Asset Management One 13F: Adds $45M to VMRK Stake

Asset Management One boosted its position in AvalonBay Communities, Inc. (VMRK) by 735,423 shares in a filing on October 27, 2026.

VMRK AvalonBay Communities, Inc.

$62.55 ▲ +4.35% year to date

1M 3M YTD

Daily close · Oct 27, 2026

What Changed in Asset Management One's AvalonBay Position

The fund's stake grew by 108.3%, with the latest filing showing the total value at $85.96 million. This change indicates Asset Management One is confident in AvalonBay's prospects, given the substantial increase in their holdings.

Where AvalonBay Fits in Asset Management One's Portfolio

AvalonBay now accounts for 0.61% of Asset Management One's total reported value of about $13.98 billion. This position ranks 29th among the fund's 940 reported holdings.

AvalonBay Communities, Inc. Stock Down 1.6%

As of October 27, 2026, AvalonBay shares traded at $62.55, about equal to the closing price on that day. This price point is significant as it reflects stability in the stock's recent trading range, which can influence investor sentiment.

Recent Earnings

AvalonBay reported trailing twelve-month revenue of approximately $3.09 billion with a net margin of 33.3%. The company is set to announce its next earnings results on November 4, 2026.

Insider Buying and Selling at AvalonBay Communities, Inc.

Several insiders have sold shares in AvalonBay recently. On August 18, 2026, Director Susan Swanezy sold 15,700 shares at an average price of $63.80, totaling about $1.00 million. Officer Sean Thomas Willson sold 250 shares on August 19 at $64.32, worth about $16,080, and another 300 shares on August 21 at $66.31, totaling about $19,893. Director Chris Carr sold 1,130 shares on September 9 at $65.28, valued at approximately $73,766. These transactions indicate ongoing activity among company insiders.

Analysts Set New Price Targets

Several analysts have maintained their ratings for AvalonBay. On October 12, 2026, Piper Sandler maintained a Neutral rating with a target of $67.00. RBC Capital also maintained a Sector Perform rating with a target of $67.00 on October 13, 2026. UBS, on October 14, 2026, maintained a Buy rating with a target of $71.00, while Barclays kept an Equal-Weight rating with a target of $74.00. Wells Fargo maintained an Overweight rating with a target of $68.00 on October 19, 2026. The consensus target price among analysts is $69.00, reflecting a cautious outlook.

About AvalonBay Communities

AvalonBay Communities, Inc. focuses on developing, buying, and managing high-quality apartment communities in major U.S. metro areas. The company owns or has investments in over 184,000 rental apartments across prime markets and has more than 11,100 apartments under construction. This strategic positioning in the residential real estate sector is crucial for its growth potential.

Bottom Line

Investors should keep an eye on AvalonBay's upcoming earnings report on November 4, 2026, for insights into its financial performance. Additionally, watch for further filings from Asset Management One regarding their investment strategies and positions.