Values First Advisors’s Apartment Income REIT Corp. AIRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-27,045
Closed -$878K 183
2024
Q1
$878K Buy
27,045
+11,843
+78% +$385K 0.51% 57
2023
Q4
$528K Buy
+15,202
New +$476K 0.32% 95

Other funds holding AIRC

Values First Advisors's AIRC Position: Q2 2024 in Review

Values First Advisors sold out of Apartment Income REIT Corp. (AIRC) in Q2 2024, closing a stake of 27,045 shares — an estimated $878K sold.

Values First Advisors first reported a position in AIRC in Q4 2023 and held it in 2 quarters. The position peaked at $878K in Q1 2024. 43 funds tracked by Wall St. Rank hold AIRC as of Q2 2024.

  • Values First Advisors reported no remaining Apartment Income REIT Corp. position as of Q2 2024 after selling out during the quarter.
  • Values First Advisors sold 27,045 Apartment Income REIT Corp. shares in Q2 2024, an estimated $878K.
  • Values First Advisors first reported a position in Apartment Income REIT Corp. in Q4 2023 and held it in 2 quarters.
  • Values First Advisors's Apartment Income REIT Corp. position peaked at $878K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q2 2024.

Based on Values First Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.