Cliff Asness's AVB Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 30,581 shares of AvalonBay Communities, Inc. (AVB) worth $5.82 M, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in AVB, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2017, adding 100,030 shares. Largest reduction occurred in Q3 2020, reducing 263,956 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's AvalonBay Communities (AVB) Holding Value Over Time
Track share changes against reported price movement
Quarterly AvalonBay Communities (AVB) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +87,252 | Add 0.00% | 87,251 | $135.59 |
| Q2 2013 | +94,592 | Add 0.00% | 94,591 | $134.91 |
| Q3 2013 | +35,300 | Add 37.32% | 129,891 | $127.09 |
| Q4 2013 | +766 | Add 0.59% | 130,657 | $118.23 |
| Q1 2014 | +19,400 | Add 14.85% | 150,057 | $131.32 |
| Q2 2014 | -5,800 | Reduce 3.87% | 144,257 | $142.19 |
| Q3 2014 | -32,914 | Reduce 22.82% | 111,343 | $140.97 |
| Q4 2014 | +5,888 | Add 5.29% | 117,231 | $163.40 |
| Q1 2015 | +54,800 | Add 46.75% | 172,031 | $174.25 |
| Q2 2015 | -4,712 | Reduce 2.74% | 167,319 | $159.87 |
| Q3 2015 | +30,619 | Add 18.30% | 197,938 | $174.82 |
| Q4 2015 | -110 | Reduce 0.06% | 197,828 | $184.13 |
| Q1 2016 | +7,345 | Add 3.71% | 205,173 | $190.20 |
| Q2 2016 | +15,150 | Add 7.38% | 220,323 | $180.39 |
| Q3 2016 | +5,564 | Add 2.53% | 225,887 | $177.84 |
| Q4 2016 | -14,574 | Reduce 6.45% | 211,313 | $177.15 |
| Q1 2017 | +4,563 | Add 2.16% | 215,876 | $183.60 |
| Q2 2017 | -13,462 | Reduce 6.24% | 202,414 | $192.17 |
| Q3 2017 | +13,218 | Add 6.53% | 215,632 | $178.42 |
| Q4 2017 | +100,030 | Add 46.39% | 315,662 | $178.41 |
| Q1 2018 | -61,920 | Reduce 19.62% | 253,742 | $164.46 |
| Q2 2018 | +21,284 | Add 8.39% | 275,026 | $171.89 |
| Q3 2018 | -1,545 | Reduce 0.56% | 273,481 | $181.15 |
| Q4 2018 | +21,573 | Add 7.89% | 295,054 | $174.05 |
| Q1 2019 | +96,367 | Add 32.66% | 391,421 | $200.73 |
| Q2 2019 | +10,250 | Add 2.62% | 401,671 | $203.18 |
| Q3 2019 | -5,131 | Reduce 1.28% | 396,540 | $215.33 |
| Q4 2019 | +84,383 | Add 21.28% | 480,923 | $209.70 |
| Q1 2020 | +22,555 | Add 4.69% | 503,478 | $147.17 |
| Q2 2020 | -25,018 | Reduce 4.97% | 478,460 | $152.23 |
| Q3 2020 | -263,956 | Reduce 55.17% | 214,504 | $149.34 |
| Q4 2020 | -69,978 | Reduce 32.62% | 144,526 | $157.86 |
| Q1 2021 | -9,430 | Reduce 6.52% | 135,096 | $184.20 |
| Q2 2021 | +11,590 | Add 8.58% | 146,686 | $208.69 |
| Q3 2021 | -6,548 | Reduce 4.46% | 140,138 | $221.65 |
| Q4 2021 | -13,343 | Reduce 9.52% | 126,795 | $252.44 |
| Q1 2022 | -2,635 | Reduce 2.08% | 124,160 | $248.37 |
| Q2 2022 | -17,053 | Reduce 13.73% | 107,107 | $193.11 |
| Q3 2022 | +15,918 | Add 14.86% | 123,025 | $183.23 |
| Q4 2022 | +13,594 | Add 11.05% | 136,619 | $161.38 |
| Q1 2023 | -50,474 | Reduce 36.95% | 86,145 | $165.55 |
| Q2 2023 | -25,061 | Reduce 29.09% | 61,084 | $189.27 |
| Q3 2023 | -175 | Reduce 0.29% | 60,909 | $171.74 |
| Q4 2023 | +3,757 | Add 6.17% | 64,666 | $187.22 |
| Q1 2024 | +5,656 | Add 8.75% | 70,322 | $185.56 |
| Q2 2024 | -148 | Reduce 0.21% | 70,174 | $205.55 |
| Q3 2024 | +28,122 | Add 40.07% | 98,296 | $223.40 |
| Q4 2024 | -20,647 | Reduce 21.00% | 77,649 | $219.91 |
| Q1 2025 | +13,025 | Add 16.77% | 90,674 | $214.62 |
| Q2 2025 | -7,903 | Reduce 8.72% | 82,771 | $202.08 |
| Q3 2025 | -52,190 | Reduce 63.05% | 30,581 | $190.43 |
Cliff Asness's AvalonBay Communities Investment FAQs
Cliff Asness first purchased AvalonBay Communities, Inc. (AVB) in Q4 2012, acquiring 87,251 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held AvalonBay Communities, Inc. (AVB) for 52 quarters since Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to AvalonBay Communities, Inc. (AVB) was in Q4 2017, adding 315,662 shares worth $56.32 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 30,581 shares of AvalonBay Communities, Inc. (AVB), valued at approximately $5.82 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, AvalonBay Communities, Inc. (AVB) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in AvalonBay Communities, Inc. (AVB) was 503,478 shares, as reported at the end of Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.