Tokio Marine Asset Management 13F: Adds $810K to VMRK Stake

In a filing on October 26, 2026, Tokio Marine Asset Management boosted its stake in AvalonBay Communities, Inc. (VMRK) by 13,323 shares, bringing its total to 26,515 shares valued at approximately $1.61 million. The information comes from the fund's latest Form 13F filing with the SEC.

VMRK AvalonBay Communities, Inc.

$62.78 ▲ +4.74% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where AvalonBay Communities Fits in Tokio Marine Asset Management's Portfolio

This position now accounts for 0.11% of Tokio Marine's total reported portfolio, ranking it 39th out of 503 holdings. The increase represents a 100.99% change from the previous total of 13,192 shares.

Other Institutional Activity in AvalonBay Communities

Several other institutional investors also adjusted their positions in AvalonBay. Auto-Owners Insurance grew its holdings by 181,545 shares, totaling 181,545 shares worth about $11.03 million. Mutual of America Capital Management raised its stake by 38,568 shares, ending with 74,019 shares valued at approximately $4.5 million. Sumitomo Mitsui DS Asset Management increased its position by 152,021 shares, bringing its total to 287,791 shares worth about $17.49 million.

AvalonBay Communities, Inc. Stock Down 1.2%

As of October 26, 2026, AvalonBay shares were recently traded around $62.78, about equal to the closing price on the filing date. This position is significant as it comes after a period of increased interest from other institutional investors in the real estate sector.

Recent Earnings

AvalonBay reported trailing twelve-month revenue of approximately $3.09 billion and earnings per share of $2.61. The next earnings report is expected on November 4, 2026.

Insider Buying and Selling at AvalonBay Communities, Inc.

Several insiders have sold shares recently, including Director Charles E. Mueller Jr., who sold 8,000 shares at an average price of $63.90 on August 18, 2026, totaling $511,200. Another officer, Sean Thomas Willson, sold 250 shares at $64.32 on August 19, 2026, valued at $16,080.

Analysts Set New Price Targets

Analysts have maintained their ratings on AvalonBay, with Piper Sandler keeping a Neutral rating and a price target of $67.00 as of October 12, 2026. RBC Capital also maintained a Sector Perform rating with a target of $67.00 on October 13, 2026. The consensus target price among analysts is $70.00, indicating a cautious outlook.

About AvalonBay Communities, Inc.

AvalonBay Communities focuses on developing, acquiring, and managing high-quality apartment communities in major U.S. metro areas. The company owns or has investments in more than 184,000 rental apartments across premier markets, with over 11,100 apartments under construction.

Bottom Line

Investors should keep an eye on AvalonBay's upcoming earnings report on November 4, 2026, and further institutional activity that may influence its stock performance. Tokio Marine Asset Management's recent boost in position reflects growing confidence in the real estate sector.