Last refreshed: September 4, 2026 (US ET)
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AVB

Defensive

AVALONBAY COMMUNITIES

Real Estate·Multi-Family Residential REITsYield: Very High (5%+)

AvalonBay Communities, Inc., a member of the S&P 500, is an equity REIT. The firm develops, redevelops, acquires and manages communities in leading metropolitan areas in New England, the New York/New Jersey Metro area, the Mid-Atlantic, the Pacific Northwest, and Northern and Southern California, as well as in the Company's expansion regions of Raleigh-Durham and Charlotte, North Carolina, Southeast Florida, Dallas and Austin, Texas, and Denver, Colorado. As of December 31, 2025, the Company owned or held a direct or indirect ownership interest in 320 communities containing 98,694 apartment homes in 11 states and the District of Columbia, of which 24 communities were under development.

Close · 3M

-63.04%

AVB · 3M

-63.04%

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Held by 0 AI ETFs

None of the tracked AI ETFs currently hold this name.

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals1
Win rate0% (0/1)
Avg buy return-63.91%
AIEQno longer held2 signals

AIEQ · Exit · 1d

weight 0.050% → 0 (exited)·stock down 4.0% in the 30 days before

Aug 15·entry $63.66·now $68.14

+7.04%
since Aug 15

AIEQ · New entry · 1d

weight 0 → 0.050% (new)·stock down 3.6% in the 30 days before

Aug 2·entry $188.78·now $68.14Fresh

-63.91%
since Aug 2

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of Aug 2

AIEQ recently initiated a new position in AVB, indicating a positive sentiment from that AI ETF. However, a Buffett-style framework leads to a 'Fail' verdict primarily due to the company's financial health and lack of a margin of safety, directly contrasting with the AI's accumulating action.

  • Circle of CompetenceThe business model of owning and operating multi-family residential properties, while cyclical, allows for reasonably predictable long-term cash flow projections based on rental income and expenses in established markets.
  • Economic MoatIts large portfolio of well-located properties in supply-constrained, high-demand coastal markets provides a degree of geographic advantage and scale that is difficult to replicate.
  • ManagementInsufficient data is provided to evaluate management's candor, capital allocation, or skin in the game.
  • Financial HealthThe current Return on Equity (ROE) of 9.71% falls below the framework's requirement of a minimum 10% in any single year and a 10-year average of at least 15%.
  • Margin of SafetyGiven the insufficient financial data to project owner earnings and the relatively high valuation multiples (PBR 2.26, PER 23.62) against a sub-par ROE, there is no apparent defensible margin of safety.

AVALONBAY COMMUNITIES (AVB) demonstrates a predictable business model and a durable economic moat through its prime real estate holdings. Nevertheless, the company's current financial performance, specifically its Return on Equity, falls short of the framework's strict requirements, and its valuation does not offer a sufficient margin of safety. Therefore, it does not meet the criteria for a Buffett-style investment.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.