LPC
AIRC

Long Pond Capital’s Apartment Income REIT Corp. AIRC Stock Holding History

Long Pond Capital’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
Q2 		– Sell
-2,027,211
Closed -$65.8M – 50
2024
Q1 		$65.8M Buy
2,027,211
+608,627
+43% +$19.8M 3.77% 11
2023
Q4 		$49.3M Buy
1,418,584
+896,266
+172% +$28.1M 3.96% 8
2023
Q3 		$16M Buy
+522,318
New +$17.7M 0.92% 25
2023
Q2 		– Sell
-502,485
Closed -$18M – 45
2023
Q1 		$18M Sell
502,485
-367,424
-42% -$13.5M 0.97% 24
2022
Q4 		$29.8M Sell
869,909
-753,047
-46% -$27.6M 1.83% 20
2022
Q3 		$62.7M Buy
1,622,956
+63,199
+4% +$2.68M 3.67% 10
2022
Q2 		$64.9M Buy
1,559,757
+1,054,611
+209% +$48.9M 3.21% 13
2022
Q1 		$27M Buy
+505,146
New +$26.6M 1.1% 25
2021
Q1 		– Sell
-4,846,103
Closed -$186M – 47
2020
Q4 		$186M Buy
+4,846,103
New +$186M 6.22% 3

Other funds holding AIRC

GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
MTCM
Mint Tower Capital Management Amsterdam, Netherlands $1.12B AUM 19.06% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
AIM
Aurora Investment Managers Naples, Florida $164M AUM 14.98% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Long Pond Capital's AIRC Position: Q2 2024 in Review

Long Pond Capital sold out of Apartment Income REIT Corp. (AIRC) in Q2 2024, closing a stake of 2,027,211 shares — an estimated $65.8M sold.

Long Pond Capital first reported a position in AIRC in Q4 2020 and held it in 9 quarters. The position peaked at $186M in Q4 2020. 43 funds tracked by Wall St. Rank hold AIRC as of Q2 2024.

  • Long Pond Capital reported no remaining Apartment Income REIT Corp. position as of Q2 2024 after selling out during the quarter.
  • Long Pond Capital sold 2,027,211 Apartment Income REIT Corp. shares in Q2 2024, an estimated $65.8M.
  • Long Pond Capital first reported a position in Apartment Income REIT Corp. in Q4 2020 and held it in 9 quarters.
  • Long Pond Capital's Apartment Income REIT Corp. position peaked at $186M in Q4 2020.
  • 43 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q2 2024.

Based on Long Pond Capital's 13F filing for Q2 2024, filed 14 Aug 2024.