Prestige Wealth Management Group LLC
Position in AVB — Avalonbay Communities Inc
CIK 1772715
FLEMINGTON, NJ
Position in AVB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$179,632
-$111,131 QoQ
Shares Held
952
-46.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#554
of 745 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $491,870 across 8 REIT - Residential names. AVB ranks #1 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
This page
|
952 | $179,632 | |
| 2 | VMRK |
Vivmark Residential
|
2,571 | $174,648 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
870 | $120,877 | |
| 4 | CPT |
Camden Property Trust
|
87 | $9,960 | |
| 5 | INVH |
Invitation Homes Inc.
|
120 | $3,624 | |
| 6 | MRP |
Millrose Properties, Inc.
|
55 | $1,652 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
3 | $874 | |
| 8 | AMH |
American Homes 4 Rent
|
18 | $603 |
All Filings in AVB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,632 | 952 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $290,763 | 1,780 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $14,867 | 82 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $407,781 | 2,111 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $421,448 | 2,071 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $449,198 | 2,093 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $450,717 | 2,049 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $416,261 | 1,848 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $315,266 | 1,699 | Shares | Other | 2024-04-26 | |
| 2020-09-30 | $6,720 | 45 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $7,886 | 51 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $22,811 | 155 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||