AvalonBay Communities, Inc.
US ˙ NYSE ˙ US0534841012

SecurityAVB / AvalonBay Communities, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership255 shares
Latest Disclosed Value $ 41,654
IFP Advisors, Inc reports 8.51% increase in ownership of AVB / AvalonBay Communities, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 255 shares of AvalonBay Communities, Inc. (US:AVB) valued at $41,654 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 235 shares of AvalonBay Communities, Inc.. This represents a change in shares of 8.51% during the quarter. The current value of the position is $46,713 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F AVALONBAY CMNTYS cs 053484101 255 20 8.51 42 -2.38 0.0009
2026-02-06 2025-12-31 13F AVALONBAY CMNTYS cs 053484101 235 50 27.03 43 20.00 0.0010
2026-02-06 2025-09-30 13F/A-1 AVALONBAY CMNTYS cs 053484101 185 68 58.12 36 -10.26 0.0009
2025-12-02 2025-09-30 13F AVALONBAY CMNTYS cs 053484101 148 31 43 0.0011
2025-07-24 2025-06-30 13F AVALONBAY CMNTYS cs 053484101 117 -19 -13.97 39 34.48 0.0011
2025-05-05 2025-03-31 13F AVALONBAY CMNTYS cs 053484101 136 5 3.82 29 3.57 0.0009
2025-02-04 2024-12-31 13F AVALONBAY CMNTYS cs 053484101 131 16 13.91 29 12.00 0.0009
2025-02-04 2024-09-30 13F AVALONBAY CMNTYS cs 053484101 115 -6 -4.96 26 4.17 0.0009
2024-07-30 2024-06-30 13F AVALONBAY CMNTYS cs 053484101 121 53 77.94 25 100.00 0.0010
2024-07-30 2024-03-31 13F AVALONBAY CMNTYS cs 053484101 68 6 9.68 13 9.09 0.0006
2024-01-09 2023-12-31 13F AVALONBAY CMNTYS cs 053484101 62 -1 -1.59 12 10.00 0.0005
2023-10-12 2023-09-30 13F AVALONBAY CMNTYS cs 053484101 63 -49 -43.75 11 -52.38 0.0005
2023-08-14 2023-06-30 13F/A-1 AVALONBAY CMNTYS cs 053484101 112 54 93.10 21 200.00 0.0009
2023-08-04 2023-06-30 13F AVALONBAY CMNTYS cs 053484101 112 54 15 0.0007
2023-04-18 2023-03-31 13F AVALONBAY CMNTYS cs 053484101 58 -136 -70.10 8 0.0003
2023-02-07 2022-12-31 13F AVALONBAY CMNTYS cs 053484101 194 -49 -20.16 0 -100.00 0.0009
2022-11-08 2022-09-30 13F AVALONBAY CMNTYS cs 053484101 243 83 51.88 38 52.00 0.0010
2022-09-06 2022-06-30 13F/A-1 AVALONBAY CMNTYS cs 053484101 160 0 0.00 25 0.00 0.0008
2022-09-06 2022-03-31 13F/A-1 AVALONBAY CMNTYS cs 053484101 160 138 627.27 25 400.00 0.0008
2022-08-08 2022-03-31 13F AVALONBAY CMNTYS INC COM Stock 053484101 63 41 9 0.0002
2022-01-12 2021-12-31 13F AVALONBAY CMNTYS INC COM Stock 053484101 22 -22 -50.00 5 -54.55 0.0001
2021-10-06 2021-09-30 13F AVALONBAY CMNTYS INC COM Stock 053484101 44 11 33.33 11 57.14 0.0002
2021-07-13 2021-06-30 13F AVALONBAY CMNTYS INC COM Stock 053484101 33 1 3.12 7 16.67 0.0001
2021-04-30 2021-03-31 13F AVALONBAY CMNTYS INC COM Stock 053484101 32 2 6.67 6 50.00 0.0001
2021-01-25 2020-12-31 13F AVALONBAY CMNTYS INC COM Stock 053484101 30 9 42.86 4 33.33 0.0002
2020-10-29 2020-09-30 13F AVALONBAY CMNTYS INC COM Stock 053484101 21 9 75.00 3 50.00 0.0002
2020-08-05 2020-06-30 13F AVALONBAY CMNTYS INC COM Stock 053484101 12 -77 -86.52 2 -84.62 0.0002
2020-05-12 2020-03-31 13F AVALONBAY CMNTYS INC COM Stock 053484101 89 9 11.25 13 -23.53 0.0013
2020-01-17 2019-12-31 13F AVALONBAY CMNTYS INC COM Stock 053484101 80 -26 -24.53 17 -29.17 0.0013
2019-11-07 2019-09-30 13F AVALONBAY CMNTYS INC COM Stock 053484101 106 44 70.97 24 100.00 0.0016
2019-05-15 2019-03-31 13F AVALONBAY COMMNTYS Stock 053484101 62 -712 -91.99 12 -91.04 0.0016
2019-06-03 2018-12-31 13F/A-10 AVALONBAY CMNTYS INC COM REIT 053484101 774 25 3.34 134 -1.47 0.0082
2019-01-23 2018-12-31 13F AVALONBAY CMNTYS INC COM REIT 053484101 774 25 134 0.0082
2019-06-03 2018-09-30 13F/A-9 AVALONBAY CMNTYS INC COM REIT 053484101 749 646 627.18 136 655.56 0.0055
2018-10-25 2018-09-30 13F AVALONBAY CMNTYS INC COM REIT 053484101 749 646 136 0.0055
2019-06-03 2018-06-30 13F/A-8 AVALONBAY CMNTYS INC COM REIT 053484101 103 55 114.58 18 100.00 0.0008
2018-08-07 2018-06-30 13F AVALONBAY CMNTYS INC COM REIT 053484101 103 -1,846 18
2019-06-03 2018-03-31 13F/A-7 AVALONBAY CMNTYS INC COM REIT 053484101 48 0 0.00 9 0.00 0.0004
2018-05-09 2018-03-31 13F AVALONBAY CMNTYS INC COM REIT 053484101 1,949 1,901 321
2019-06-03 2017-12-31 13F/A-6 AVALONBAY CMNTYS INC COM REIT 053484101 48 0 0.00 9 0.00 0.0004
2018-01-24 2017-12-31 13F AVALONBAY CMNTYS INC COM REIT 053484101 48 0 9
2017-10-30 2017-09-30 13F AVALONBAY CMNTYS INC COM REIT 053484101 48 -1 -2.04 9 0.00 0.0004
2019-06-03 2017-06-30 13F/A-5 AVALONBAY CMNTYS INC COM REIT 053484101 49 -206 -80.78 9 -80.85 0.0004
2017-07-31 2017-06-30 13F AVALONBAY CMNTYS INC COM REIT 053484101 49 -206 9
2019-06-03 2017-03-31 13F/A-4 AVALONBAY CMNTYS INC COM REIT 053484101 255 -503 -66.36 47 -64.93 0.0020
2017-04-26 2017-03-31 13F AVALONBAY CMNTYS INC COM REIT 053484101 255 -503 47
2019-06-03 2016-12-31 13F/A-3 AVALONBAY CMNTYS INC COM REIT 053484101 758 -40 -5.01 134 -5.63 0.0065
2017-02-14 2016-12-31 13F AVALONBAY CMNTYS INC COM REIT 053484101 758 -40 134
2016-11-04 2016-09-30 13F AVALONBAY CMNTYS INC COM REIT 053484101 798 -208 -20.68 142 -21.55 0.0074
2019-06-03 2016-06-30 13F/A-2 AVALONBAY CMNTYS INC COM REIT 053484101 1,006 944 1,522.58 181 1,408.33 0.0101
2016-08-22 2016-06-30 13F AVALONBAY CMNTYS INC COM REIT 053484101 1,006 944 181
2019-06-03 2016-03-31 13F/A-1 AVALONBAY COMMNTYS Stock 053484101 62 -742 -92.29 12 -91.89 0.0016
2016-05-02 2016-03-31 13F AVALONBAY CMNTYS INC COM REIT 053484101 1,003 199 191
2016-02-11 2015-12-31 13F AVALONBAY CMNTYS INC COM REIT 053484101 804 804 148 0.0099
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.