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

Creative Planning’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 Q2	–	Sell	-9,513	Closed	-$309K	–	3198
2024 Q1	$309K	Buy	9,513 +356	+4%	+$11.6K	﹤0.01%	2227
2023 Q4	$318K	Buy	+9,157	New	+$287K	﹤0.01%	2048
2023 Q1	–	Sell	-6,141	Closed	-$211K	–	2800
2022 Q4	$211K	Sell	6,141 -417	-6%	-$15.3K	﹤0.01%	1990
2022 Q3	$253K	Buy	+6,558	New	+$278K	﹤0.01%	1758
2021 Q3	–	Sell	-2,909	Closed	-$138K	–	2240
2021 Q2	$138K	Buy	+2,909	New	+$134K	﹤0.01%	1841

Other funds holding AIRC

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

MTCM

Mint Tower Capital Management Amsterdam, Netherlands $1.12B AUM 19.06% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return

AIM

Aurora Investment Managers Naples, Florida $164M AUM 14.98% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning's AIRC Position: Q2 2024 in Review

Creative Planning sold out of Apartment Income REIT Corp. (AIRC) in Q2 2024, closing a stake of 9,513 shares — an estimated $309K sold.

Creative Planning first reported a position in AIRC in Q2 2021 and held it in 5 quarters. The position peaked at $318K in Q4 2023. 43 funds tracked by Wall St. Rank hold AIRC as of Q2 2024.

Creative Planning reported no remaining Apartment Income REIT Corp. position as of Q2 2024 after selling out during the quarter.
Creative Planning sold 9,513 Apartment Income REIT Corp. shares in Q2 2024, an estimated $309K.
Creative Planning first reported a position in Apartment Income REIT Corp. in Q2 2021 and held it in 5 quarters.
Creative Planning's Apartment Income REIT Corp. position peaked at $318K in Q4 2023.
43 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.