K
Cambria Investment Management, L.P. 0.03% Add +22.2% 2,503 $509K
GAMMA Investing LLC 0.03% Reduce -3.4% 2,478 $504K
EntryPoint Capital, LLC 0.25% Add +0.9% 2,462 $501K
Perbak Capital Partners LLP 0.11% Add +57.8% 2,441 $497K
Arkadios Wealth Advisors 0.01% Add +6.6% 2,439 $496K
Private Advisor Group, LLC 0.00% Reduce -0.3% 2,435 $496K
Park Avenue Securities LLC 0.00% Reduce -20.0% 2,431 $495K
Two Sigma Investments, LP 0.00% Reduce -26.9% 2,419 $492K
Farringdon Capital, Ltd. 0.17% Add +34.1% 2,414 $491K
Mystic Asset Management, Inc. 0.12% No change 2,390 $486K
Legacy Capital Group California, Inc. 0.13% Add +0.8% 2,377 $484K
Callan Family Office, LLC 0.02% New 2,366 $481K
Zimmer Partners, LP 0.01% New 2,363 $481K
Tectonic Advisors LLC 0.03% Add +11.3% 2,362 $481K
Keybank National Association 0.00% Reduce -5.3% 2,340 $476K
Private Wealth Asset Management, LLC 0.06% Reduce -0.3% 2,340 $476K
Allstate Corp. 0.03% Reduce -84.2% 2,326 $473K
Smartleaf Asset Management LLC 0.04% Reduce -13.4% 2,301 $470K
Lido Advisors, LLC 0.00% Reduce -11.6% 2,282 $469K
Canton Hathaway, LLC 0.10% No change 2,300 $468K
Wealth Alliance, LLC 0.05% Add +39.9% 2,282 $464K
Choreo, LLC 0.01% Reduce -6.5% 2,249 $462K
SVB Wealth LLC 0.02% Reduce -6.6% 2,255 $459K
Probity Advisors, Inc. 0.08% Add +2.8% 2,243 $456K
EPG Wealth Management LLC 0.14% Add +3.3% 2,227 $453K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -19.7% 2,203 $448K
Praxis Investment Management Inc. 0.03% Reduce -19.5% 2,190 $446K
Meeder Advisory Services, Inc. 0.02% Add +11.0% 2,123 $432K
Prestige Wealth Management Group LLC 0.09% Reduce -1.1% 2,071 $425K
Ellevest, Inc. 0.07% Reduce -2.1% 2,040 $415K
AlphaCore Capital LLC 0.02% Reduce -0.5% 2,024 $411K
Ascent Group, LLC 0.02% New 2,014 $410K
Winebrenner Capital Management LLC 0.33% No change 2,000 $407K
Supplemental Annuity Collective Trust of NJ 0.11% No change 2,000 $407K
Lazard Asset Management LLC 0.00% Reduce -0.4% 2,006 $407K
Ballentine Partners, LLC 0.01% Reduce -24.8% 1,975 $402K
Evergreen Capital Management LLC 0.01% Add +0.1% 1,883 $386K
Fiduciary Trust Co 0.00% Reduce -15.5% 1,892 $385K
Dark Forest Capital Management LP 0.02% New 1,887 $384K
Signaturefd, LLC 0.01% Add +19.9% 1,885 $384K
Glenmede Investment Management, LP 0.00% — 1,874 $381K
Profund Advisors LLC 0.01% Reduce -1.7% 1,862 $379K
Fiduciary Financial Group, LLC 0.07% New 1,861 $378K
Ascentis Independent Advisors 0.07% Add +11.7% 1,855 $377K
Interchange Capital Partners, LLC 0.09% Add +0.3% 1,838 $374K
Heitman Real Estate Securities LLC 0.03% Reduce -99.4% 1,819 $370K
Everhart Financial Group, Inc. 0.04% Reduce -21.3% 1,793 $365K
Ieq Capital, LLC 0.00% Reduce -73.6% 1,725 $351K
Legacy Capital Wealth Partners, LLC 0.08% Add +20.6% 1,712 $348K
Pacific Sun Financial Corp 0.18% Add +42.6% 1,710 $348K
Bailard, Inc. 0.01% Add +6.8% 1,708 $348K
Gsa Capital Partners LLP 0.02% New 1,680 $342K
HB Wealth Management, LLC 0.00% Reduce -8.5% 1,652 $336K
Hartford Funds Management Co LLC 0.03% New 1,638 $334K
Beverly Hills Private Wealth, LLC 0.06% Reduce -0.3% 1,628 $331K
Lewis Asset Management, LLC 0.16% New 1,625 $331K
CIBC Private Wealth Group LLC 0.00% Reduce -37.5% 1,623 $330K
Fifth Third Wealth Advisors LLC 0.01% Reduce -3.2% 1,618 $329K
Brasada Capital Management, LP 0.06% Reduce -1.2% 1,620 $328K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -49.9% 1,606 $327K
Checchi Capital Advisers, LLC 0.02% Reduce -19.3% 1,595 $324K
Scientech Research LLC 0.08% New 1,568 $319K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,516 $309K
West Oak Capital, LLC 0.15% Reduce -7.7% 1,510 $307K
Segment Wealth Management, LLC 0.02% Add +27.2% 1,509 $307K
American Investment Services, Inc. 0.08% No change 1,482 $302K
Atlas Capital Advisors Inc. 0.04% No change 1,476 $300K
Boothbay Fund Management, LLC 0.01% New 1,476 $300K
DRW Securities, LLC 0.02% New 1,471 $299K
Prudent Man Advisors, LLC 0.09% Add +1.2% 1,464 $298K
Savant Capital, LLC 0.00% Add +13.4% 1,459 $297K
Kestra Private Wealth Services, LLC 0.00% Reduce -15.0% 1,437 $292K
Garrison Point Advisors, LLC 0.13% No change 1,425 $290K
Advisor Resource Council 0.14% Reduce -41.4% 1,420 $289K
Patrick M Sweeney & Associates, Inc. 0.20% Add +11.1% 1,409 $285K
True North Advisors, LLC 0.05% No change 1,402 $285K
Marble Harbor Investment Counsel, LLC 0.03% No change 1,400 $285K
PFG Investments, LLC 0.02% Add +8.0% 1,395 $284K
Quotient Wealth Partners, LLC 0.01% Reduce -6.5% 1,376 $280K
Cigna Investments Inc. 0.05% Reduce -3.1% 1,374 $279K
Lafayette Investments, Inc. 0.06% No change 1,350 $275K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.0% 1,342 $273K
Brevan Howard Capital Management LP 0.00% New 1,339 $272K
Archer Investment Corp 0.06% Reduce -20.8% 1,330 $271K
LMR Partners LLP 0.01% Reduce -26.6% 1,320 $269K
Highline Wealth Partners LLC 0.08% Reduce -0.1% 1,316 $268K
Avidian Wealth Enterprises, LLC 0.01% New 1,279 $260K
Cornerstone Advisory, LLC 0.03% Add +1.4% 1,270 $258K
OneDigital Investment Advisors LLC 0.00% Reduce -0.8% 1,263 $257K
Cetera Trust Company, N.A 0.15% Add +2.4% 1,260 $256K
EverSource Wealth Advisors, LLC 0.01% Add +135.2% 1,244 $253K
Stanley-Laman Group, Ltd. 0.04% Add +16.9% 1,240 $252K
NorthRock Partners, LLC 0.01% Add +12.4% 1,211 $248K
Prospera Financial Services Inc 0.00% New 1,208 $246K
Apollon Wealth Management, LLC 0.00% Add +10.2% 1,196 $243K
Harbour Capital Advisors, LLC 0.05% No change 1,205 $243K
MBB Public Markets I LLC 0.03% Reduce -18.7% 1,171 $238K
Mandatum Life Insurance Co Ltd 0.06% No change 1,170 $238K
Brooklyn Investment Group 0.03% Add +71.9% 1,164 $237K
Parallel Advisors, LLC 0.00% Add +15.7% 1,163 $237K
Integrated Wealth Concepts LLC 0.00% New 1,161 $236K
Avestar Capital, LLC 0.02% Add +1.6% 1,142 $234K
Phoenix Financial Ltd. 0.00% Add +14.2% 1,143 $233K
Jump Financial, LLC 0.00% Reduce -53.6% 1,137 $231K
CreativeOne Wealth, LLC 0.01% Reduce -1.6% 1,132 $230K
Atria Wealth Solutions, Inc. 0.01% Add +4.5% 1,105 $227K
Renaissance Group LLC 0.01% Reduce -2.8% 1,109 $226K
DAVENPORT & Co LLC 0.00% Reduce -5.6% 1,104 $225K
Sandler Capital Management 0.08% Reduce -4.3% 1,100 $224K
Geneos Wealth Management Inc. 0.01% Add +129.5% 1,090 $222K
Patton Fund Management, Inc. 0.05% New 1,069 $218K
Blue Trust, Inc. 0.00% Reduce -3.0% 1,066 $217K
GTS Securities LLC 0.01% New 1,064 $217K
TD Waterhouse Canada Inc. 0.00% Reduce -79.9% 1,048 $213K
Wedmont Private Capital 0.01% Reduce -2.5% 1,060 $213K
Canada Post Corp Registered Pension Plan 0.01% New 1,032 $210K
Farther Finance Advisors, LLC 0.00% Reduce -10.3% 1,030 $210K
Knollwood Investment Advisory, LLC 0.02% No change 1,021 $208K
Fortitude Family Office, LLC 0.07% Add +2648.7% 1,017 $207K
Graypoint LLC 0.01% New 1,015 $207K
Levin Capital Strategies, L.P. 0.02% No change 1,000 $204K
ICONIQ Capital, LLC 0.00% New 992 $202K
Legacy Wealth Asset Management, LLC 0.05% Add +0.9% 988 $201K
CX Institutional 0.01% Add +6.3% 973 $198K
Principal Securities, Inc. 0.00% Add +0.6% 921 $188K
Quantbot Technologies LP 0.00% Reduce -90.5% 742 $151K
Motco 0.01% No change 807 $150K
Chesapeake Asset Management LLC 0.13% Add +69200.0% 693 $141K
NewEdge Advisors, LLC 0.00% Reduce -6.4% 687 $140K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 685 $139K
Kestra Investment Management, LLC 0.00% Reduce -13.6% 684 $139K
Whittier Trust Co. of Nevada Inc. 0.00% Add +0.3% 667 $136K
Ameritas Advisory Services, LLC 0.01% New 654 $133K
Exchange Traded Concepts, LLC 0.00% Reduce -77.2% 624 $127K
Wilmington Savings Fund Society, FSB 0.00% Add +17.4% 622 $127K
Spire Wealth Management 0.00% Add +6.0% 598 $122K
Jones Financial Companies LLLP 0.00% Reduce -9.1% 570 $116K
Dynamic Wealth Strategies, LLC 0.08% Reduce -13.0% 569 $116K
Sherman Asset Management, Inc. 0.10% No change 528 $107K
Global Retirement Partners, LLC 0.00% — 498 $101K
Alpine Bank Wealth Management 0.01% No change 484 $98K
MassMutual Private Wealth & Trust, FSB 0.00% Add +20.2% 476 $97K
Global X Japan Co., Ltd. 0.01% Add +23.4% 458 $93K
Cromwell Holdings LLC 0.06% Add +3.6% 454 $93K
Catalyst Capital Advisors LLC 0.00% Reduce -14.0% 453 $92K
Tompkins Financial Corp. 0.01% No change 450 $92K
MUFG Securities EMEA plc 0.00% New 419 $85K
Sentry Investment Management LLC 0.04% No change 403 $81K
Sunbelt Securities, Inc. 0.01% Reduce -0.3% 367 $81K
Silvant Capital Management LLC 0.00% No change 375 $76K
CYBER HORNET ETFs LLC 0.05% New 371 $75K
Bear Mountain Capital, Inc. 0.03% Reduce -0.3% 369 $75K
Trust Co. of Toledo NA 0.01% New 359 $73K
Brown Brothers Harriman & Co. 0.00% Add +126.6% 358 $73K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 340 $69K
Trust Co. of Vermont 0.00% Add +331.5% 315 $64K
Tobam 0.02% Reduce -39.5% 311 $63K
Rosenberg Matthew Hamilton 0.01% Add +74.1% 303 $62K
Generali Asset Management SPA SGR 0.00% No change 298 $61K
Covestor Ltd 0.04% Reduce -8.2% 293 $60K
McIlrath & Eck, LLC 0.01% New 292 $59K
Inlight Wealth Management, LLC 0.03% No change 289 $59K
Atlantic Union Bankshares Corp 0.00% New 288 $59K
Hilltop National Bank 0.02% — 286 $58K
TD Private Client Wealth LLC 0.00% Reduce -1.4% 284 $58K
Versant Capital Management, Inc 0.01% Reduce -52.5% 281 $57K
Muzinich & Co., Inc. 0.02% No change 251 $51K
First Financial Corp. 0.02% No change 250 $51K
Capital Analysts, LLC 0.00% Reduce -1.2% 242 $49K
Zions Bancorporation, National Association 0.00% Add +1.7% 239 $49K
Arax Advisory Partners 0.00% Reduce -8.1% 204 $48K
Heritage Wealth Advisors 0.00% Reduce -4.2% 228 $46K
Arlington Trust Co LLC 0.01% No change 227 $46K
Glen Eagle Advisors, LLC 0.01% No change 214 $44K
Private Trust Co. NA 0.00% Add +4.4% 213 $43K
Keystone Global Partners, LLC 0.02% No change 209 $43K
Crowley Wealth Management, Inc. 0.04% No change 200 $41K
Mowery & Schoenfeld Wealth Management, LLC 0.06% No change 194 $40K
Parkside Financial Bank & Trust 0.00% Add +10.9% 194 $39K
IFP Advisors, Inc 0.00% Reduce -14.0% 117 $39K
Clearstead Advisors, LLC 0.00% Add +4675.0% 191 $39K
Fulcrum Asset Management LLP 0.01% — 189 $38K
Sound Income Strategies, LLC 0.00% Add +76.4% 187 $38K
Gold Investment Management Ltd. 0.01% Reduce -52.9% 178 $36K
Headlands Technologies LLC 0.00% New 177 $36K
Caitong International Asset Management Co., Ltd 0.03% Reduce -46.1% 173 $35K
Ancora Advisors LLC 0.00% Add +5.0% 167 $34K
Harbour Investments, Inc. 0.00% Add +3.1% 166 $34K
Whipplewood Advisors, LLC 0.02% Reduce -10.9% 163 $33K
Clearstead Trust, LLC 0.01% Add +62.0% 162 $33K
Core Alternative Capital 0.01% No change 159 $32K
Opal Wealth Advisors, LLC 0.01% Reduce -1.3% 151 $31K
Legacy Bridge, LLC 0.01% No change 150 $31K
Blume Capital Management, Inc. 0.01% No change 150 $31K
Harbor Investment Advisory, LLC 0.00% No change 141 $29K
Old Second National Bank of Aurora 0.01% No change 140 $28K
Deseret Mutual Benefit Administrators 0.01% No change 137 $28K
Proathlete Wealth Management LLC 0.01% No change 135 $28K
Byrne Asset Management LLC 0.02% No change 135 $27K
Meeder Asset Management Inc. 0.00% Add +147.2% 131 $27K
Monetary Management Group Inc. 0.01% No change 125 $25K
CVA Family Office, LLC 0.00% Add +9.3% 117 $24K
Rothschild Investment LLC 0.00% Add +46.8% 116 $24K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -27.4% 111 $23K
Iron Horse Wealth Management, LLC 0.01% Add +2060.0% 108 $22K
Cullen/Frost Bankers, Inc. 0.00% Add +550.0% 104 $21K
Vision Financial Markets LLC 0.02% No change 100 $20K
Nalls Sherbakoff Group, LLC 0.01% No change 100 $20K
Colonial Trust Co / SC 0.00% Add +10.1% 98 $20K
Bruce G. Allen Investments, LLC 0.02% Reduce -1.0% 98 $20K
Golden State Wealth Management, LLC 0.00% Add +405.3% 96 $20K
Summit Securities Group LLC 0.01% New 96 $20K
Farmers & Merchants Investments Inc. 0.00% No change 94 $19K
Hughes Financial Services, LLC 0.00% No change 98 $18K
TruNorth Capital Management, LLC 0.00% No change 87 $18K
Plante Moran Financial Advisors, LLC 0.00% No change 87 $18K
HM Payson & Co. 0.00% No change 85 $17K
Sierra Ocean, LLC 0.01% No change 80 $16K
Elevation Point Wealth Partners, LLC 0.00% New 78 $16K
MV Capital Management, Inc. 0.00% Reduce -2.6% 76 $15K
GW&K Investment Management, LLC 0.00% Reduce -2.7% 73 $15K
Bartlett & Co. Wealth Management LLC 0.00% Add +2.8% 73 $15K
Montag A & Associates Inc. 0.00% No change 72 $15K
Point72 Asia (Singapore) Pte. Ltd. 0.00% Reduce -87.9% 71 $14K
Bell Investment Advisors, Inc 0.00% No change 69 $14K
Briaud Financial Planning Inc 0.00% New 62 $12K
Rise Advisors, LLC 0.00% No change 58 $12K
Washington Trust Advisors, Inc. 0.00% Add +23.4% 58 $12K
Twin Peaks Wealth Advisors, LLC 0.00% New 61 $11K
MJT & Associates Financial Advisory Group, Inc. 0.01% Add +30.9% 55 $11K
Smithfield Trust Co 0.00% No change 52 $11K
GPS Wealth Strategies Group, LLC 0.00% New 50 $10K
Wolff Wiese Magana LLC 0.01% No change 46 $9K
NewSquare Capital LLC 0.00% Reduce -38.9% 44 $9K
WPG Advisers, LLC 0.01% Add +2.6% 40 $8K
Ridgewood Investments LLC 0.00% No change 40 $8K
Avion Wealth 0.00% Add +41.4% 41 $8K
General Partner, Inc. 0.00% No change 38 $8K
Financial Management Professionals, Inc. 0.00% Add +44.0% 36 $7K
Aventura Private Wealth, LLC 0.00% No change 35 $7K
Dogwood Wealth Management LLC 0.00% Add +277.8% 34 $7K
CoreCap Advisors, LLC 0.00% Reduce -15.8% 32 $7K
Cornerstone Planning Group LLC 0.00% Add +21.4% 34 $6K
JNBA Financial Advisors 0.00% No change 31 $6K
Howard Hughes Medical Institute 0.00% New 30 $6K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -32.6% 33 $6K
Private Wealth Management Group, LLC 0.00% No change 29 $6K
Sachetta, LLC 0.00% Add +92.9% 27 $5K
Grove Bank & Trust 0.00% No change 26 $5K
ORG Partners LLC 0.00% No change 26 $5K
Bogart Wealth, LLC 0.00% Reduce -7.1% 26 $5K
Minot DeBlois Advisors LLC 0.00% No change 25 $5K
Hemington Wealth Management 0.00% No change 29 $5K
Morse Asset Management, Inc 0.00% No change 24 $5K
Raffa Wealth Management, LLC 0.00% Reduce -11.1% 24 $5K
Godsey & Gibb, Inc. 0.00% No change 21 $4K
NBT Bank, N.A. 0.00% No change 20 $4K
SouthState Bank Corp 0.00% Reduce -4.8% 20 $4K
Red Tortoise LLC 0.00% No change 19 $4K
High Note Wealth, LLC 0.00% Reduce -5.0% 19 $4K
Quarry LP 0.00% New 19 $4K
S&T Bank 0.00% Add +200.0% 18 $4K
Silicon Valley Capital Partners 0.00% New 18 $4K
Holos Integrated Wealth LLC 0.00% No change 19 $4K
Abound Wealth Management 0.00% No change 17 $3K
Aspect Partners, LLC 0.00% Reduce -5.9% 16 $3K
AdvisorNet Financial, Inc 0.00% Reduce -62.5% 15 $3K
Solstein Capital, LLC 0.00% New 14 $3K
MCF Advisors LLC 0.00% Reduce -26.3% 14 $3K
First Horizon Advisors, Inc. 0.00% No change 14 $3K
Addison Advisors LLC 0.00% New 13 $3K
Physician Wealth Advisors, Inc. 0.00% Reduce -13.3% 13 $3K
Copia Wealth Management 0.00% Reduce -52.0% 12 $2K
Activest Wealth Management 0.00% Add +120.0% 11 $2K
Dunhill Financial, LLC 0.00% Reduce -47.4% 10 $2K
IMG Wealth Management, Inc. 0.00% New 10 $2K
Horizon Financial Services, LLC 0.00% Add +100.0% 10 $2K
Painted Porch Advisors LLC 0.00% Reduce -33.3% 10 $2K
Hazlett, Burt & Watson, Inc. 0.00% Add +11.1% 10 $2K
Lanark Financial, Inc. 0.00% New 14 $2K
Evergreen Private Wealth LLC 0.00% New 9 $2K
Creative Capital Management Investments LLC 0.00% New 9 $2K
Sittner & Nelson, LLC 0.00% No change 8 $2K
Nvwm, LLC 0.00% Add +33.3% 8 $2K
Total Investment Management Inc. 0.00% New 8 $2K
Creative Financial Designs Inc. 0.00% Add +14.3% 8 $2K
Anfield Capital Management, LLC 0.00% New 7 $1K
Riggs Asset Managment Co. Inc. 0.00% New 7 $1K
FWL Investment Management, LLC 0.00% New 7 $1K
TFC Financial Management, Inc. 0.00% No change 7 $1K
Clark Wealth Partners 0.00% Add +16.7% 7 $1K
Financial Network Wealth Advisors LLC 0.00% No change 6 $1K
Cape Investment Advisory, Inc. 0.00% No change 6 $1K
True Wealth Design, LLC 0.00% Reduce -64.7% 6 $1K
NFSG Corp 0.00% New 6 $1K
Albion Financial Group 0.00% No change 6 $1K
Valued Wealth Advisors LLC 0.00% No change 5 $1K
Principia Wealth Advisory, LLC 0.00% Add +400.0% 5 $1K
Stephens Consulting, LLC 0.00% New 5 $1K
Trifecta Capital Advisors, LLC 0.00% No change 5 $1K
Capital Advisors, Ltd. LLC 0.00% Reduce -20.0% 4 $1K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -85.2% 4 $821
Signature Resources Capital Management, LLC 0.00% New 4 $814
Tortoise Investment Management, LLC 0.00% New 4 $814
WealthTrak Capital Management LLC 0.00% Reduce -40.0% 3 $611
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -92.1% 3 $611
Brown, Lisle/Cummings, Inc. 0.00% No change 3 $611
Essential Partners LLC 0.00% — 3 $611
Values First Advisors, Inc. 0.00% Add +0.0% 2 $422
DecisionPoint Financial, LLC 0.00% New 2 $407
American Capital Advisory, LLC 0.00% No change 1 $204
Transce3nd, LLC 0.00% No change 1 $204
Parkworth Wealth Management, Inc. 0.00% New 1 $204
Kilter Group LLC 0.00% New 1 $204
Kozak & Associates, Inc. 0.00% Reduce -97.0% 1 $109
Transamerica Financial Advisors, LLC 0.00% No change 1 $70
Centerpoint Advisors, LLC 0.00% New 1 $0

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