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

BerganKDV 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 Q2	$1.19K	Hold	33	–	–	﹤0.01%	741
2023 Q1	$1.18K	Hold	33	–	–	﹤0.01%	887
2022 Q4	$1.13K	Hold	33	–	–	﹤0.01%	871
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	947
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	955
2022 Q1	$2K	Sell	33 -69	-68%	-$3.64K	﹤0.01%	889
2021 Q4	$6K	Buy	102 +69	+209%	+$3.61K	﹤0.01%	766
2021 Q3	$2K	Hold	33	–	–	﹤0.01%	926
2021 Q2	$2K	Hold	33	–	–	﹤0.01%	866
2021 Q1	$1K	Hold	33	–	–	﹤0.01%	913
2020 Q4	$1K	Buy	+33	New	+$1.27K	﹤0.01%	919

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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 $34.8B AUM 20.7% 1-Year Est. Return

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

BerganKDV Wealth Management's AIRC Position: Q2 2023 in Review

BerganKDV Wealth Management held its Apartment Income REIT Corp. (AIRC) position steady in Q2 2023 at 33 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

BerganKDV Wealth Management first reported a position in AIRC in Q4 2020 and has held it in 11 quarters since. The position peaked at $6K in Q4 2021. 304 funds tracked by Wall St. Rank hold AIRC as of Q2 2023.

BerganKDV Wealth Management held 33 shares of Apartment Income REIT Corp. worth $1.19K as of Q2 2023.
BerganKDV Wealth Management left its Apartment Income REIT Corp. share count unchanged in Q2 2023.
Apartment Income REIT Corp. made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #741 holding.
BerganKDV Wealth Management first reported a position in Apartment Income REIT Corp. in Q4 2020 and has held it in 11 quarters since.
BerganKDV Wealth Management's Apartment Income REIT Corp. position peaked at $6K in Q4 2021.
304 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.