NFG
AIRC

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

Next 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
2021
Q4 		$17K Buy
305
+70
+30% +$3.66K ﹤0.01% 1973
2021
Q3 		$11K Buy
+235
New +$11.9K ﹤0.01% 2011

Other funds holding AIRC

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Next Financial Group's AIRC Position: Q4 2021 in Review

Next Financial Group increased its Apartment Income REIT Corp. (AIRC) stake by 30% in Q4 2021, buying an estimated $3.66K and bringing the position to 305 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Next Financial Group first reported a position in AIRC in Q3 2021 and has held it in 2 quarters since. 295 funds tracked by Wall St. Rank hold AIRC as of Q4 2021.

  • Next Financial Group held 305 shares of Apartment Income REIT Corp. worth $17K as of Q4 2021.
  • Next Financial Group bought 70 Apartment Income REIT Corp. shares in Q4 2021, an estimated $3.66K.
  • Apartment Income REIT Corp. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1973 holding.
  • Next Financial Group first reported a position in Apartment Income REIT Corp. in Q3 2021 and has held it in 2 quarters since.
  • 295 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.