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  1. Baron Real Estate Income Fund, which previously held Weyerhaeuser stock, now believes AI stocks offer greater upside due to Trump-era tariffs and onshoring trends.

Baron Fund highlighted AvalonBay in its investor letter but subsequently exited due to unfavorable economics and declining returns.

1 report, 1 independent Updated Aug 4
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What happened

Some supportReported by 1 outlet

Baron Fund highlighted AvalonBay in its investor letter but subsequently exited due to unfavorable economics and declining returns.

Who's involved

What this event is mainly about
Donald TrumpAvalonBay

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Baron Real Estate Income Fund, which previously held Weyerhaeuser stock, now believes AI stocks offer greater upside due to Trump-era tariffs and onshoring trends. All 2 developments

The entities involved

Coverage

Newest first; wire copies grouped
  • Insider MonkeyBaron Real Estate Fund Exited AvalonBay Communities (AVB) Due to Less Favorable Economics Baron Funds, an investment management company, released its “Baron Real Estate Fund” second-quarter 2025 inve