Financials · Real Estate Investment Trusts
Institutional ownership and 13F holdings context for AVALONBAY COMMUNITIES INC (AVB) on InvestAtlant.
| Institution | Shares | Value | % Outstanding |
|---|---|---|---|
| Allworth Financial LP | 8,252 | .56M | 0.01% |
| IFP Advisors, Inc | 188 | $34.6K | 0.00% |
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InvestAtlant surfaces publicly disclosed trades and the research behind them, helping you see what institutions and insiders are buying or selling, which securities they are moving into, and when. The platform also tracks publicly disclosed stock trades by members of Congress, including transactions reported through Periodic Transaction Reports (PTRs) under the STOCK Act — alongside stock charts, fundamentals, and SEC filings in one workspace.
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InvestAtlant is built primarily on publicly available disclosures — including SEC filings such as institutional Form 13F holdings, Form 4 insider transactions, company fundamentals from 10-K / 10-Q (and related XBRL), and publicly reported congressional / political trading disclosures — plus market price data used for charts and context. For a fuller list, see Data Sources.
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On InvestAtlant, “institutional” activity usually refers to holdings and changes reported by large investment managers in SEC Form 13F filings — for example new positions, increased or reduced stakes, or exits between reporting periods. These are delayed public disclosures of portfolio holdings, not real-time trade tickets.
Insider transactions are trades and related filings by company officers, directors, and certain beneficial owners, typically reported on SEC Form 4. InvestAtlant surfaces publicly disclosed trades and the research behind them, helping you see what insiders are buying or selling, which securities they are moving into, and when.
The platform tracks publicly disclosed stock trades by members of Congress, including transactions reported through Periodic Transaction Reports (PTRs) under the STOCK Act. These are delayed public filings, not live brokerage feeds.
Holding changes are derived by comparing reported positions across filing periods (for example share counts or estimated values between consecutive 13F quarters). Labels such as new, increased, reduced, or sold are based on those period-to-period comparisons. Step-by-step rules live on Methodology.
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How InvestAtlant turns public filings and disclosures into the research views you see. For a shorter overview, see the FAQ. For source lists, see Data Sources.
InvestAtlant aggregates and organizes publicly available financial and government disclosures to make institutional, insider, and political activity easier to research — alongside charts, fundamentals, and related SEC context in one workspace.
InvestAtlant does not create the underlying disclosures. We process, normalize, and present information from public sources so filings can be compared across periods, filers, and tickers.
InvestAtlant is built on sources we actually ingest or display. The main categories are:
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Institutional holdings are derived from publicly filed Form 13F reports. InvestAtlant extracts reported securities, share (or contract) quantities, and reported values, then normalizes them into a consistent format so positions can be compared across reporting periods and managers.
From consecutive reporting periods we classify activity such as:
We also surface fields commonly used in research views:
Sold-out detection depends on having comparable period coverage for a filer. Missing filings are not treated as exits.
Insider transactions on InvestAtlant come primarily from SEC Form 4 filings. Each row includes transaction codes and acquisition/disposition flags that describe what happened.
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P)S)MA
Not every Form 4 row is a discretionary buy or sell. Awards, option exercises, gifts, and
share withholdings can appear in filings without representing an open-market trade. Research views and
signals that focus on “buying” or “selling” typically emphasize open-market codes P and
S unless a page explicitly includes other transaction types.
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Current shares − Previous shares((Current shares − Previous shares) / Previous shares) × 100
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Fundamentals · Market context · Institutions · Insiders · Sectors · SEC filings
Holdings from SEC 13F. Insider trades from Form 4. Congress from House and Senate PTRs. Real-time market prices via TradingView.
Search US equities, browse the S&P 500, explore fundamentals leaders, and see where institutions and executives are accumulating shares.
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A unified filing feed of insider Form 4 and politician disclosures.
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Stocks ranked by net buying from institutional 13F, insider Form 4, and politician filings — not price performance.
Computing accumulation scores from filings…
Biggest quarter-over-quarter institutional ownership % movers from tracked 13F holders.
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Stocks also owned by the institutional holders of a selected ticker — plus insider and politician buyers.
Computing holder overlap from 13F filings…
| Rank | Stock | Overlap count | Overlap % | Weighted score | Conviction score |
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| Institution | Type | Shares | Value | Weight |
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Historical ownership rankings from 13F filings — expansion, adoption, early discovery, and decliners.
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Side-by-side filing comparison — 13F ownership, Form 4 insider activity, congressional disclosures, and existing signals.
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Filter the entire universe by insider, politician, institutional, and fundamental criteria.
| # | Ticker | Company | Sector | Revenue | FCF | Insider net | Inst. holders | Congress net |
|---|---|---|---|---|---|---|---|---|
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AVALONBAY COMMUNITIES INC
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SEC Company Facts
SEC Company Facts
Top 5 by shares added vs prior quarter (existing positions)
Top 5 by shares sold vs prior quarter (still held)
Funds that filed this quarter and fully sold the stock (not merely late filers)
Funds that opened a brand-new position this quarter
| Insider | Role | Code | Call/Put | Signal | Shares | Price | Value | Date |
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| Politician | Chamber | Type | Traded | Amount | |
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| Filing date | Items | Revenue | Net income | EPS (dil.) | Source |
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SIC classification from SEC company submissions
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Latest values from 10-K (FY) or 10-Q (Q1–Q3)
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Margins, free cash flow, and YoY growth
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| FY | Period | Period end | Revenue | Op. income | Net income | EPS (dil.) | Assets | Rev YoY |
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| FY | Period | Period end | Revenue | Op. income | Net income | EPS (dil.) | Assets | Rev YoY |
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Portfolio returns from reconstructed 13F holdings
Computing institutional performance…
| # | Institution | Type | Quarter | Return | Consistency | Ann. volatility |
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Ranked by change in reported 13F portfolio value
This ranking reflects changes in the reported value of an institution's disclosed 13F portfolio between filing periods. It is not the institution's actual investment return.
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| Rank | Institution | Latest Filing Date |
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Shows which stocks institutions have accumulated the most over the selected period.
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Stocks that institutions opened as brand-new positions in their most recent 13F filing.
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| Filing quarter | Shares | Previous position |
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Stocks fully exited across tracked institutions, ranked by aggregated prior 13F value.
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| Status |
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Well-known investors and the 13F filers behind their public equity portfolios.
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Compare the latest reported holdings of two institutional investors.
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Comparing portfolios…
| Stock | Ticker | Position value | Portfolio weight | Shares | Filing quarter |
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| Stock | Ticker | Position value | Portfolio weight | Shares | Filing quarter |
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Explore institutional investors, 13F filings, portfolio activity, and historical holdings.
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Institutional filer
| Ticker | Stock |
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Existing positions with more shares; ranked by value of shares added (at quarter-end price)
Existing positions with fewer shares (still held); ranked by value of shares reduced
Positions held last quarter that are fully sold (current shares = 0)
Positions not held in the prior quarter
Every position with a quarter-over-quarter share change
This reflects changes in the reported value of the institution's disclosed 13F portfolio between filing periods. It is not the institution's actual investment return.
| Quarter | Portfolio value | QoQ $ | QoQ % | Holdings | Filing date |
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| Quarter | Filing date | Form | Positions | Reported value |
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Executive cluster buying — multiple insiders purchasing within a rolling window.
| # | Ticker | Score | Strength | Buyers | CEO | Buy value | Signal |
|---|---|---|---|---|---|---|---|
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Open-market Form 4 purchases ranked by conviction — size, ownership increase, role, and repeat buying.
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| # | Insider | Role | Label | |||||
|---|---|---|---|---|---|---|---|---|
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Insiders who repeatedly buy open-market shares of the same company — streaks, frequency, and capital deployed.
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| # | Insider | Role | Classification | |||||||
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Stock-level open-market Form 4 buying vs selling — net flow, buyer ratio, and sentiment score (−100 to +100).
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| # | Buyers | Sellers | Classification | ||||
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Insiders making a first open-market buy — or returning after years with no purchases.
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| # | Insider | Role | Previous buy | Classification | ||||
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Stocks with significant open-market Form 4 selling — clusters, executives, and large sales.
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| # | Shares sold | Classification | ||||||
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SEC Form 4 open-market and administrative insider transactions across ingested issuers.
No insider trades in the database yet. Run npm run db:ingest-insider-form4 -- TICKER or bulk ingest to load Form 4 data.
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| Insider | Stock | Type | Date | Amount |
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Stocks with the largest net congressional buying over the selected period.
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Politicians ranked by net disclosed portfolio flow (purchases minus sales).
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Politicians repeatedly purchasing the same stock across congressional disclosures.
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First recorded purchases and returning buys after a multi-year gap — raw disclosure data, no scores.
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Stocks with significant sell disclosures from members of Congress — factual counts and estimated values only, no proprietary scores.
Computing heavy selling from disclosures…
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Explore which sectors members of Congress are investing in based on publicly disclosed trades.
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| Politician | Trades | Buys | Sells | Net |
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| Stock | Trades | Est. value |
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| Politician | Stock | Amount | Date |
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| Politician | Stock | Amount | Date |
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| Politician | Stock | Type | Amount | Date |
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Congressional stock trading disclosures, periodic transaction reports, and position history.
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Institutional inflow by sector over the latest 13F quarter.
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Institutional inflow by industry over the latest 13F quarter.
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Top 10 stocks per sector by total net buying (institutional 13F QoQ + congressional trades).
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Top 10 stocks per sector by net shares sold (share-based 13F QoQ exits + congressional net selling).
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Institutions making concentrated sector and industry bets, ranked by share-based net accumulation QoQ.
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Compare sector and industry fundamentals from the latest two SEC quarterly periods (QoQ).
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Screens built from 13F filings, Form 4 insider trades, and congressional disclosures.
0–100 conviction when institutions, insiders, and Congress align on the same ticker.
| # | Ticker | Score | Institutional | Insider | Congress | Alignment |
|---|---|---|---|---|---|---|
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New 13F positions opened by the top 10 institutions on rolling 1-year performance. Select a fund to see its new buys.
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| Ticker | Issuer | |||
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Stocks with both institutional buying and insider buying.
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Institutional and insider buying activity within the selected window.
| Institution | Type | Position value | Shares change | Filing date |
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| Insider | Role | Purchase value | Shares | Date |
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Stocks with institutional buying, insider buying, and politician buying.
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Institutional, insider, and politician buying activity within the selected window.
| Institution | Type | Position value | Shares change | Filing date |
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| Insider | Role | Purchase value | Shares | Date |
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| Politician | Party | Chamber | Est. purchase | Date |
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Stocks where institutions and insiders disagree — accumulation vs selling, and the reverse.
Computing conflict signals…
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How strongly do the institutions that own each stock believe in it? Proprietary 0–100 score from 13F portfolio weights, breadth, accumulation, and persistence.
| Ticker | Conviction | Median weight | >2% holders | Accumulation |
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Which stocks are institutions just starting to discover? Adoption-focused 0–100 score from 13F holder growth — not dollars invested.
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Research utilities built on SEC filing data — valuation, comparison, and scenario analysis.
Theoretical intrinsic value from projected free cash flow. Filing inputs are editable; assumptions drive the model.
DCF valuation is an estimate based on user-selected assumptions and is not investment advice.
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Bear / Base / Bull cases use constant FCF growth with their own WACC and terminal growth. Not predictions.
| Case | FCF growth % | WACC % | Terminal growth % |
|---|---|---|---|
| Bear Case | |||
| Base Case | |||
| Bull Case |
Estimate weighted average cost of capital using filing-derived debt, tax rate, and market-based equity assumptions.
WACC (Weighted Average Cost of Capital) estimates the average return required by a company's shareholders and lenders. In a DCF, it is used as the discount rate for future cash flows.
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Higher WACC → lower DCF valuation
Lower WACC → higher DCF valuation
Earnings Power Value capitalizes normalized sustainable earnings — no assumed future growth.
EPV estimates the value of a company based on sustainable normalized earnings without assuming future growth.
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Bear / Base / Bull vary normalized margin and WACC only — no growth forecasts.
| Case | Normalized margin % | WACC % |
|---|---|---|
| Bear Case | ||
| Base Case | ||
| Bull Case |
Market capitalization plus debt, minus cash — the value of the operating business.
Enterprise Value represents the value of the operating business, taking both debt and cash into account.
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Implied share price from diluted EPS × a selected P/E multiple.
P/E valuation estimates a company's implied share price by applying a selected earnings multiple to earnings per share.
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| Case | P/E multiple |
|---|---|
| Bear Case | |
| Base Case | |
| Bull Case |
Implied equity value from EBITDA × an EV/EBITDA multiple, adjusted for debt and cash.
EV/EBITDA valuation estimates enterprise value by applying a selected multiple to EBITDA, then adjusts for debt and cash to derive equity value.
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| Case | EV/EBITDA |
|---|---|
| Bear Case | |
| Base Case | |
| Bull Case |
Free cash flow relative to market capitalization and enterprise value.
FCF Yield measures the free cash flow generated relative to a company's market value. Higher FCF yield generally means more cash generation relative to the valuation.
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Stocks with the most similar filing profile — institutional holders, activity, insiders, politicians, and signals.
Similarity uses existing 13F, insider, politician, and signal data. It does not use price history, fundamentals multiples, or analyst ratings.
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Search for a stock to find similar filing profiles.