RPWA
AIRC

Regent Peak Wealth Advisors’s Apartment Income REIT Corp. AIRC Stock Holding History

Regent Peak Wealth Advisors’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
-26
Closed -$1K – 1066
2020
Q4 		$1K Buy
+26
New +$998 ﹤0.01% 1027

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

Regent Peak Wealth Advisors's AIRC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Apartment Income REIT Corp. (AIRC) in Q1 2021, closing a stake of 26 shares — an estimated $1K sold.

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

  • Regent Peak Wealth Advisors reported no remaining Apartment Income REIT Corp. position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 26 Apartment Income REIT Corp. shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Apartment Income REIT Corp. in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Apartment Income REIT Corp. position peaked at $1K in Q4 2020.
  • 288 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.