Simplicity Solutions’s Apartment Income REIT Corp. AIRC Stock Holding History

Simplicity Solutions’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
2023 Q4	$2.9M	Buy	83,641 +86	+0.1%	+$2.69K	0.08%	227
2023 Q3	$2.57M	Sell	83,555 -247	-0.3%	-$8.38K	0.08%	216
2023 Q2	$3.02M	Buy	83,802 +201	+0.2%	+$7.16K	0.08%	226
2023 Q1	$2.99M	Buy	+83,601	New	+$3.07M	0.08%	228

Other funds holding AIRC

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

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Simplicity Solutions's AIRC Position: Q4 2023 in Review

Simplicity Solutions increased its Apartment Income REIT Corp. (AIRC) stake by 0.1% in Q4 2023, buying an estimated $2.69K and bringing the position to 83,641 shares worth $2.9M. The position accounts for 0.08% of the portfolio, ranked #227.

Simplicity Solutions first reported a position in AIRC in Q1 2023 and has held it in 4 quarters since. The position peaked at $3.02M in Q2 2023. 291 funds tracked by Wall St. Rank hold AIRC as of Q4 2023.

Simplicity Solutions held 83,641 shares of Apartment Income REIT Corp. worth $2.9M as of Q4 2023.
Simplicity Solutions bought 86 Apartment Income REIT Corp. shares in Q4 2023, an estimated $2.69K.
Apartment Income REIT Corp. made up 0.08% of Simplicity Solutions's portfolio in Q4 2023, its #227 holding.
Simplicity Solutions first reported a position in Apartment Income REIT Corp. in Q1 2023 and has held it in 4 quarters since.
Simplicity Solutions's Apartment Income REIT Corp. position peaked at $3.02M in Q2 2023.
291 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.