O'Shaughnessy Asset Management’s Apartment Income REIT Corp. AIRC Stock Holding History

O'Shaughnessy Asset Management’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	–	Sell	-42	Closed	-$2K	–	2620
2021 Q3	$2K	Sell	42 -25	-37%	-$1.26K	﹤0.01%	2517
2021 Q2	$3K	Buy	67 +12	+22%	+$552	﹤0.01%	2267
2021 Q1	$2K	Sell	55 -54	-50%	-$2.23K	﹤0.01%	2113
2020 Q4	$4K	Buy	+109	New	+$4.18K	﹤0.01%	1750

Other funds holding AIRC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

O'Shaughnessy Asset Management's AIRC Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Apartment Income REIT Corp. (AIRC) in Q4 2021, closing a stake of 42 shares — an estimated $2K sold.

O'Shaughnessy Asset Management first reported a position in AIRC in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q4 2020. 295 funds tracked by Wall St. Rank hold AIRC as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining Apartment Income REIT Corp. position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 42 Apartment Income REIT Corp. shares in Q4 2021, an estimated $2K.
O'Shaughnessy Asset Management first reported a position in Apartment Income REIT Corp. in Q4 2020 and held it in 4 quarters.
O'Shaughnessy Asset Management's Apartment Income REIT Corp. position peaked at $4K in Q4 2020.
295 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.