Affiance Financial’s Apartment Income REIT Corp. AIRC Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-4,110	Closed	-$141K	–	433
2022 Q4	$141K	Buy	+4,110	New	+$151K	0.06%	112
2022 Q3	–	Sell	-6,558	Closed	-$273K	–	143
2022 Q2	$273K	Sell	6,558 -2,402	-27%	-$111K	0.15%	73
2022 Q1	$479K	Hold	8,960	–	–	0.23%	62
2021 Q4	$490K	Hold	8,960	–	–	0.2%	75
2021 Q3	$437K	Hold	8,960	–	–	0.19%	76
2021 Q2	$425K	Hold	8,960	–	–	0.18%	79
2021 Q1	$383K	Hold	8,960	–	–	0.17%	79
2020 Q4	$344K	Buy	+8,960	New	+$344K	0.18%	82

Other funds holding AIRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Affiance Financial's AIRC Position: Q1 2023 in Review

Affiance Financial sold out of Apartment Income REIT Corp. (AIRC) in Q1 2023, closing a stake of 4,110 shares — an estimated $141K sold.

Affiance Financial first reported a position in AIRC in Q4 2020 and held it in 8 quarters. The position peaked at $490K in Q4 2021. 298 funds tracked by Wall St. Rank hold AIRC as of Q1 2023.

Affiance Financial reported no remaining Apartment Income REIT Corp. position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 4,110 Apartment Income REIT Corp. shares in Q1 2023, an estimated $141K.
Affiance Financial first reported a position in Apartment Income REIT Corp. in Q4 2020 and held it in 8 quarters.
Affiance Financial's Apartment Income REIT Corp. position peaked at $490K in Q4 2021.
298 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.