CFA
AIRC

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

Carroll Financial Associates’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
2021
Q4 		– Sell
-40
Closed -$1K – 2003
2021
Q3 		$1K Buy
+40
New +$2.02K ﹤0.01% 1743

Other funds holding AIRC

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carroll Financial Associates's AIRC Position: Q4 2021 in Review

Carroll Financial Associates sold out of Apartment Income REIT Corp. (AIRC) in Q4 2021, closing a stake of 40 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in AIRC in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 295 funds tracked by Wall St. Rank hold AIRC as of Q4 2021.

  • Carroll Financial Associates reported no remaining Apartment Income REIT Corp. position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 40 Apartment Income REIT Corp. shares in Q4 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in Apartment Income REIT Corp. in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Apartment Income REIT Corp. position peaked at $1K in Q3 2021.
  • 295 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.