JFGLC
AIRC

Johnson Financial Group LLC (Colorado)’s Apartment Income REIT Corp. AIRC Stock Holding History

Johnson Financial Group LLC (Colorado)’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
-57,245
Closed -$1.99M – 46
2023
Q4 		$1.99M Buy
57,245
+1,988
+4% +$62.2K 0.25% 19
2023
Q3 		$1.7M Hold
55,257
– – 0.24% 15
2023
Q2 		$1.99M Hold
55,257
– – 0.27% 14
2023
Q1 		$1.98M Buy
+55,257
New +$2.03M 0.3% 14

Other funds holding AIRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s AIRC Position: Q1 2024 in Review

Johnson Financial Group LLC (Colorado) sold out of Apartment Income REIT Corp. (AIRC) in Q1 2024, closing a stake of 57,245 shares — an estimated $1.99M sold.

Johnson Financial Group LLC (Colorado) first reported a position in AIRC in Q1 2023 and held it in 4 quarters. The position peaked at $1.99M in Q2 2023. 292 funds tracked by Wall St. Rank hold AIRC as of Q1 2024.

  • Johnson Financial Group LLC (Colorado) reported no remaining Apartment Income REIT Corp. position as of Q1 2024 after selling out during the quarter.
  • Johnson Financial Group LLC (Colorado) sold 57,245 Apartment Income REIT Corp. shares in Q1 2024, an estimated $1.99M.
  • Johnson Financial Group LLC (Colorado) first reported a position in Apartment Income REIT Corp. in Q1 2023 and held it in 4 quarters.
  • Johnson Financial Group LLC (Colorado)'s Apartment Income REIT Corp. position peaked at $1.99M in Q2 2023.
  • 292 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q1 2024.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2024, filed 10 May 2024.