AvalonBay Communities, Inc.
MX ˙ BMV ˙ US0534841012
SecurityMX:AVB / AvalonBay Communities, Inc.
InstitutionDavis Selected Advisers
Latest Disclosed Ownership79,970 shares
Latest Disclosed Value $ 13,063,100
Davis Selected Advisers reports 1.43% increase in ownership of AVB / AvalonBay Communities, Inc.

On May 7, 2026 - Davis Selected Advisers filed a 13F-HR form disclosing ownership of 79,970 shares of AvalonBay Communities, Inc. (MX:AVB) valued at $13,063,100 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 78,840 shares of AvalonBay Communities, Inc.. This represents a change in shares of 1.43% during the quarter.

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)
2026-05-07 2026-03-31 13F AvalonBay Communities Common Stock 053484101 79,970 1,130 1.43 13,063 -8.61 0.0600
2026-02-02 2025-12-31 13F AvalonBay Communities Common Stock 053484101 78,840 12,260 18.41 14,294 11.14 0.0642
2025-12-29 2025-09-30 13F/A-1 AvalonBay Communities Common Stock 053484101 66,580 8,760 15.15 12,861 9.31 0.0671
2025-11-12 2025-09-30 13F AvalonBay Communities Common Stock 053484101 66,580 8,760 12,861 0.0671
2025-08-08 2025-06-30 13F AvalonBay Communities Common 053484101 57,820 1,170 2.07 11,766 -3.22 0.0629
2025-05-12 2025-03-31 13F AvalonBay Communities Common 053484101 56,650 430 0.76 12,158 -1.68 0.0701
2025-02-07 2024-12-31 13F AvalonBay Communities Common 053484101 56,220 -390 -0.69 12,367 -3.02 0.0719
2024-11-08 2024-09-30 13F AvalonBay Communities Common 053484101 56,610 -1,160 -2.01 12,751 0.0715
2024-08-07 2024-06-30 13F AvalonBay Communities Common 053484101 57,770 -8,350 -12.63 0 -100.00
2024-05-14 2024-03-31 13F/A-1 AvalonBay Communities Common 053484101 66,120 -7,900 -10.67 12,269 -11.47 0.0688
2024-05-13 2024-03-31 13F AvalonBay Communities Common 053484101 66,120 -7,900 12,269 0.0688
2024-02-12 2023-12-31 13F AvalonBay Communities Common 053484101 74,020 -7,020 -8.66 13,858 -0.42 0.0783
2023-11-09 2023-09-30 13F AvalonBay Communities Common 053484101 81,040 -14,010 -14.74 13,918 -22.64 0.0873
2023-08-09 2023-06-30 13F AvalonBay Communities Common 053484101 95,050 2,130 2.29 17,990 15.20 0.1096
2023-05-08 2023-03-31 13F AvalonBay Communities Common 053484101 92,920 6,420 7.42 15,616 11.77 0.1032
2023-02-10 2022-12-31 13F AvalonBay Communities Common 053484101 86,500 5,910 7.33 13,971 -5.88 0.0949
2022-11-10 2022-09-30 13F AvalonBay Communities Common 053484101 80,590 0 0.00 14,844 -5.18 0.1056
2022-08-11 2022-06-30 13F AvalonBay Communities Common 053484101 80,590 2,750 3.53 15,655 -19.02 0.1004
2022-05-12 2022-03-31 13F AvalonBay Communities Common 053484101 77,840 1,060 1.38 19,333 -0.31 0.0977
2022-02-11 2021-12-31 13F AvalonBay Communities Common 053484101 76,780 -2,730 -3.43 19,394 10.05 0.0901
2021-11-12 2021-09-30 13F AvalonBay Communities Common 053484101 79,510 -17,640 -18.16 17,623 -13.08 0.0815
2021-08-13 2021-06-30 13F AvalonBay Communities Common 053484101 97,150 -2,080 -2.10 20,274 10.73 0.0833
2021-05-13 2021-03-31 13F AvalonBay Communities Common 053484101 99,230 16,460 19.89 18,309 37.88 0.0801
2021-02-12 2020-12-31 13F AvalonBay Communities Common 053484101 82,770 1,090 1.33 13,279 8.86 0.0639
2020-11-12 2020-09-30 13F AvalonBay Communities Common 053484101 81,680 -5,550 -6.36 12,198 -9.57 0.0679
2020-08-12 2020-06-30 13F AvalonBay Communities Common 053484101 87,230 -25,450 -22.59 13,489 -18.66 0.0780
2020-05-15 2020-03-31 13F AvalonBay Communities Common 053484101 112,680 -30,380 -21.24 16,583 -44.72 0.1123
2020-02-13 2019-12-31 13F AvalonBay Communities Common 053484101 143,060 -8,260 -5.46 30,000 -7.93 0.1435
2019-11-13 2019-09-30 13F AvalonBay Communities Common 053484101 151,320 5,450 3.74 32,584 9.94 0.1639
2019-08-13 2019-06-30 13F AvalonBay Communities Common 053484101 145,870 -10,560 -6.75 29,638 -5.61 0.1466
2019-05-14 2019-03-31 13F AvalonBay Communities Common 053484101 156,430 -9,120 -5.51 31,400 8.97 0.1544
2019-02-12 2018-12-31 13F AvalonBay Communities Common 053484101 165,550 11,448 7.43 28,814 3.22 0.1610
2018-11-13 2018-09-30 13F AvalonBay Communities Common 053484101 154,102 28,596 22.78 27,916 29.40 0.1200
2018-08-13 2018-06-30 13F AvalonBay Communities Common 053484101 125,506 9,224 7.93 21,573 12.81 0.0918
2018-05-14 2018-03-31 13F AvalonBay Communities Common 053484101 116,282 32,171 38.25 19,124 27.44 0.0827
2018-02-13 2017-12-31 13F AvalonBay Communities Common 053484101 84,111 120 0.14 15,006 0.13 0.0637
2017-11-16 2017-09-30 13F AvalonBay Communities Common 053484101 83,991 -30,510 -26.65 14,986 -31.89 0.0638
2017-08-09 2017-06-30 13F AvalonBay Communities Common 053484101 114,501 -174 -0.15 22,004 4.51 0.0963
2017-05-12 2017-03-31 13F AvalonBay Communities Common 053484101 114,675 374 0.33 21,054 3.98 0.0908
2017-02-13 2016-12-31 13F AvalonBay Communities Common 053484101 114,301 2,330 2.08 20,248 1.68 0.0887
2016-11-14 2016-09-30 13F Avalonbay Communities Common 053484101 111,971 1 0.00 19,913 -1.41 0.0868
2016-08-12 2016-06-30 13F Avalonbay Communities Common 053484101 111,970 11,853 11.84 20,198 6.07 0.0889
2016-05-13 2016-03-31 13F Avalonbay Communities Common 053484101 100,117 14,261 16.61 19,042 20.45 0.0842
2016-02-12 2015-12-31 13F Avalonbay Communities Common 053484101 85,856 7,230 9.20 15,809 15.02 0.0660
2015-11-12 2015-09-30 13F Avalonbay Communities Common 053484101 78,626 -122,957 -61.00 13,745 -57.35 0.0570
2015-08-13 2015-06-30 13F Avalonbay Communities Common 053484101 201,583 -36,386 -15.29 32,227 -22.28 0.1128
2015-05-12 2015-03-31 13F Avalonbay Communities Common 053484101 237,969 82,993 53.55 41,466 63.75 0.1413
2015-02-11 2014-12-31 13F Avalonbay Communities Common 053484101 154,976 -4,009 -2.52 25,322 12.98 0.0819
2014-11-12 2014-09-30 13F Avalonbay Communities Common 053484101 158,985 -104,514 -39.66 22,412 -40.18 0.0696
2014-08-13 2014-06-30 13F Avalonbay Communities Common 053484101 263,499 330 0.13 37,467 8.41 0.1114
2014-05-13 2014-03-31 13F Avalonbay Communities Common 053484101 263,169 -120,445 -31.40 34,559 -23.80 0.0951
2014-02-12 2013-12-31 13F Avalonbay Communities Common 053484101 383,614 6,916 1.84 45,355 -5.26 0.1108
2013-11-12 2013-09-30 13F Avalonbay Communities Common 053484101 376,698 -96,529 -20.40 47,875 -25.01 0.1243
2013-08-07 2013-06-30 13F Avalonbay Communities Common 053484101 473,227 473,227 63,843 0.1621
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.