Apartment Income REIT Corp.
AIRCDelisted Jun 28, 2024- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001820877
Apartment Income REIT Corp. was delisted on Jun 28, 2024; its insiders filed their last Form 4 on Jul 2, 2024; 290 institutions reported holding it in 13F filings for Q1 2024, worth $4.69B in total; no superinvestor held it.
13F holders, Q4 2022
Institutional positions in Apartment Income REIT Corp. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 316
- +15 vs. Q3 2022
- Shares held
- 146.8M
- −5.71M (−3.7%) vs. Q3 2022
- Total value
- $5.04B
- −$853.8M (−14.5%) vs. Q3 2022
- New holders
- 49
- 97 more added
- Sold out
- 34
- 128 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AIRC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 43 | $42.0M |
| Q1 2024 | 290 | $4.69B |
| Q4 2023 | 291 | $5.03B |
| Q3 2023 | 268 | $4.63B |
| Q2 2023 | 304 | $5.49B |
| Q1 2023 | 299 | $5.33B |
| Q4 2022 | 316 | $5.04B |
| Q3 2022 | 307 | $5.89B |
| Q2 2022 | 303 | $6.37B |
| Q1 2022 | 313 | $8.37B |
| Q4 2021 | 296 | $8.51B |
| Q3 2021 | 283 | $7.59B |
| Q2 2021 | 275 | $7.45B |
| Q1 2021 | 288 | $6.24B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Apartment Income REIT Corp.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 14 | $0 | 0.00% | −177−92.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5 | $0 | 0.00% | +1+25.0% | Added |
| Coppell Advisory Solutions LLC | 3 | $33 | 0.00% | +3 | New |
| Coppell Advisory Solutions Corp. | 3 | $33 | 0.00% | +3 | New |
| Eagle Bay Advisors LLC | 2 | $69 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3 | $103 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 34 | $164 | 0.00% | +34 | New |
| Versant Capital Management, Inc | 7 | $240 | 0.00% | +1+16.7% | Added |
| TCI Wealth Advisors, Inc. | 8 | $274 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $309 | 0.00% | −108−92.3% | Reduced |
| Accurate Wealth Management, LLC | 15 | $524 | 0.00% | +15 | New |
| Sutton Wealth Advisors Inc. | 17 | $583 | 0.00% | +13+325.0% | Added |
| CWM, LLC | 37 | $1.00K | 0.00% | −302−89.1% | Reduced |
| Hollencrest Capital Management | 32 | $1.10K | 0.00% | +32 | New |
| BerganKDV Wealth Management, LLC | 33 | $1.13K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 41 | $1.41K | 0.00% | +41 | New |
| Global Retirement Partners, LLC | 45 | $1.54K | 0.00% | +18+66.7% | Added |
| Lindbrook Capital, LLC | 50 | $1.72K | 0.00% | −97−66.0% | Reduced |
| First Horizon Advisors, Inc. | 58 | $1.99K | 0.00% | +58 | New |
| GWM Advisors LLC | 108 | $2.03K | 0.00% | +108 | New |
| Allworth Financial LP | 72 | $2.47K | 0.00% | +69+2,300.0% | Added |
| Parallel Advisors, LLC | 73 | $2.50K | 0.00% | −56−43.4% | Reduced |
| Bessemer Group Inc | 96 | $3.00K | 0.00% | −1,123−92.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 97 | $3.33K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $3.43K | 0.00% | +100 | New |
| Hoese & Co LLP | 104 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 135 | $4.00K | 0.00% | +135 | New |
| Signaturefd, LLC | 130 | $4.46K | 0.00% | −160−55.2% | Reduced |
| Ellevest, Inc. | 134 | $4.60K | 0.00% | −841−86.3% | Reduced |
| Spire Wealth Management | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 158 | $5.42K | 0.00% | +158 | New |
| Belpointe Asset Management LLC | 178 | $6.10K | 0.00% | +178 | New |
| Bartlett & Co. Wealth Management LLC | 200 | $6.86K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 200 | $6.86K | 0.01% | +200 | New |
| Bartlett & Co. LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 226 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 258 | $8.86K | 0.00% | +42+19.4% | Added |
| Comerica Securities,inc. | 260 | $8.92K | 0.00% | +260 | New |
| Covestor Ltd | 254 | $9.00K | 0.01% | +1+0.4% | Added |
| Cullen/Frost Bankers, Inc. | 297 | $10.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 320 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 286 | $11.0K | 0.00% | +17+6.3% | Added |
| Denali Advisors LLC | 324 | $11.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 340 | $12.0K | 0.01% | +340 | New |
| Whittier Trust Co | 352 | $12.1K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 412 | $14.1K | 0.00% | −1,820−81.5% | Reduced |
| Fred Alger Management, LLC | 435 | $14.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 472 | $16.2K | 0.00% | +472 | New |
| Investors Research Corp | 577 | $19.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 800 | $27.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,019 | $35.0K | 0.01% | +1,019 | New |
| Capital Analysts, LLC | 1,053 | $36.0K | 0.00% | −9−0.8% | Reduced |
| Advisory Services Network, LLC | 1,092 | $37.5K | 0.00% | +1,092 | New |
| Huntington National Bank | 1,145 | $39.3K | 0.00% | +4+0.4% | Added |
| Rockefeller Capital Management L.P. | 1,433 | $49.0K | 0.00% | +136+10.5% | Added |
| First Manhattan Co | 2,275 | $78.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,597 | $89.1K | 0.01% | −889−25.5% | Reduced |
| Optimum Investment Advisors | 2,684 | $92.1K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,068 | $139.6K | 0.01% | 00.0% | Unchanged |
| Affiance Financial, LLC | 4,110 | $141.0K | 0.06% | +4,110 | New |
| Metropolitan Life Insurance Co | 4,641 | $159.2K | 0.01% | −155−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,078 | $174.0K | 0.01% | −3,366−39.9% | Reduced |
| Elequin Capital LP | 5,753 | $197.4K | 0.06% | +5,753 | New |
| Probity Advisors, Inc. | 5,897 | $202.3K | 0.05% | +228+4.0% | Added |
| Centiva Capital, LP | 5,985 | $205.3K | 0.02% | +385+6.9% | Added |
| Consolidated Planning Corp | 6,061 | $208.0K | 0.06% | −805−11.7% | Reduced |
| Creative Planning | 6,141 | $210.7K | 0.00% | −417−6.4% | Reduced |
| DoubleLine ETF Adviser LP | 6,653 | $228.3K | 0.12% | +6,653 | New |
| Barnes Pettey Financial Advisors, LLC | 6,704 | $230.0K | 0.24% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,730 | $230.9K | 0.01% | +6,730 | New |
| Cerity Partners LLC | 7,014 | $240.7K | 0.00% | +7,014 | New |
| Vestmark Advisory Solutions, Inc. | 7,020 | $240.9K | 0.01% | +11+0.2% | Added |
| Shell Asset Management Co | 7,012 | $241.0K | 0.01% | −881−11.2% | Reduced |
| Simplex Trading, LLC | 7,106 | $243.0K | 0.01% | +7,106 | New |
| Schnieders Capital Management LLC | 7,312 | $250.9K | 0.06% | −2,500−25.5% | Reduced |
| NewEdge Wealth, LLC | 7,426 | $254.8K | 0.01% | +11+0.1% | Added |
| Profund Advisors LLC | 7,568 | $259.7K | 0.02% | +87+1.2% | Added |
| Shelton Capital Management | 7,609 | $261.1K | 0.03% | −641−7.8% | Reduced |
| Franklin Resources Inc | 7,753 | $266.0K | 0.00% | −169,349−95.6% | Reduced |
| XTX Topco Ltd | 7,800 | $267.6K | 0.06% | +7,800 | New |
| Advisor Group Holdings, Inc. | 7,837 | $269.0K | 0.00% | +363+4.9% | Added |
| Fiducient Advisors LLC | 8,122 | $278.7K | 0.08% | +8,122 | New |
| The PNC Financial Services Group, Inc. | 8,328 | $285.7K | 0.00% | −1,059−11.3% | Reduced |
| EHP Funds Inc. | 8,400 | $288.0K | 0.06% | +400+5.0% | Added |
| LPL Financial LLC | 8,419 | $288.9K | 0.00% | −863−9.3% | Reduced |
| Fractal Investments LLC | 8,661 | $297.2K | 0.07% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 8,899 | $305.3K | 0.08% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 9,279 | $316.0K | 0.00% | +9,279 | New |
| Global Endowment Management, LP | 9,578 | $328.6K | 0.04% | −8,557−47.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 10,018 | $343.7K | 0.00% | +741+8.0% | Added |
| Panagora Asset Management Inc | 10,044 | $344.6K | 0.00% | −20,793−67.4% | Reduced |
| Lazard Asset Management LLC | 10,214 | $350.0K | 0.00% | +3,518+52.5% | Added |
| Dynamic Technology Lab Private Ltd | 10,365 | $355.0K | 0.04% | +10,365 | New |
| Commonwealth Equity Services, LLC | 10,572 | $362.0K | 0.00% | +1,539+17.0% | Added |
| JustInvest LLC | 10,678 | $366.4K | 0.02% | +2,711+34.0% | Added |
| Keeley-Teton Advisors, LLC | 10,940 | $375.4K | 0.05% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 11,550 | $396.3K | 0.01% | +1,779+18.2% | Added |
| Maryland State Retirement & Pension System | 11,805 | $405.0K | 0.01% | 00.0% | Unchanged |