JP Morgan Private Wealth Advisors’s Apartment Income REIT Corp. AIRC Stock Holding History

JP Morgan Private 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 Q3	$731K	Sell	23,827 -4,142	-15%	-$141K	﹤0.01%	1094
2023 Q2	$1.01M	Sell	27,969 -5,120	-15%	-$182K	0.01%	764
2023 Q1	$1.18M	Sell	33,089 -1,520	-4%	-$55.8K	﹤0.01%	1094
2022 Q4	$1.19M	Sell	34,609 -14,838	-30%	-$544K	﹤0.01%	1067
2022 Q3	$1.91M	Buy	49,447 +680	+1%	+$28.8K	0.01%	860
2022 Q2	$2.03M	Buy	48,767 +15,428	+46%	+$715K	0.01%	845
2022 Q1	$1.78M	Buy	33,339 +418	+1%	+$22K	﹤0.01%	950
2021 Q4	$1.8M	Buy	32,921 +254	+0.8%	+$13.3K	﹤0.01%	957
2021 Q3	$1.59M	Buy	32,667 +3,617	+12%	+$183K	﹤0.01%	996
2021 Q2	$1.38M	Buy	29,050 +7,931	+38%	+$365K	﹤0.01%	1039
2021 Q1	$903K	Buy	21,119 +3,330	+19%	+$137K	﹤0.01%	1086
2020 Q4	$683K	Buy	+17,789	New	+$683K	﹤0.01%	1157

Other funds holding AIRC

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AIRC Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Apartment Income REIT Corp. (AIRC) stake by 15% in Q3 2023, selling an estimated $141K and leaving 23,827 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

JP Morgan Private Wealth Advisors first reported a position in AIRC in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.03M in Q2 2022. 267 funds tracked by Wall St. Rank hold AIRC as of Q3 2023.

JP Morgan Private Wealth Advisors held 23,827 shares of Apartment Income REIT Corp. worth $731K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 4,142 Apartment Income REIT Corp. shares in Q3 2023, an estimated $141K.
Apartment Income REIT Corp. made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1094 holding.
JP Morgan Private Wealth Advisors first reported a position in Apartment Income REIT Corp. in Q4 2020 and has held it in 12 quarters since.
JP Morgan Private Wealth Advisors's Apartment Income REIT Corp. position peaked at $2.03M in Q2 2022.
267 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.