CFGS
AIRC

Concourse Financial Group Securities’s Apartment Income REIT Corp. AIRC Stock Holding History

Concourse Financial Group Securities’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
2024
Q1 		– Sell
-12
Closed -$390 – 2377
2023
Q4 		$416 Hold
12
– – ﹤0.01% 2197
2023
Q3 		$368 Buy
+12
New +$407 ﹤0.01% 2212

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Concourse Financial Group Securities's AIRC Position: Q1 2024 in Review

Concourse Financial Group Securities sold out of Apartment Income REIT Corp. (AIRC) in Q1 2024, closing a stake of 12 shares — an estimated $390 sold.

Concourse Financial Group Securities first reported a position in AIRC in Q3 2023 and held it in 2 quarters. The position peaked at $416 in Q4 2023. 292 funds tracked by Wall St. Rank hold AIRC as of Q1 2024.

  • Concourse Financial Group Securities reported no remaining Apartment Income REIT Corp. position as of Q1 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 12 Apartment Income REIT Corp. shares in Q1 2024, an estimated $390.
  • Concourse Financial Group Securities first reported a position in Apartment Income REIT Corp. in Q3 2023 and held it in 2 quarters.
  • Concourse Financial Group Securities's Apartment Income REIT Corp. position peaked at $416 in Q4 2023.
  • 292 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q1 2024.

Based on Concourse Financial Group Securities's 13F filing for Q1 2024, filed 1 May 2024.