Private Wealth Management Group, LLC

Position in AVB — Avalonbay Communities Inc

CIK 2011342 PRINCETON, NJ

Position in AVB

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$2,776

-$668 QoQ

Shares Held

-10.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Private Wealth Management Group, LLC holds $34,171 across 11 REIT - Residential names. AVB ranks #5 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQR	Equity Residential	203	$12,007
2	MAA	Mid America Apartment Communities Inc.	47	$5,739
3	BRT	BRT Apartments Corp.	331	$4,415
4	INVH	Invitation Homes Inc.	145	$3,603
5	AVB	Avalonbay Communities Inc This page	17	$2,776
6	UDR	UDR, Inc.	76	$2,567
7	CPT	Camden Property Trust	10	$976
8	NXRT	NexPoint Residential Trust, Inc.	36	$900

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,776	17	-10.5%	Shares	Sole	2026-04-23
2025-12-31	$3,444	19	-34.5%	Shares	Sole	2026-01-23
2025-09-30	$5,601	29	0.0%	Shares	Sole	2025-10-17
2025-06-30	$5,901	29	0.0%	Shares	Sole	2025-07-29
2025-03-31	$6,223	29	-14.7%	Shares	Sole	2025-05-02
2024-12-31	$7,478	34	0.0%	Shares	Sole	2025-01-27
2024-09-30	$7,658	34	0.0%	Shares	Sole	2024-10-29
2024-06-30	$7,034	34	0.0%	Shares	Sole	2024-08-13
2024-03-31	$6,309	34	0.0%	Shares	Sole	2024-04-30
2023-12-31	$6,365	34	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.