LWAM
AIRC

Legacy Wealth Asset Management’s Apartment Income REIT Corp. AIRC Stock Holding History

Legacy Wealth 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
Q2 		– Sell
-3,900
Closed -$208K – 344
2022
Q1 		$208K Buy
3,900
+146
+4% +$7.7K 0.07% 297
2021
Q4 		$205K Buy
+3,754
New +$196K 0.07% 299

Other funds holding AIRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Legacy Wealth Asset Management's AIRC Position: Q2 2022 in Review

Legacy Wealth Asset Management sold out of Apartment Income REIT Corp. (AIRC) in Q2 2022, closing a stake of 3,900 shares — an estimated $208K sold.

Legacy Wealth Asset Management first reported a position in AIRC in Q4 2021 and held it in 2 quarters. The position peaked at $208K in Q1 2022. 303 funds tracked by Wall St. Rank hold AIRC as of Q2 2022.

  • Legacy Wealth Asset Management reported no remaining Apartment Income REIT Corp. position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 3,900 Apartment Income REIT Corp. shares in Q2 2022, an estimated $208K.
  • Legacy Wealth Asset Management first reported a position in Apartment Income REIT Corp. in Q4 2021 and held it in 2 quarters.
  • Legacy Wealth Asset Management's Apartment Income REIT Corp. position peaked at $208K in Q1 2022.
  • 303 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q2 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2022, filed 19 Jul 2022.