LPL Financial
AIRC

LPL Financial’s Apartment Income REIT Corp. AIRC Stock Holding History

LPL Financial’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
-8,363
Closed -$272K – 5173
2024
Q1 		$272K Sell
8,363
-206
-2% -$6.7K ﹤0.01% 4280
2023
Q4 		$298K Buy
8,569
+327
+4% +$10.2K ﹤0.01% 4093
2023
Q3 		$253K Sell
8,242
-232
-3% -$7.88K ﹤0.01% 4066
2023
Q2 		$306K Buy
8,474
+1,909
+29% +$68K ﹤0.01% 3835
2023
Q1 		$235K Sell
6,565
-1,854
-22% -$68.1K ﹤0.01% 3925
2022
Q4 		$289K Sell
8,419
-863
-9% -$31.6K ﹤0.01% 3667
2022
Q3 		$358K Buy
9,282
+90
+1% +$3.81K ﹤0.01% 3436
2022
Q2 		$382K Buy
9,192
+466
+5% +$21.6K ﹤0.01% 3435
2022
Q1 		$466K Buy
+8,726
New +$460K ﹤0.01% 3258

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 $20.1B AUM 26.26% 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 $49B AUM 17.78% 1-Year Est. Return

LPL Financial's AIRC Position: Q2 2024 in Review

LPL Financial sold out of Apartment Income REIT Corp. (AIRC) in Q2 2024, closing a stake of 8,363 shares — an estimated $272K sold.

LPL Financial first reported a position in AIRC in Q1 2022 and held it in 9 quarters. The position peaked at $466K in Q1 2022. 43 funds tracked by Wall St. Rank hold AIRC as of Q2 2024.

  • LPL Financial reported no remaining Apartment Income REIT Corp. position as of Q2 2024 after selling out during the quarter.
  • LPL Financial sold 8,363 Apartment Income REIT Corp. shares in Q2 2024, an estimated $272K.
  • LPL Financial first reported a position in Apartment Income REIT Corp. in Q1 2022 and held it in 9 quarters.
  • LPL Financial's Apartment Income REIT Corp. position peaked at $466K in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.