Barnes Pettey Financial Advisors’s Apartment Income REIT Corp. AIRC Stock Holding History

Barnes Pettey Financial Advisors’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 Q3	–	Sell	-6,134	Closed	-$221K	–	101
2023 Q2	$221K	Sell	6,134 -570	-9%	-$20.3K	0.19%	92
2023 Q1	$240K	Hold	6,704	–	–	0.23%	87
2022 Q4	$230K	Hold	6,704	–	–	0.24%	91
2022 Q3	$259K	Hold	6,704	–	–	0.35%	74
2022 Q2	$279K	Buy	+6,704	New	+$311K	0.36%	70
2022 Q1	–	Sell	-6,704	Closed	-$367K	–	99
2021 Q4	$367K	Buy	+6,704	New	+$350K	0.42%	58

Other funds holding AIRC

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

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Barnes Pettey Financial Advisors's AIRC Position: Q3 2023 in Review

Barnes Pettey Financial Advisors sold out of Apartment Income REIT Corp. (AIRC) in Q3 2023, closing a stake of 6,134 shares — an estimated $221K sold.

Barnes Pettey Financial Advisors first reported a position in AIRC in Q4 2021 and held it in 6 quarters. The position peaked at $367K in Q4 2021. 267 funds tracked by Wall St. Rank hold AIRC as of Q3 2023.

Barnes Pettey Financial Advisors reported no remaining Apartment Income REIT Corp. position as of Q3 2023 after selling out during the quarter.
Barnes Pettey Financial Advisors sold 6,134 Apartment Income REIT Corp. shares in Q3 2023, an estimated $221K.
Barnes Pettey Financial Advisors first reported a position in Apartment Income REIT Corp. in Q4 2021 and held it in 6 quarters.
Barnes Pettey Financial Advisors's Apartment Income REIT Corp. position peaked at $367K in Q4 2021.
267 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q3 2023.

Based on Barnes Pettey Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.