UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in AVB — Avalonbay Communities Inc
CIK 861177
NEW YORK, NY
Position in AVB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$284,253,823
-$42,298,354 QoQ
Shares Held
1,740,152
-3.4% QoQ
Ownership
1.25%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $814,890,899 across 19 REIT - Residential names. AVB ranks #1 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
1,740,152 | $284,253,823 | |
| 2 | SUI |
Sun Communities Inc
|
1,504,752 | $189,538,556 | |
| 3 | UDR |
UDR, Inc.
|
2,927,766 | $98,899,932 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
1,362,216 | $85,029,518 | |
| 5 | CPT |
Camden Property Trust
|
755,939 | $73,824,997 | |
| 6 | AMH |
American Homes 4 Rent
|
2,152,533 | $60,098,717 | |
| 7 | MRP |
Millrose Properties, Inc.
|
223,332 | $6,253,296 | |
| 8 | UMH |
Umh Properties, Inc.
|
420,706 | $6,070,783 |
All Filings in AVB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $284,253,823 | 1,740,152 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $326,552,177 | 1,801,071 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,294,086 | 11,876 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $39,997,721 | 196,549 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $39,568,629 | 184,366 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $390,006,362 | 1,772,998 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $386,315,007 | 1,715,050 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $45,552,625 | 220,178 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $284,174,371 | 1,531,442 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $299,649,535 | 1,600,521 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $236,366,100 | 1,376,302 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $240,614,971 | 1,271,279 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $213,651,142 | 1,271,279 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $218,505,143 | 1,186,303 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $237,133,206 | 1,220,763 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $359,295,265 | 1,446,613 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $370,608,630 | 1,467,234 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $299,708,475 | 1,352,231 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $379,263,184 | 1,817,352 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $362,620,450 | 1,965,316 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $215,897,865 | 1,345,745 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $172,207,234 | 1,153,122 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $165,765,107 | 1,071,942 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $168,037,670 | 1,141,793 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||