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

IBEX 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 Q1	–	Sell	-66,185	Closed	-$2.27M	–	190
2022 Q4	$2.27M	Sell	66,185 -2,518	-4%	-$92.3K	0.51%	62
2022 Q3	$2.65M	Sell	68,703 -672	-1%	-$28.5K	0.69%	54
2022 Q2	$2.89M	Buy	69,375 +3,451	+5%	+$160K	0.66%	57
2022 Q1	$3.52M	Buy	65,924 +3,479	+6%	+$183K	0.67%	51
2021 Q4	$3.41M	Sell	62,445 -514	-0.8%	-$26.9K	0.6%	63
2021 Q3	$3.07M	Buy	62,959 +2,594	+4%	+$131K	0.59%	70
2021 Q2	$2.86M	Buy	60,365 +2,784	+5%	+$128K	0.57%	71
2021 Q1	$2.46M	Buy	57,581 +3,857	+7%	+$159K	0.61%	66
2020 Q4	$2.06M	Buy	+53,724	New	+$2.06M	0.54%	69

Other funds holding AIRC

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IBEX Wealth Advisors's AIRC Position: Q1 2023 in Review

IBEX Wealth Advisors sold out of Apartment Income REIT Corp. (AIRC) in Q1 2023, closing a stake of 66,185 shares — an estimated $2.27M sold.

IBEX Wealth Advisors first reported a position in AIRC in Q4 2020 and held it in 9 quarters. The position peaked at $3.52M in Q1 2022. 298 funds tracked by Wall St. Rank hold AIRC as of Q1 2023.

IBEX Wealth Advisors reported no remaining Apartment Income REIT Corp. position as of Q1 2023 after selling out during the quarter.
IBEX Wealth Advisors sold 66,185 Apartment Income REIT Corp. shares in Q1 2023, an estimated $2.27M.
IBEX Wealth Advisors first reported a position in Apartment Income REIT Corp. in Q4 2020 and held it in 9 quarters.
IBEX Wealth Advisors's Apartment Income REIT Corp. position peaked at $3.52M in Q1 2022.
298 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q1 2023.

Based on IBEX Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.