Naviter Wealth’s Apartment Income REIT Corp. AIRC Stock Holding History

Naviter Wealth’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 Q3	–	Sell	-10,417	Closed	-$433K	–	198
2022 Q2	$433K	Sell	10,417 -100	-1%	-$4.64K	0.18%	132
2022 Q1	$562K	Sell	10,517 -331	-3%	-$17.5K	0.19%	68
2021 Q4	$593K	Buy	+10,848	New	+$567K	0.18%	73

Other funds holding AIRC

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Naviter Wealth's AIRC Position: Q3 2022 in Review

Naviter Wealth sold out of Apartment Income REIT Corp. (AIRC) in Q3 2022, closing a stake of 10,417 shares — an estimated $433K sold.

Naviter Wealth first reported a position in AIRC in Q4 2021 and held it in 3 quarters. The position peaked at $593K in Q4 2021. 307 funds tracked by Wall St. Rank hold AIRC as of Q3 2022.

Naviter Wealth reported no remaining Apartment Income REIT Corp. position as of Q3 2022 after selling out during the quarter.
Naviter Wealth sold 10,417 Apartment Income REIT Corp. shares in Q3 2022, an estimated $433K.
Naviter Wealth first reported a position in Apartment Income REIT Corp. in Q4 2021 and held it in 3 quarters.
Naviter Wealth's Apartment Income REIT Corp. position peaked at $593K in Q4 2021.
307 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q3 2022.

Based on Naviter Wealth's 13F filing for Q3 2022, filed 27 Oct 2022.