HHM Wealth Advisors’s Apartment Income REIT Corp. AIRC Stock Holding History

HHM Wealth Advisors’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 Q2	–	Sell	-41	Closed	-$1.47K	–	866
2023 Q1	$1.47K	Hold	41	–	–	﹤0.01%	748
2022 Q4	$1.41K	Buy	+41	New	+$1.5K	﹤0.01%	634
2022 Q3	–	Sell	-176	Closed	-$7K	–	837
2022 Q2	$7K	Hold	176	–	–	﹤0.01%	603
2022 Q1	$9K	Buy	+176	New	+$9.28K	﹤0.01%	555

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

HHM Wealth Advisors's AIRC Position: Q2 2023 in Review

HHM Wealth Advisors sold out of Apartment Income REIT Corp. (AIRC) in Q2 2023, closing a stake of 41 shares — an estimated $1.47K sold.

HHM Wealth Advisors first reported a position in AIRC in Q1 2022 and held it in 4 quarters. The position peaked at $9K in Q1 2022. 304 funds tracked by Wall St. Rank hold AIRC as of Q2 2023.

HHM Wealth Advisors reported no remaining Apartment Income REIT Corp. position as of Q2 2023 after selling out during the quarter.
HHM Wealth Advisors sold 41 Apartment Income REIT Corp. shares in Q2 2023, an estimated $1.47K.
HHM Wealth Advisors first reported a position in Apartment Income REIT Corp. in Q1 2022 and held it in 4 quarters.
HHM Wealth Advisors's Apartment Income REIT Corp. position peaked at $9K in Q1 2022.
304 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q2 2023.

Based on HHM Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.