MFG
AIRC

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

Mendota Financial Group’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
Q2 		– Sell
-200
Closed -$10.7K – 392
2023
Q1 		$10.7K Hold
200
– – 0.01% 225
2022
Q4 		$6.86K Buy
+200
New +$7.33K 0.01% 223

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mendota Financial Group's AIRC Position: Q2 2023 in Review

Mendota Financial Group sold out of Apartment Income REIT Corp. (AIRC) in Q2 2023, closing a stake of 200 shares — an estimated $10.7K sold.

Mendota Financial Group first reported a position in AIRC in Q4 2022 and held it in 2 quarters. The position peaked at $10.7K in Q1 2023. 304 funds tracked by Wall St. Rank hold AIRC as of Q2 2023.

  • Mendota Financial Group reported no remaining Apartment Income REIT Corp. position as of Q2 2023 after selling out during the quarter.
  • Mendota Financial Group sold 200 Apartment Income REIT Corp. shares in Q2 2023, an estimated $10.7K.
  • Mendota Financial Group first reported a position in Apartment Income REIT Corp. in Q4 2022 and held it in 2 quarters.
  • Mendota Financial Group's Apartment Income REIT Corp. position peaked at $10.7K in Q1 2023.
  • 304 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q2 2023.

Based on Mendota Financial Group's 13F filing for Q2 2023, filed 25 Jul 2023.