PWPS
AIRC

Pinnacle Wealth Planning Services’s Apartment Income REIT Corp. AIRC Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-155
Closed -$6K – 2084
2020
Q4 		$6K Buy
+155
New +$5.95K ﹤0.01% 1620

Other funds holding AIRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's AIRC Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Apartment Income REIT Corp. (AIRC) in Q1 2021, closing a stake of 155 shares — an estimated $6K sold.

Pinnacle Wealth Planning Services first reported a position in AIRC in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 288 funds tracked by Wall St. Rank hold AIRC as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Apartment Income REIT Corp. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 155 Apartment Income REIT Corp. shares in Q1 2021, an estimated $6K.
  • Pinnacle Wealth Planning Services first reported a position in Apartment Income REIT Corp. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Apartment Income REIT Corp. position peaked at $6K in Q4 2020.
  • 288 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.