Bartlett & Co Wealth Management’s Apartment Income REIT Corp. AIRC Stock Holding History

Bartlett & Co 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
2023 Q1	–	Sell	-200	Closed	-$6.86K	–	1114
2022 Q4	$6.86K	Hold	200	–	–	﹤0.01%	873
2022 Q3	$7.72K	Hold	200	–	–	﹤0.01%	858
2022 Q2	$8.32K	Buy	+200	New	+$9.27K	﹤0.01%	910

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 $34.8B AUM 20.7% 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

Bartlett & Co Wealth Management's AIRC Position: Q1 2023 in Review

Bartlett & Co Wealth Management sold out of Apartment Income REIT Corp. (AIRC) in Q1 2023, closing a stake of 200 shares — an estimated $6.86K sold.

Bartlett & Co Wealth Management first reported a position in AIRC in Q2 2022 and held it in 3 quarters. The position peaked at $8.32K in Q2 2022. 298 funds tracked by Wall St. Rank hold AIRC as of Q1 2023.

Bartlett & Co Wealth Management reported no remaining Apartment Income REIT Corp. position as of Q1 2023 after selling out during the quarter.
Bartlett & Co Wealth Management sold 200 Apartment Income REIT Corp. shares in Q1 2023, an estimated $6.86K.
Bartlett & Co Wealth Management first reported a position in Apartment Income REIT Corp. in Q2 2022 and held it in 3 quarters.
Bartlett & Co Wealth Management's Apartment Income REIT Corp. position peaked at $8.32K in Q2 2022.
298 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q1 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2023, filed 14 Feb 2024.