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, Q1 2023
Institutional positions in Apartment Income REIT Corp. as of Mar 31, 2023. 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
- 299
- −14 vs. Q4 2022
- Shares held
- 148.6M
- +1.96M (+1.3%) vs. Q4 2022
- Total value
- $5.33B
- +$297.7M (+5.9%) vs. Q4 2022
- New holders
- 29
- 112 more added
- Sold out
- 43
- 110 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Apartment Income REIT Corp.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 10 | $0 | 0.00% | −276−96.5% | Reduced |
| Clear Street Markets LLC | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Sofos Investments, Inc. | 36 | $1 | 0.00% | +2+5.9% | Added |
| Eagle Bay Advisors LLC | 2 | $72 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4 | $139 | 0.00% | +4 | New |
| TCI Wealth Advisors, Inc. | 8 | $287 | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 24 | $859 | 0.00% | −300−92.6% | Reduced |
| First Horizon Advisors, Inc. | 32 | $1.15K | 0.00% | −26−44.8% | Reduced |
| Hollencrest Capital Management | 32 | $1.15K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 33 | $1.18K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 41 | $1.47K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 45 | $1.60K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 49 | $1.75K | 0.00% | −59−54.6% | Reduced |
| Bell Investment Advisors, Inc | 51 | $1.83K | 0.00% | +42+466.7% | Added |
| Lindbrook Capital, LLC | 57 | $2.04K | 0.00% | +7+14.0% | Added |
| Farmers & Merchants Investments Inc | 71 | $2.54K | 0.00% | −729−91.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 97 | $3.47K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 104 | $3.93K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 135 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 111 | $4.00K | 0.00% | +15+15.6% | Added |
| Northwestern Mutual Wealth Management Co | 116 | $4.15K | 0.00% | −142−55.0% | Reduced |
| Spire Wealth Management | 140 | $5.01K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 159 | $5.68K | 0.00% | +1+0.6% | Added |
| Parallel Advisors, LLC | 172 | $6.16K | 0.00% | +99+135.6% | Added |
| Harvest Fund Management Co., Ltd | 226 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 236 | $8.00K | 0.00% | +199+537.8% | Added |
| Ellevest, Inc. | 225 | $8.06K | 0.00% | +91+67.9% | Added |
| Pacific Center for Financial Services | 247 | $8.85K | 0.00% | +247 | New |
| Covestor Ltd | 248 | $9.00K | 0.01% | −6−2.4% | Reduced |
| Massmutual Trust Co FSB | 258 | $9.24K | 0.00% | +244+1,742.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 300 | $10.0K | 0.00% | −100−25.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 297 | $10.6K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 200 | $10.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 320 | $11.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 337 | $12.1K | 0.00% | −135−28.6% | Reduced |
| Riverview Trust Co | 340 | $12.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 352 | $12.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $17.9K | 0.00% | +400+400.0% | Added |
| Machina Capital S.A.S. | 504 | $18.0K | 0.02% | +504 | New |
| Investors Research Corp | 577 | $20.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 700 | $25.1K | 0.00% | +628+872.2% | Added |
| EverSource Wealth Advisors, LLC | 761 | $27.3K | 0.00% | +761 | New |
| Belpointe Asset Management LLC | 813 | $29.1K | 0.00% | +635+356.7% | Added |
| Advisory Services Network, LLC | 815 | $29.2K | 0.00% | −277−25.4% | Reduced |
| Capital Analysts, LLC | 908 | $33.0K | 0.00% | −145−13.8% | Reduced |
| Private Trust Co NA | 1,019 | $36.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,139 | $40.8K | 0.00% | +1,009+776.2% | Added |
| Huntington National Bank | 1,349 | $48.3K | 0.00% | +204+17.8% | Added |
| Optimum Investment Advisors | 1,690 | $60.5K | 0.03% | −994−37.0% | Reduced |
| First Manhattan Co | 2,275 | $81.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,166 | $149.2K | 0.02% | +1,569+60.4% | Added |
| Metropolitan Life Insurance Co | 4,586 | $164.2K | 0.01% | −55−1.2% | Reduced |
| Harbour Investments, Inc. | 4,638 | $166.1K | 0.01% | +570+14.0% | Added |
| State of Wyoming | 5,483 | $196.3K | 0.06% | +5,483 | New |
| GFS Advisors, LLC | 5,670 | $203.0K | 0.05% | +5,670 | New |
| Henshaw Capital LLC | 5,700 | $204.1K | 0.01% | +5,700 | New |
| Lazard Asset Management LLC | 5,725 | $205.0K | 0.00% | −4,489−43.9% | Reduced |
| Tower Research Capital LLC (TRC) | 5,747 | $205.0K | 0.01% | +669+13.2% | Added |
| PEAK6 Investments LLC | 5,733 | $205.3K | 0.01% | +5,321+1,291.5% | Added |
| The PNC Financial Services Group, Inc. | 5,765 | $206.4K | 0.00% | −2,563−30.8% | Reduced |
| Ewa, LLC | 5,884 | $209.9K | 0.16% | +5,884 | New |
| Quadrature Capital Ltd | 5,973 | $214.0K | 0.01% | +5,973 | New |
| Canada Pension Plan Investment Board | 6,000 | $214.9K | 0.00% | +6,000 | New |
| Consolidated Planning Corp | 6,061 | $217.0K | 0.06% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,320 | $226.3K | 0.01% | +335+5.6% | Added |
| Cerity Partners LLC | 6,528 | $233.8K | 0.00% | −486−6.9% | Reduced |
| LPL Financial LLC | 6,565 | $235.1K | 0.00% | −1,854−22.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 6,704 | $240.1K | 0.23% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,730 | $241.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 6,931 | $248.2K | 0.00% | −822−10.6% | Reduced |
| Shell Asset Management Co | 6,988 | $250.0K | 0.01% | −24−0.3% | Reduced |
| Norinchukin Bank, The | 7,084 | $253.7K | 0.00% | +7,084 | New |
| Vestmark Advisory Solutions, Inc. | 7,160 | $256.4K | 0.01% | +140+2.0% | Added |
| Wolverine Trading, LLC | 7,437 | $258.0K | 0.01% | +7,437 | New |
| Point72 Asset Management, L.P. | 7,366 | $263.8K | 0.00% | +7,366 | New |
| DoubleLine ETF Adviser LP | 7,562 | $270.8K | 0.12% | +909+13.7% | Added |
| NewEdge Wealth, LLC | 7,566 | $271.0K | 0.01% | +140+1.9% | Added |
| Shelton Capital Management | 7,609 | $272.5K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 7,564 | $276.0K | 0.00% | −1,715−18.5% | Reduced |
| Oak Thistle LLC | 8,530 | $305.5K | 0.18% | −13,689−61.6% | Reduced |
| Fractal Investments LLC | 8,661 | $310.1K | 0.07% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,848 | $316.8K | 0.00% | −19,486−68.8% | Reduced |
| High Probability Advisors, LLC | 8,899 | $318.7K | 0.07% | 00.0% | Unchanged |
| Global Endowment Management, LP | 9,069 | $324.8K | 0.03% | −509−5.3% | Reduced |
| Advisor Group Holdings, Inc. | 9,157 | $327.4K | 0.00% | +1,320+16.8% | Added |
| Prelude Capital Management, LLC | 9,162 | $328.1K | 0.02% | +9,162 | New |
| Panagora Asset Management Inc | 10,044 | $359.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 10,589 | $379.2K | 0.00% | +571+5.7% | Added |
| Alps Advisors Inc | 10,915 | $390.9K | 0.00% | −1,303−10.7% | Reduced |
| Keeley-Teton Advisors, LLC | 10,940 | $391.8K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,973 | $392.0K | 0.00% | +401+3.8% | Added |
| Jane Street Group, LLC | 11,235 | $402.3K | 0.00% | −58,467−83.9% | Reduced |
| Kula Investments, LLC | 11,713 | $419.4K | 0.10% | −43,514−78.8% | Reduced |
| Maryland State Retirement & Pension System | 11,805 | $422.7K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 11,873 | $425.0K | 0.02% | +4,767+67.1% | Added |
| Donoghue Forlines LLC | 11,920 | $426.9K | 0.15% | +11,920 | New |
| Lockheed Martin Investment Management Co | 11,963 | $428.4K | 0.02% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 12,013 | $430.2K | 0.21% | 00.0% | Unchanged |
| Truist Financial Corp | 12,369 | $442.9K | 0.00% | −20,004−61.8% | Reduced |
| Raymond James & Associates | 12,748 | $456.5K | 0.00% | −394−3.0% | Reduced |