Private Wealth Asset Management, LLC
Position in AVB — Avalonbay Communities Inc
CIK 1883006
OMAHA, NE
Position in AVB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$375,493
+$50,427 QoQ
Shares Held
5,558
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#473
of 749 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $377,912 across 3 REIT - Residential names. AVB ranks #1 (99.4% of the industry book) .
All Filings in AVB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,493 | 1,990 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $325,066 | 1,990 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $406,134 | 2,240 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $432,700 | 2,240 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $476,190 | 2,340 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $503,927 | 2,348 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||