Apartment Income REIT Corp (AIRC) Ownership

35.83 ↑1.11 (3.18%)

As of March 31, 2023, 3:58pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Apartment Income REIT Corp (AIRC), owning a total of 22.5 million shares. Combined, the top 23 institutional holders of AIRC own 83.67% of the company with a total of 124.8 million shares.

In the latest ownership report on December 31st 2022, the top 23 institutional holders increased their combined ownership of AIRC by 2.4 million shares. 8 institutions bought 3,348,610 total additional shares and increased their ownership by an average of 345.16%. However 5 institutions sold 928,744 total shares and decreased their ownership by an average of 4.76%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Apartment Income REIT Corp increased by a net total of 2,419,866 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	15.079%	-0.962%	22,483,609	-218,332	2022-12-31
BlackRock Inc	11.764%	3.517%	17,540,802	595,978	2022-12-31
State Street Corporation	5.642%	0.640%	8,412,456	53,474	2022-12-31
Principal Financial Group Inc	5.634%	-2.972%	8,400,969	-257,297	2022-12-31
Rush Island Management, LP	1.864%	40.415%	2,779,568	800,025	2022-12-31
Duff & Phelps Inv Mgmt Co (IL)	1.463%	-0.194%	2,181,964	-4,250	2022-12-31
Dimensional Fund Advisors, Inc.	1.438%	-5.558%	2,144,504	-126,216	2022-12-31
Northern Trust Corp	1.319%	-14.096%	1,966,278	-322,649	2022-12-31
Charles Schwab Investment Management Inc	1.284%	1.580%	1,914,762	29,790	2022-12-31
Bank of New York Mellon Corp	1.217%	10.149%	1,814,112	167,145	2022-12-31
Balyasny Asset Management LLC	1.048%	2,690.850%	1,561,843	1,505,880	2022-12-31
CBRE Investment Management Listed Real Assets LLC	1.044%	1.090%	1,556,420	16,783	2022-12-31
NORGES BANK	1.042%	13.062%	1,554,042	179,535	2022-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	15.079%	-0.962%	22,483,609	-218,332	2022-12-31
Cohen & Steers Inc	14.139%	-2.687%	21,082,067	-582,024	2022-09-30
BlackRock Inc	11.764%	3.517%	17,540,802	595,978	2022-12-31
State Street Corporation	5.642%	0.640%	8,412,456	53,474	2022-12-31
Principal Financial Group Inc	5.634%	-2.972%	8,400,969	-257,297	2022-12-31
FMR Inc	4.283%	-1.361%	6,385,755	-88,092	2022-09-30
JPMorgan Chase & Co	4.218%	12.106%	6,288,899	679,128	2022-09-30
Daiwa Securities Group Inc	2.075%	-1.522%	3,094,321	-47,812	2022-09-30
Deutsche Bank AG	2.051%	-15.769%	3,050,225	-571,018	2022-09-30
Geode Capital Management, LLC	2.040%	27.965%	3,041,229	664,609	2022-09-30
Rush Island Management, LP	1.864%	40.415%	2,779,568	800,025	2022-12-31
CI Investments Inc	1.742%	-0.888%	2,597,591	-23,263	2022-09-30
Duff & Phelps Inv Mgmt Co (IL)	1.463%	-0.194%	2,181,964	-4,250	2022-12-31
Dimensional Fund Advisors, Inc.	1.438%	-5.558%	2,144,504	-126,216	2022-12-31
Northern Trust Corp	1.319%	-14.096%	1,966,278	-322,649	2022-12-31
Charles Schwab Investment Management Inc	1.284%	1.580%	1,914,762	29,790	2022-12-31
Bank of New York Mellon Corp	1.217%	10.149%	1,814,112	167,145	2022-12-31
Nuveen Asset Management, LLC	1.195%	7.270%	1,782,008	120,774	2022-09-30
Long Pond Capital, LP	1.091%	4.052%	1,622,956	63,199	2022-09-30
Balyasny Asset Management LLC	1.048%	2,690.850%	1,561,843	1,505,880	2022-12-31
CBRE Investment Management Listed Real Assets LLC	1.044%	1.090%	1,556,420	16,783	2022-12-31
NORGES BANK	1.042%	13.062%	1,554,042	179,535	2022-12-31
Neuberger Berman Group LLC	0.997%	33.325%	1,525,400	381,275	2022-09-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of Apartment Income REIT Corp (AIRC), owning a total of 6.7 million shares. Combined, the top 25 mutual fund holders of AIRC own 38.19% of the company with a total of 57 million shares.

In the latest ownership report on February 28th 2023, the top 25 fund holders increased their combined ownership of AIRC by 115 thousand shares. 8 funds bought 123,570 total additional shares and increased their ownership by an average of 0.62%. However 2 funds sold 238,492 total shares and decreased their ownership by an average of 2.58%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Apartment Income REIT Corp decreased by a net total of -114,922 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.467%	-3.187%	6,660,516	-219,276	2023-02-28
iShares Core S&P Mid-Cap ETF	3.131%	0.114%	4,668,962	5,304	2023-02-28
Vanguard Total Stock Mkt Idx Inv	3.117%	0.421%	4,647,220	19,489	2023-02-28
Vanguard Small Cap Index	2.646%	0.610%	3,945,870	23,912	2023-02-28
Principal Real Estate Securities R5	1.898%	0.627%	2,830,569	17,645	2023-02-28
Vanguard Small Cap Value Index Inv	1.868%	0.936%	2,784,563	25,833	2023-02-28
Vanguard Extended Market Index Investor	1.375%	0.234%	2,049,993	4,788	2023-02-28
SPDR® S&P MIDCAP 400 ETF Trust	0.906%	1.835%	1,350,175	24,328	2023-02-28
iShares S&P Mid-Cap 400 Value ETF	0.753%	0.203%	1,122,178	2,271	2023-02-28
Vanguard Real Estate II Index	0.642%	-1.967%	957,703	-19,216	2023-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.467%	-3.187%	6,660,516	-219,276	2023-02-28
iShares Core S&P Mid-Cap ETF	3.131%	0.114%	4,668,962	5,304	2023-02-28
Vanguard Total Stock Mkt Idx Inv	3.117%	0.421%	4,647,220	19,489	2023-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	3.089%	0.299%	4,605,051	13,721	2022-12-31
Cohen & Steers Real Estate Securities A	2.695%	-19.957%	4,017,759	-1,001,732	2022-12-31
Vanguard Small Cap Index	2.646%	0.610%	3,945,870	23,912	2023-02-28
Principal Real Estate Securities R5	1.898%	0.627%	2,830,569	17,645	2023-02-28
Vanguard Small Cap Value Index Inv	1.868%	0.936%	2,784,563	25,833	2023-02-28
Cohen & Steers Instl Realty Shares	1.817%	-16.912%	2,709,801	-551,547	2022-12-31
Cohen & Steers Realty Shares L	1.586%	-26.177%	2,364,717	-838,489	2022-12-31
Vanguard Extended Market Index Investor	1.375%	0.234%	2,049,993	4,788	2023-02-28
Fidelity US REIT Mother Fund	1.364%	6.788%	2,045,070	130,000	2022-03-15
Daiwa US-REIT Open Mother Fund	1.351%	-16.643%	2,014,057	-402,132	2022-09-20
SPDR® S&P MIDCAP 400 ETF Trust	0.906%	1.835%	1,350,175	24,328	2023-02-28
Fidelity® Real Estate Investment Port	0.760%	0.000%	1,133,068	0	2023-01-31
iShares S&P Mid-Cap 400 Value ETF	0.753%	0.203%	1,122,178	2,271	2023-02-28
DFA Real Estate Securities I	0.669%	0.000%	997,870	0	2023-01-31
DWS Global Real Estate Sec Focus Comp	0.654%	27.936%	979,925	213,976	2022-10-31
Vanguard Real Estate II Index	0.642%	-1.967%	957,703	-19,216	2023-02-28
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.626%	2.391%	933,975	21,805	2023-01-31
CI High Income Class A	0.613%	0.000%	913,483	0	2022-06-30
Strategic Advisers® Fidelity US TtlStk	0.555%	-13.182%	824,737	-125,223	2022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.539%	0.635%	824,058	5,200	2022-10-31
Nikko World REIT Mother	0.545%	-48.455%	813,118	-764,382	2022-08-22
State St S&P Midcap® Indx SL Cl II	0.530%	1.229%	790,732	9,600	2023-01-31