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AIRC

Apartment Income REIT Corp.

Delisted

AIRC was delisted on the 27th of June, 2024.

298 hedge funds and large institutions have $5.33B invested in Apartment Income REIT Corp. in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 112 increasing their positions, 110 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $2M | Put options by funds: $1.06M

7% more capital invested

Capital invested by funds: $4.96B → $5.33B (+$366M)

2% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 110

6% less funds holding

Funds holding: 316298 (-18)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

34% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 44

Holders
298
Holders Change
-18
Holders Change %
-5.7%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
29
Increased
112
Reduced
110
Closed
44
Calls
$2M
Puts
$1.06M
Net Calls
+$935K
Net Calls Change
+$812K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$802M -$3.12M -84,951 -0.4%
Cohen & Steers
2
Cohen & Steers
New York
$627M -$817K -22,240 -0.1%
BlackRock
3
BlackRock
New York
$624M -$3.84M -104,455 -0.6%
Principal Financial Group
4
Principal Financial Group
Iowa
$301M +$336K +9,141 +0.1%
State Street
5
State Street
Massachusetts
$301M -$714K -19,430 -0.2%
JP Morgan Chase
6
JP Morgan Chase
New York
$244M +$31.2M +850,026 +14%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$191M +$2.26M +61,419 +1%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$112M +$1.88M +51,297 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$106M +$10.1M +274,862 +10%
Bank of America
10
Bank of America
North Carolina
$91.8M +$20.4M +555,897 +28%
RIM
11
Rush Island Management
New York
$81.1M -$18.9M -514,124 -18%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$79M +$2.25M +61,112 +3%
DPIM
13
Duff & Phelps Investment Management
Illinois
$77.9M -$229K -6,225 -0.3%
CIMLRA
14
CBRE Investment Management Listed Real Assets
Pennsylvania
$76.3M +$21.1M +574,384 +37%
Norges Bank
15
Norges Bank
Norway
$74M +$18.9M +513,761 +33%
Northern Trust
16
Northern Trust
Illinois
$70.3M -$90.5K -2,463 -0.1%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$70M +$14.5M +393,404 +25%
Charles Schwab
18
Charles Schwab
California
$69.8M +$1.3M +35,334 +2%
N
19
Nuveen
North Carolina
$68.2M -$320K -8,717 -0.5%
CI Investments Inc
20
CI Investments Inc
Ontario, Canada
$65.8M +$2.16M +58,823 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$64.7M -$320K -8,700 -0.5%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$56M +$5.48M +149,189 +11%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$44.9M +$46.1M +1,253,722 New
Legal & General Group
24
Legal & General Group
United Kingdom
$43.2M +$1.03M +28,092 +2%
Invesco
25
Invesco
Georgia
$42.2M -$4.76M -129,665 -10%

AIRC Hedge Fund Activity: Q1 2023 in Review

298 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apartment Income REIT Corp. (AIRC) for Q1 2023, worth a combined $5.33B — up 7.4% from $4.96B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of AIRC and 29 opened new positions — a net loss of 15 holders — while 110 trimmed existing stakes and 112 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $46.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $19.4M.

  • 298 institutional investors held Apartment Income REIT Corp. (AIRC) as of Q1 2023, down from 316 in Q4 2022.
  • Funds reported $5.33B of Apartment Income REIT Corp. stock for Q1 2023, up 7.4% quarter-over-quarter.
  • 29 funds opened new Apartment Income REIT Corp. positions in Q1 2023 and 44 closed out, a net change of -15 holders.
  • The largest Apartment Income REIT Corp. buyer in Q1 2023 was Wellington Management Group, an estimated $46.1M added.
  • The largest Apartment Income REIT Corp. seller in Q1 2023 was T. Rowe Price Associates, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2023.