Ole Andreas Halvorsen's Viking Global Investors is back in AvalonBay Communities Inc (AVB) in 2026 Q2, after about 5 years out, according to the 13F-HR filed with the SEC on August 14, 2026. The filing lists 1.34M shares worth about $252.8M at June 30, 2026, 0.72% of the reported portfolio. AVB enters the book as the 45th largest of 90 stock positions.
What did the 2026 Q2 filing report for AVB?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 1.34M |
| Reported value | $252.8M |
| Portfolio weight | 0.72% |
| Rank in portfolio | 45th of 90 |
| Sold out in | 2021 Q1 |
| Out for | about 5 years |
How big is the returning AVB position?
Ole Andreas Halvorsen opened 34 stock positions in 2026 Q2; AVB is the 10th largest of them by weight. An average stock position in the Ole Andreas Halvorsen portfolio is 1% of the reported value, so the new name starts below the fund's typical size.
Where does AVB sit in the Ole Andreas Halvorsen portfolio?
AVB ranks 45th of 90 stock positions in the Ole Andreas Halvorsen portfolio at 0.72%, below the fund's average stock position of 1%. The AVB purchase was the 33rd largest of the quarter's 101 position changes by percent change to portfolio. The largest stock position is V at 6.25%. Next come TSM at 4.31% and APD at 3.96%. The three largest stocks together are 14.53% of the book. Across the 2026 Q2 portfolio, Ole Andreas Halvorsen reported 90 stock positions, with 34 opened and 21 closed. The total portfolio value is about $35.1B, down 2% from the prior quarter.
When did Ole Andreas Halvorsen hold AVB before?
Ole Andreas Halvorsen held AVB before. The fund first reported the name in the quarter ended September 30, 2020, sold out in 2021 Q1 and is back after about 5 years out. The weight peaked at 1.38% in 2020 Q3. Every reported trade is on the Ole Andreas Halvorsen AVB trade history page.
FAQ
How many AVB shares does Ole Andreas Halvorsen hold?
Ole Andreas Halvorsen holds 1.34M shares of AVB as of June 30, 2026, worth about $252.8M.
What is AVB's weight in the Ole Andreas Halvorsen portfolio?
AVB is 0.72% of the Ole Andreas Halvorsen portfolio and ranks 45th of 90 stocks by weight.
Has Ole Andreas Halvorsen owned AVB before?
Yes. Ole Andreas Halvorsen held AVB before. The fund first reported the name in the quarter ended September 30, 2020, sold out in 2021 Q1 and is back after about 5 years out.