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AIRC

Apartment Income REIT Corp.

Delisted

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

267 hedge funds and large institutions have $4.63B invested in Apartment Income REIT Corp. in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 104 increasing their positions, 102 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $801K

2% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 102

12% less funds holding

Funds holding: 304267 (-37)

16% less capital invested

Capital invested by funds: $5.49B → $4.63B (-$859M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

65% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 52

Holders
267
Holders Change
-37
Holders Change %
-12.17%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
104
Reduced
102
Closed
52
Calls
$1.1M
Puts
$801K
Net Calls
+$303K
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$662M -$4.03M -118,856 -0.5%
BlackRock
2
BlackRock
New York
$530M +$5.5M +161,920 +0.9%
JP Morgan Chase
3
JP Morgan Chase
New York
$417M +$49.9M +1,470,804 +12%
Cohen & Steers
4
Cohen & Steers
New York
$368M -$78.9M -2,325,205 -16%
Principal Financial Group
5
Principal Financial Group
Iowa
$280M +$7.24M +213,160 +2%
State Street
6
State Street
Massachusetts
$254M +$1.47M +43,215 +0.5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$177M +$14M +411,299 +8%
AllianceBernstein
8
AllianceBernstein
Tennessee
$143M +$23.2M +683,827 +17%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$93.8M -$986K -29,031 -0.9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$77.8M -$6.37M -187,689 -7%
RIM
11
Rush Island Management
New York
$76M -$3.91M -115,123 -4%
DPIM
12
Duff & Phelps Investment Management
Illinois
$72.1M +$4.45M +130,950 +6%
CIMLRA
13
CBRE Investment Management Listed Real Assets
Pennsylvania
$69.7M +$3.31M +97,632 +4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$69.6M +$1.38M +40,536 +2%
Norges Bank
15
Norges Bank
Norway
$68.7M +$21M +619,900 +38%
Charles Schwab
16
Charles Schwab
California
$63.9M +$3.66M +107,786 +5%
N
17
Nuveen
North Carolina
$58.4M -$8.85M -260,640 -12%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$56.2M +$3.16M +93,029 +5%
CI Investments Inc
19
CI Investments Inc
Ontario, Canada
$54.3M -$256K -7,543 -0.4%
LIMS
20
Lasalle Investment Management Securities
Maryland
$47.7M +$34.9M +1,029,054 +196%
Prudential Financial
21
Prudential Financial
New Jersey
$46.2M +$711K +20,949 +1%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$43.6M -$1.63M -48,012 -3%
Northern Trust
23
Northern Trust
Illinois
$43.3M -$12.5M -367,870 -21%
LBIM
24
Land & Buildings Investment Management
Connecticut
$40.8M +$694K +20,441 +2%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$40.6M +$21M +618,134 +88%

AIRC Hedge Fund Activity: Q3 2023 in Review

267 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apartment Income REIT Corp. (AIRC) for Q3 2023, worth a combined $4.63B — down 16% from $5.49B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of AIRC and 18 opened new positions — a net loss of 34 holders — while 102 trimmed existing stakes and 104 added.

The largest buyer was JP Morgan Chase, adding an estimated $49.9M. The largest seller was Cohen & Steers, cutting an estimated $78.9M.

  • 267 institutional investors held Apartment Income REIT Corp. (AIRC) as of Q3 2023, down from 304 in Q2 2023.
  • Funds reported $4.63B of Apartment Income REIT Corp. stock for Q3 2023, down 16% quarter-over-quarter.
  • 18 funds opened new Apartment Income REIT Corp. positions in Q3 2023 and 52 closed out, a net change of -34 holders.
  • The largest Apartment Income REIT Corp. buyer in Q3 2023 was JP Morgan Chase, an estimated $49.9M added.
  • The largest Apartment Income REIT Corp. seller in Q3 2023 was Cohen & Steers, an estimated $78.9M sold.

Based on aggregated 13F filings for Q3 2023.