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

Institutional & Family Asset 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 Q4	–	Sell	-100	Closed	-$4K	–	785
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	530
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	540
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	565
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	575
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	685
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	731
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	737
2020 Q4	$4K	Buy	+100	New	+$3.84K	﹤0.01%	684

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $51.1B AUM 35.55% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's AIRC Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Apartment Income REIT Corp. (AIRC) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in AIRC in Q4 2020 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 316 funds tracked by Wall St. Rank hold AIRC as of Q4 2022.

Institutional & Family Asset Management reported no remaining Apartment Income REIT Corp. position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 100 Apartment Income REIT Corp. shares in Q4 2022, an estimated $4K.
Institutional & Family Asset Management first reported a position in Apartment Income REIT Corp. in Q4 2020 and held it in 8 quarters.
Institutional & Family Asset Management's Apartment Income REIT Corp. position peaked at $5K in Q1 2022.
316 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.