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

Family 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
2022 Q1	–	Sell	-9,835	Closed	-$538K	–	192
2021 Q4	$538K	Sell	9,835 -1,823	-16%	-$95.3K	0.14%	100
2021 Q3	$569K	Sell	11,658 -78	-0.7%	-$3.94K	0.16%	95
2021 Q2	$557K	Buy	11,736 +39	+0.3%	+$1.79K	0.15%	105
2021 Q1	$500K	Buy	+11,697	New	+$482K	0.16%	92

Other funds holding AIRC

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Family Management's AIRC Position: Q1 2022 in Review

Family Management sold out of Apartment Income REIT Corp. (AIRC) in Q1 2022, closing a stake of 9,835 shares — an estimated $538K sold.

Family Management first reported a position in AIRC in Q1 2021 and held it in 4 quarters. The position peaked at $569K in Q3 2021. 312 funds tracked by Wall St. Rank hold AIRC as of Q1 2022.

Family Management reported no remaining Apartment Income REIT Corp. position as of Q1 2022 after selling out during the quarter.
Family Management sold 9,835 Apartment Income REIT Corp. shares in Q1 2022, an estimated $538K.
Family Management first reported a position in Apartment Income REIT Corp. in Q1 2021 and held it in 4 quarters.
Family Management's Apartment Income REIT Corp. position peaked at $569K in Q3 2021.
312 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q1 2022.

Based on Family Management's 13F filing for Q1 2022, filed 16 May 2022.