VFA
AIRC

Valeo Financial Advisors’s Apartment Income REIT Corp. AIRC Stock Holding History

Valeo Financial 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
Q2 		– Sell
-615
Closed -$26K – 1939
2021
Q1 		$26K Sell
615
-21
-3% -$865 ﹤0.01% 1086
2020
Q4 		$24K Buy
+636
New +$24.4K ﹤0.01% 989

Other funds holding AIRC

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Valeo Financial Advisors's AIRC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Apartment Income REIT Corp. (AIRC) in Q2 2021, closing a stake of 615 shares — an estimated $26K sold.

Valeo Financial Advisors first reported a position in AIRC in Q4 2020 and held it in 2 quarters. The position peaked at $26K in Q1 2021. 275 funds tracked by Wall St. Rank hold AIRC as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Apartment Income REIT Corp. position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 615 Apartment Income REIT Corp. shares in Q2 2021, an estimated $26K.
  • Valeo Financial Advisors first reported a position in Apartment Income REIT Corp. in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Apartment Income REIT Corp. position peaked at $26K in Q1 2021.
  • 275 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.