AWM
AIRC

Able Wealth Management’s Apartment Income REIT Corp. AIRC Stock Holding History

Able Wealth Management’s Portfolio AIRC Stock Details AIRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-563
Closed -$19.5K – 606
2023
Q4 		$19.5K Buy
+563
New +$17.6K 0.02% 205

Other funds holding AIRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Able Wealth Management's AIRC Position: Q1 2024 in Review

Able Wealth Management sold out of Apartment Income REIT Corp. (AIRC) in Q1 2024, closing a stake of 563 shares — an estimated $19.5K sold.

Able Wealth Management first reported a position in AIRC in Q4 2023 and held it in 1 quarter. The position peaked at $19.5K in Q4 2023. 292 funds tracked by Wall St. Rank hold AIRC as of Q1 2024.

  • Able Wealth Management reported no remaining Apartment Income REIT Corp. position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 563 Apartment Income REIT Corp. shares in Q1 2024, an estimated $19.5K.
  • Able Wealth Management first reported a position in Apartment Income REIT Corp. in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Apartment Income REIT Corp. position peaked at $19.5K in Q4 2023.
  • 292 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.