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AVALONBAY COMM
AVALONBAY COMM. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 475 Institutional holders with a total value of $23,604,484,530.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 4,000 0 0.00% Call
2 PIEDMONT INVESTMENT ADVISORS INC 3 533 0.00%
3 JNBA Financial Advisors 7 1,000 0.00%
4 Crestline Management, LP 1,900 1,000 0.00% Call
5 SIGNATUREFD, LLC 7 1,000 0.00%
6 Johnson Financial Group, Inc. 7 1,000 0.00%
7 SUTTON WEALTH ADVISORS INC. 9 1,601 0.00%
8 First Personal Financial Services 14 2,000 0.00% PRN
9 HERNDON CAPITAL MANAGEMENT LLC 13 2,000 0.00%
10 THOMPSON DAVIS & CO., INC. 11 2,000 0.00%
11 SYNOVUS FINANCIAL CORP 12 2,000 0.00%
12 BENJAMIN F. EDWARDS & COMPANY, INC. 17 3,000 0.00%
13 Sandy Spring Bank 16 3,000 0.00%
14 Tarbox Family Office, Inc. 24 4,000 0.00%
15 ARMBRUSTER CAPITAL MANAGEMENT, INC. 29 5,000 0.00%
16 Glassman Wealth Services 27 5,000 0.00%
17 ARROW FINANCIAL CORP 30 5,000 0.00%
18 Cable Hill Partners, LLC 43 7,000 0.00%
19 WOODMONT INVESTMENT COUNSEL LLC 40 7,000 0.00%
20 FARMERS & MERCHANTS INVESTMENTS INC 45 8,000 0.00%
21 Parkside Financial Bank & Trust 49 9,000 0.00%
22 MUFG Americas Holdings Corp 50 9,000 0.00%
23 Hartford Financial Management Inc. 68 12,000 0.00%
24 FIRST INTERSTATE BANK 75 13,000 0.00%
25 Plante Moran Financial Advisors, LLC 81 14,000 0.00%
26 PENSERRA CAPITAL MANAGEMENT LLC 86 15,000 0.00%
27 INTEGRATED WEALTH MANAGEMENT 100 18,000 0.00%
28 ACROSPIRE INVESTMENT MANAGEMENT LLC 100 18,000 0.00%
29 WASHINGTON TRUST BANK 105 19,000 0.00%
30 MONETARY MANAGEMENT GROUP INC 125 22,000 0.00%
31 C-J ADVISORY, INC. 126 22,000 0.00%
32 ALPHA WINDWARD LLC 128 23,000 0.00%
33 CUTLER GROUP LLC / CA 10,200 23,000 0.00% Put
34 MSI Financial Services Inc 136 24,000 0.00%
35 OLD SECOND NATIONAL BANK OF AURORA 140 25,000 0.00%
36 Evercore Wealth Management, LLC 146 26,000 0.00%
37 Financial Architects, Inc 204 36,000 0.00%
38 Capital Advisors, Ltd. LLC 200 36,000 0.00%
39 Allworth Financial LP 206 37,000 0.00%
40 Bartlett & Co. LLC 220 39,000 0.00%
41 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 229 40,000 0.00%
42 ENTERPRISE FINANCIAL SERVICES CORP 223 40,000 0.00%
43 QUADRANT CAPITAL GROUP LLC 256 41,000 0.00%
44 BESSEMER GROUP INC 248 44,000 0.00%
45 ZIONS BANCORPORATION 249 45,000 0.00%
46 RPG FAMILY WEALTH ADVISORY, LLC 257 45,704 0.00%
47 Creative Planning 257 46,000 0.00%
48 DUNCKER STREETT & CO INC 260 46,000 0.00%
49 SARGENT BICKHAM LAGUDIS LLC 264 47,000 0.00%
50 NEXT Financial Group, Inc 275 49,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.