AW
AIRC

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

Avion Wealth’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
Q4 		– Sell
-49
Closed -$1K – 1396
2023
Q3 		$1K Buy
49
+6
+14% +$204 ﹤0.01% 765
2023
Q2 		$1K Buy
+43
New +$1.53K ﹤0.01% 678

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Avion Wealth's AIRC Position: Q4 2023 in Review

Avion Wealth sold out of Apartment Income REIT Corp. (AIRC) in Q4 2023, closing a stake of 49 shares — an estimated $1K sold.

Avion Wealth first reported a position in AIRC in Q2 2023 and held it in 2 quarters. The position peaked at $1K in Q3 2023. 291 funds tracked by Wall St. Rank hold AIRC as of Q4 2023.

  • Avion Wealth reported no remaining Apartment Income REIT Corp. position as of Q4 2023 after selling out during the quarter.
  • Avion Wealth sold 49 Apartment Income REIT Corp. shares in Q4 2023, an estimated $1K.
  • Avion Wealth first reported a position in Apartment Income REIT Corp. in Q2 2023 and held it in 2 quarters.
  • Avion Wealth's Apartment Income REIT Corp. position peaked at $1K in Q3 2023.
  • 291 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.