Consolidated Planning Corp’s Apartment Income REIT Corp. AIRC Stock Holding History

Consolidated Planning Corp’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	-6,061	Closed	-$219K	–	173
2023 Q2	$219K	Hold	6,061	–	–	0.05%	151
2023 Q1	$217K	Hold	6,061	–	–	0.06%	114
2022 Q4	$208K	Sell	6,061 -805	-12%	-$29.5K	0.06%	116
2022 Q3	$265K	Hold	6,866	–	–	0.08%	96
2022 Q2	$286K	Hold	6,866	–	–	0.09%	97
2022 Q1	$367K	Hold	6,866	–	–	0.25%	37
2021 Q4	$375K	Sell	6,866 -373	-5%	-$19.5K	0.24%	38
2021 Q3	$353K	Hold	7,239	–	–	0.23%	38
2021 Q2	$343K	Hold	7,239	–	–	0.25%	39
2021 Q1	$309K	Buy	+7,239	New	+$298K	0.2%	40

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 $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

Consolidated Planning Corp's AIRC Position: Q3 2023 in Review

Consolidated Planning Corp sold out of Apartment Income REIT Corp. (AIRC) in Q3 2023, closing a stake of 6,061 shares — an estimated $219K sold.

Consolidated Planning Corp first reported a position in AIRC in Q1 2021 and held it in 10 quarters. The position peaked at $375K in Q4 2021. 267 funds tracked by Wall St. Rank hold AIRC as of Q3 2023.

Consolidated Planning Corp reported no remaining Apartment Income REIT Corp. position as of Q3 2023 after selling out during the quarter.
Consolidated Planning Corp sold 6,061 Apartment Income REIT Corp. shares in Q3 2023, an estimated $219K.
Consolidated Planning Corp first reported a position in Apartment Income REIT Corp. in Q1 2021 and held it in 10 quarters.
Consolidated Planning Corp's Apartment Income REIT Corp. position peaked at $375K in Q4 2021.
267 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q3 2023.

Based on Consolidated Planning Corp's 13F filing for Q3 2023, filed 8 Nov 2023.