Private Wealth Management Group, LLC

Position in AVB — Avalonbay Communities Inc

CIK 2011342 PRINCETON, NJ

Position in AVB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,207

+$431 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#686

of 749 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $40,350 across 11 REIT - Residential names. AVB ranks #5 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMRK	Vivmark Residential	203	$13,789
2	MAA	Mid America Apartment Communities Inc.	42	$5,835
3	BRT	BRT Apartments Corp.	336	$5,164
4	INVH	Invitation Homes Inc.	145	$4,380
5	AVB	Avalonbay Communities Inc This page	47	$3,207
6	UDR	UDR, Inc.	76	$3,033
7	CSR	Centerspace	34	$1,910
8	CPT	Camden Property Trust	10	$1,144

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,207	17	0.0%	Shares	Sole	2026-07-27
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.