Mutual of America Capital Management 13F: Adds $2.3M to VMRK Stake

Mutual of America Capital Management boosted its holdings in AvalonBay Communities, Inc. (NYSE:VMRK) by 108.8%, according to a Form 13F filing filed with the Securities and Exchange Commission on October 23, 2026. The fund purchased an additional 38,568 shares during the period, bringing its total ownership to 74,019 shares. The stake was worth approximately $4,497,394 at the end of the reporting window.

VMRK AvalonBay Communities, Inc.

$63.57 ▲ +6.06% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Mutual of America Capital Management's AvalonBay Communities, Inc. Position

The institutional investor more than doubled its investment in the residential real estate company. Prior to this filing, the fund held 35,451 shares of AvalonBay Communities, Inc. The addition of 38,568 shares marked a 108.8% increase in its portfolio allocation for the stock.

Other Institutional Activity in AvalonBay Communities, Inc.

Auto-Owners Insurance acquired a new position of 181,545 shares worth about $11,030,674 on October 15, 2026. Sumitomo Mitsui DS Asset Management Company grew its holdings by 152,021 shares, ending with 287,791 shares valued at about $17,486,181 on October 20, 2026. Fort Washington Investment Advisors picked up a new stake of 638,739 shares worth approximately $38,809,782 on October 15, 2026.

AvalonBay Communities, Inc. Stock Up 1.7%

The stock closed at $63.03 on October 23, 2026, and recently traded around that same level of $63.03 as of October 24, 2026. Shares sit below both the 50-day moving average of $63.24 and the 200-day moving average of $63.97.

Recent Earnings

Vivmark Residential reported trailing twelve month revenue of $3.09 billion and basic earnings per share of $2.61. The company posted a net profit margin of 33.3% and a return on equity of 8.5%. Its next quarterly earnings report is scheduled for release on November 4, 2026.

Dividend

Eligible shareholders receive an annual dividend rate of $2.81 per share, giving the stock a dividend yield of 4.42%. The company pays out 97.0% of its earnings as dividends.

Insider Buying and Selling at AvalonBay Communities, Inc.

Four insider transactions occurred prior to the filing date. Director Charles E. Mueller Jr. sold 8,000 shares on August 18, 2026, at an average price of $63.90 for a total value of $511,200. Officer Sean Thomas Willson sold 250 shares on August 19, 2026, at $64.32, and another 300 shares on August 21, 2026, at $66.31. Additionally, Director Chris Carr sold 1,130 shares on September 9, 2026, at an average price of $65.28.

Analysts Set New Price Targets

Analyst firms covering the stock adjusted their views ahead of the filing. On October 12, 2026, Piper Sandler maintained its neutral rating while lowering its target to $67.00. RBC Capital kept a sector perform rating on October 13, 2026, while adjusting its target to $67.00. UBS kept a buy rating on October 14, 2026, while lowering its target to $71.00. Barclays maintained its equal-weight rating with a $74.00 target on October 14, 2026. Wells Fargo maintained an overweight rating and adjusted its target to $68.00 on October 19, 2026. Overall, the stock carries a consensus buy rating and a mean price target of $71.62 across 20 analysts.

About AvalonBay Communities, Inc.

Vivmark Residential focuses on building, buying, and managing high-quality apartment communities across major U.S. metro areas. The company owns or holds investments in more than 184,000 rental apartments across premier U.S. markets and over 11,100 apartments under construction. Vivmark Residential is based in Chicago, Illinois.

Bottom Line

Investors will look toward the upcoming earnings release on November 4, 2026, for further operational updates. Institutional and insider positioning provides additional context as market participants evaluate the residential real estate sector.