Investment Advisory Services’s Apartment Income REIT Corp. AIRC Stock Holding History

Investment Advisory 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
2024 Q1	–	Sell	-6,295	Closed	-$219K	–	120
2023 Q4	$219K	Sell	6,295 -1,638	-21%	-$51.3K	0.09%	109
2023 Q3	$244K	Sell	7,933 -2,820	-26%	-$95.7K	0.1%	98
2023 Q2	$388K	Sell	10,753 -1,260	-10%	-$44.9K	0.16%	87
2023 Q1	$430K	Hold	12,013	–	–	0.21%	76
2022 Q4	$412K	Hold	12,013	–	–	0.21%	78
2022 Q3	$464K	Hold	12,013	–	–	0.28%	66
2022 Q2	$500K	Hold	12,013	–	–	0.29%	65
2022 Q1	$642K	Hold	12,013	–	–	0.36%	61
2021 Q4	$657K	Hold	12,013	–	–	0.36%	61
2021 Q3	$586K	Hold	12,013	–	–	0.36%	63
2021 Q2	$570K	Buy	+12,013	New	+$553K	0.35%	62
2020 Q4	$521K	Buy	+13,573	New	+$521K	0.36%	60

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Investment Advisory Services's AIRC Position: Q1 2024 in Review

Investment Advisory Services sold out of Apartment Income REIT Corp. (AIRC) in Q1 2024, closing a stake of 6,295 shares — an estimated $219K sold.

Investment Advisory Services first reported a position in AIRC in Q4 2020 and held it in 12 quarters. The position peaked at $657K in Q4 2021. 292 funds tracked by Wall St. Rank hold AIRC as of Q1 2024.

Investment Advisory Services reported no remaining Apartment Income REIT Corp. position as of Q1 2024 after selling out during the quarter.
Investment Advisory Services sold 6,295 Apartment Income REIT Corp. shares in Q1 2024, an estimated $219K.
Investment Advisory Services first reported a position in Apartment Income REIT Corp. in Q4 2020 and held it in 12 quarters.
Investment Advisory Services's Apartment Income REIT Corp. position peaked at $657K in Q4 2021.
292 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q1 2024.

Based on Investment Advisory Services's 13F filing for Q1 2024, filed 25 Apr 2024.