Harel Insurance Investments & Financial Services’s Apartment Income REIT Corp. AIRC Stock Holding History

Harel Insurance Investments & Financial Services’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	-250	Closed	-$9K	–	792
2023 Q2	$9K	Sell	250 -50	-17%	-$1.78K	﹤0.01%	640
2023 Q1	$10K	Sell	300 -100	-25%	-$3.67K	﹤0.01%	636
2022 Q4	$14K	Hold	400	–	–	﹤0.01%	607
2022 Q3	$15K	Sell	400 -300	-43%	-$12.7K	﹤0.01%	628
2022 Q2	$29K	Hold	700	–	–	﹤0.01%	600
2022 Q1	$37K	Buy	+700	New	+$36.9K	﹤0.01%	566

Other funds holding AIRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harel Insurance Investments & Financial Services's AIRC Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Apartment Income REIT Corp. (AIRC) in Q3 2023, closing a stake of 250 shares — an estimated $9K sold.

Harel Insurance Investments & Financial Services first reported a position in AIRC in Q1 2022 and held it in 6 quarters. The position peaked at $37K in Q1 2022. 267 funds tracked by Wall St. Rank hold AIRC as of Q3 2023.

Harel Insurance Investments & Financial Services reported no remaining Apartment Income REIT Corp. position as of Q3 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 250 Apartment Income REIT Corp. shares in Q3 2023, an estimated $9K.
Harel Insurance Investments & Financial Services first reported a position in Apartment Income REIT Corp. in Q1 2022 and held it in 6 quarters.
Harel Insurance Investments & Financial Services's Apartment Income REIT Corp. position peaked at $37K in Q1 2022.
267 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.