CWM, LLC

Position in AVB — Avalonbay Communities Inc

CIK 1535847 OMAHA, NE

Position in AVB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$789,960

-$292,279 QoQ

Shares Held

4,836

-19.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 3.70140612076096.ToString("F0")% Shared 0.ToString("F0")% None 96.29859387923904.ToString("F0")%

Real Estate · as of Mar 31, 2026

CWM, LLC holds $29,972,280 across 20 REIT - Residential names. AVB ranks #5 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	147,122	$17,966,538
2	INVH	Invitation Homes Inc.	114,743	$2,851,363
3	AMH	American Homes 4 Rent	92,217	$2,574,698
4	MRP	Millrose Properties, Inc.	46,988	$1,315,664
5	AVB	Avalonbay Communities Inc This page	4,836	$789,960
6	IRT	Independence Realty Trust, Inc.	40,945	$609,671
7	SUI	Sun Communities Inc	4,532	$570,850
8	EQR	Equity Residential	9,211	$544,830

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$789,960	4,836	-19.0%	Shares	Sole	2026-05-14
2025-12-31	$1,082,239	5,969	-15.4%	Shares	Sole	2026-01-26
2025-09-30	$1,362,428	7,053	+63.2%	Shares	Sole	2025-10-15
2025-06-30	$879,730	4,323	+133.4%	Shares	Sole	2025-07-25
2025-03-31	$397,476	1,852	-3.7%	Shares	Sole	2025-05-01
2024-12-31	$423,222	1,924	+17.4%	Shares	Sole	2025-02-04
2024-09-30	$369,184	1,639	+4.8%	Shares	Sole	2024-10-08
2024-06-30	$323,575	1,564	+6.9%	Shares	Sole	2024-07-10
2024-03-31	$271,474	1,463	+15.5%	Shares	Sole	2024-04-05
2023-12-31	$237,207	1,267	-12.8%	Shares	Sole	2024-02-01
2023-09-30	$249,538	1,453	+18.3%	Shares	Sole	2023-10-11
2023-06-30	$232,423	1,228	+23.8%	Shares	Sole	2023-08-03
2023-03-31	$166,715	992	+52.4%	Shares	Sole	2023-05-01
2022-12-31	$105,149	651	-54.3%	Shares	Sole	2023-02-01
2022-09-30	$262,654	1,426	+189.2%	Shares	Sole	2022-10-27
2022-06-30	$95,765	493	-23.1%	Shares	Sole	2022-07-28
2022-03-31	$159,205	641	+133.9%	Shares	Sole	2022-04-21
2021-12-31	$69,209	274	+953.8%	Shares	Sole	2022-01-31
2021-06-30	$5,425	26	0.0%	Shares	Sole	2021-09-15
2021-03-31	$4,797	26	0.0%	Shares	Sole	2021-09-15
2020-12-31	$4,171	26	0.0%	Shares	Sole	2021-09-15
2020-09-30	$3,882	26	0.0%	Shares	Sole	2021-09-15
2020-06-30	$4,020	26	0.0%	Shares	Sole	2021-09-15
2020-03-31	$3,826	26	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.