Steward Financial Group’s Apartment Income REIT Corp. AIRC Stock Holding History

Steward Financial Group’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 Q2	–	Sell	-135	Closed	-$4K	–	1064
2023 Q1	$4K	Hold	135	–	–	﹤0.01%	377
2022 Q4	$4K	Buy	+135	New	+$4.95K	﹤0.01%	235
2022 Q3	–	Sell	-135	Closed	-$5K	–	1417
2022 Q2	$5K	Buy	+135	New	+$6.26K	﹤0.01%	356

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

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

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

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

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

Steward Financial Group's AIRC Position: Q2 2023 in Review

Steward Financial Group sold out of Apartment Income REIT Corp. (AIRC) in Q2 2023, closing a stake of 135 shares — an estimated $4K sold.

Steward Financial Group first reported a position in AIRC in Q2 2022 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 304 funds tracked by Wall St. Rank hold AIRC as of Q2 2023.

Steward Financial Group reported no remaining Apartment Income REIT Corp. position as of Q2 2023 after selling out during the quarter.
Steward Financial Group sold 135 Apartment Income REIT Corp. shares in Q2 2023, an estimated $4K.
Steward Financial Group first reported a position in Apartment Income REIT Corp. in Q2 2022 and held it in 3 quarters.
Steward Financial Group's Apartment Income REIT Corp. position peaked at $5K in Q2 2022.
304 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.