SFS
AIRC

Sowell Financial Services’s Apartment Income REIT Corp. AIRC Stock Holding History

Sowell Financial 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
Q2 		– Sell
-229
Closed -$10K – 2901
2021
Q1 		$10K Buy
+229
New +$9.44K ﹤0.01% 2339

Other funds holding AIRC

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sowell Financial Services's AIRC Position: Q2 2021 in Review

Sowell Financial Services sold out of Apartment Income REIT Corp. (AIRC) in Q2 2021, closing a stake of 229 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in AIRC in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 275 funds tracked by Wall St. Rank hold AIRC as of Q2 2021.

  • Sowell Financial Services reported no remaining Apartment Income REIT Corp. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 229 Apartment Income REIT Corp. shares in Q2 2021, an estimated $10K.
  • Sowell Financial Services first reported a position in Apartment Income REIT Corp. in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Apartment Income REIT Corp. position peaked at $10K in Q1 2021.
  • 275 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.