GWMIA
AIRC

Global Wealth Management Investment Advisory’s Apartment Income REIT Corp. AIRC Stock Holding History

Global Wealth Management Investment Advisory’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
Q2 		– Sell
-1,145
Closed -$49K – 505
2021
Q1 		$49K Sell
1,145
-727
-39% -$30K 0.02% 199
2020
Q4 		$72K Buy
+1,872
New +$71.9K 0.03% 173

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 $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Global Wealth Management Investment Advisory's AIRC Position: Q2 2021 in Review

Global Wealth Management Investment Advisory sold out of Apartment Income REIT Corp. (AIRC) in Q2 2021, closing a stake of 1,145 shares — an estimated $49K sold.

Global Wealth Management Investment Advisory first reported a position in AIRC in Q4 2020 and held it in 2 quarters. The position peaked at $72K in Q4 2020. 275 funds tracked by Wall St. Rank hold AIRC as of Q2 2021.

  • Global Wealth Management Investment Advisory reported no remaining Apartment Income REIT Corp. position as of Q2 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,145 Apartment Income REIT Corp. shares in Q2 2021, an estimated $49K.
  • Global Wealth Management Investment Advisory first reported a position in Apartment Income REIT Corp. in Q4 2020 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Apartment Income REIT Corp. position peaked at $72K in Q4 2020.
  • 275 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q2 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2021, filed 11 Aug 2021.