Apartment Investment & Management Co
AIV- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000922864
No open-market purchases or sales by Apartment Investment & Management Co insiders were filed in the last 90 days; 154 institutions reported holding it in 13F filings for Q2 2026, worth $357.5M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Apartment Investment & Management Co 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
- 195
- +3 vs. Q3 2022
- Shares held
- 135.5M
- −3.16M (−2.3%) vs. Q3 2022
- Total value
- $964.7M
- −$47.5M (−4.7%) vs. Q3 2022
- New holders
- 19
- 70 more added
- Sold out
- 16
- 72 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 AIV 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 | 154 | $357.5M |
| Q1 2026 | 186 | $489.3M |
| Q4 2025 | 217 | $745.3M |
| Q3 2025 | 212 | $986.1M |
| Q2 2025 | 209 | $1.11B |
| Q1 2025 | 210 | $1.11B |
| Q4 2024 | 201 | $1.12B |
| Q3 2024 | 194 | $1.08B |
| Q2 2024 | 185 | $966.2M |
| Q1 2024 | 177 | $1.01B |
| Q4 2023 | 183 | $944.3M |
| Q3 2023 | 195 | $880.8M |
| Q2 2023 | 198 | $1.12B |
| Q1 2023 | 189 | $1.04B |
| Q4 2022 | 195 | $964.7M |
| Q3 2022 | 198 | $1.01B |
| Q2 2022 | 183 | $909.8M |
| Q1 2022 | 182 | $1.04B |
| Q4 2021 | 199 | $1.06B |
| Q3 2021 | 195 | $932.8M |
| Q2 2021 | 210 | $928.4M |
| Q1 2021 | 233 | $804.6M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Apartment Investment & Management Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 20 | $0 | 0.00% | −2−9.1% | Reduced |
| EverSource Wealth Advisors, LLC | 19 | $135 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 7 | $151 | 0.00% | −105−93.8% | Reduced |
| Farther Finance Advisors, LLC | 25 | $178 | 0.00% | +25 | New |
| Versant Capital Management, Inc | 43 | $306 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 46 | $328 | 0.00% | +46 | New |
| Steward Partners Investment Advisory, LLC | 48 | $342 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 51 | $363 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 62 | $441 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 104 | $740 | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 115 | $819 | 0.00% | −1,812−94.0% | Reduced |
| GWM Advisors LLC | 178 | $918 | 0.00% | +178 | New |
| Hoese & Co LLP | 104 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 104 | $1.00K | 0.00% | +99+1,980.0% | Added |
| Clearstead Advisors, LLC | 201 | $1.43K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 229 | $1.63K | 0.00% | +229 | New |
| Parallel Advisors, LLC | 244 | $1.74K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 269 | $1.92K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 352 | $2.00K | 0.00% | −3,105−89.8% | Reduced |
| Umb Bank N A | 320 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 386 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 300 | $2.00K | 0.00% | +300 | New |
| Cullen/Frost Bankers, Inc. | 297 | $2.12K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 396 | $2.82K | 0.00% | −29−6.8% | Reduced |
| CWM, LLC | 366 | $3.00K | 0.00% | −64−14.9% | Reduced |
| Delta Asset Management LLC | 472 | $3.36K | 0.00% | +472 | New |
| Investors Research Corp | 495 | $3.52K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 603 | $4.00K | 0.00% | −23−3.7% | Reduced |
| Point72 Middle East FZE | 619 | $4.41K | 0.00% | +619 | New |
| First Command Bank | 809 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 809 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,054 | $7.50K | 0.00% | −664−38.6% | Reduced |
| TCI Wealth Advisors, Inc. | 1,177 | $8.38K | 0.00% | +1,177 | New |
| Quadrant Capital Group LLC | 1,396 | $9.94K | 0.00% | −141−9.2% | Reduced |
| Huntington National Bank | 2,032 | $14.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,855 | $20.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,863 | $20.4K | 0.00% | −68−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,957 | $28.0K | 0.00% | −9,048−69.6% | Reduced |
| Citadel Advisors LLC | 5,716 | $40.7K | 0.00% | −10,624−65.0% | Reduced |
| FMR LLC | 6,771 | $48.2K | 0.00% | −4,677−40.9% | Reduced |
| Advisor Group Holdings, Inc. | 8,973 | $64.0K | 0.00% | +32+0.4% | Added |
| Lee Financial Co | 10,000 | $71.2K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 10,260 | $73.1K | 0.00% | −40,591−79.8% | Reduced |
| Mackenzie Financial Corp | 10,262 | $73.1K | 0.00% | −29−0.3% | Reduced |
| Raymond James & Associates | 10,385 | $73.9K | 0.00% | +10,385 | New |
| Legacy Wealth Asset Management, LLC | 10,643 | $75.8K | 0.03% | +281+2.7% | Added |
| Gotham Asset Management, LLC | 10,790 | $76.8K | 0.00% | −3,635−25.2% | Reduced |
| Prudential Financial Inc | 11,609 | $82.7K | 0.00% | +91+0.8% | Added |
| Ameritas Investment Partners, Inc. | 11,681 | $87.8K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 12,734 | $90.7K | 0.02% | +12,734 | New |
| Metropolitan Life Insurance Co | 13,745 | $97.9K | 0.00% | −38−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 14,175 | $100.0K | 0.00% | −98,030−87.4% | Reduced |
| Tri Locum Partners LP | 14,169 | $101.0K | 0.04% | +14,169 | New |
| HRT Financial LP | 14,331 | $102.0K | 0.00% | −45,665−76.1% | Reduced |
| Sherbrooke Park Advisers LLC | 14,600 | $104.0K | 0.08% | +14,600 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,591 | $104.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,291 | $109.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 15,432 | $109.9K | 0.02% | −23,269−60.1% | Reduced |
| Van Eck Associates Corp | 15,530 | $111.0K | 0.00% | +6,897+79.9% | Added |
| LMR Partners LLP | 16,104 | $114.7K | 0.00% | −13,700−46.0% | Reduced |
| M&T Bank Corp | 16,973 | $120.8K | 0.00% | −993−5.5% | Reduced |
| Good Life Advisors, LLC | 17,000 | $121.0K | 0.02% | +17,000 | New |
| Nissay Asset Management Corp | 17,732 | $126.3K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 18,753 | $133.5K | 0.05% | +322+1.7% | Added |
| State of Wisconsin Investment Board | 18,964 | $135.0K | 0.00% | −9,493−33.4% | Reduced |
| ProShare Advisors LLC | 19,275 | $137.2K | 0.00% | +2,763+16.7% | Added |
| Amalgamated Bank | 19,468 | $139.0K | 0.00% | +266+1.4% | Added |
| Vestmark Advisory Solutions, Inc. | 20,082 | $143.0K | 0.01% | +50+0.2% | Added |
| NewEdge Wealth, LLC | 20,189 | $143.7K | 0.01% | +50+0.2% | Added |
| Bayesian Capital Management, LP | 20,400 | $145.2K | 0.02% | +10,000+96.2% | Added |
| Jane Street Group, LLC | 20,578 | $146.5K | 0.00% | −5,037−19.7% | Reduced |
| US Bancorp | 21,520 | $153.2K | 0.00% | −459−2.1% | Reduced |
| Truist Financial Corp | 21,932 | $156.2K | 0.00% | +228+1.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,200 | $165.2K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 24,062 | $171.3K | 0.00% | −10,529−30.4% | Reduced |
| Fifth Third Bancorp | 24,844 | $176.9K | 0.00% | −1,147−4.4% | Reduced |
| Franklin Resources Inc | 26,101 | $185.8K | 0.00% | −136−0.5% | Reduced |
| Citigroup Inc | 26,565 | $189.1K | 0.00% | −20,906−44.0% | Reduced |
| Standard Life Aberdeen plc | 26,717 | $190.2K | 0.00% | −7,038−20.9% | Reduced |
| Hollencrest Capital Management | 27,032 | $192.5K | 0.02% | −1,500−5.3% | Reduced |
| Cozad Asset Management Inc | 27,596 | $196.5K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 28,934 | $206.0K | 0.07% | −8,893−23.5% | Reduced |
| Janus Henderson Group PLC | 30,257 | $215.6K | 0.00% | −20.0% | Reduced |
| Macquarie Group Ltd | 36,157 | $219.0K | 0.00% | +3,415+10.4% | Added |
| First Republic Investment Management, Inc. | 30,759 | $219.0K | 0.00% | +353+1.2% | Added |
| Handelsbanken Fonder AB | 32,148 | $229.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 32,190 | $229.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 32,738 | $233.1K | 0.01% | +32,738 | New |
| Contravisory Investment Management, Inc. | 33,349 | $237.4K | 0.07% | +4,479+15.5% | Added |
| Daiwa Securities Group Inc. | 42,477 | $302.0K | 0.00% | −593−1.4% | Reduced |
| Arizona State Retirement System | 42,932 | $305.7K | 0.00% | +1,441+3.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 43,720 | $311.0K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 45,981 | $327.0K | 0.04% | +45,981 | New |
| Nisa Investment Advisors, LLC | 49,073 | $349.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,325 | $365.4K | 0.00% | +6,887+15.5% | Added |
| Cipher Capital LP | 52,749 | $375.6K | 0.07% | −26,271−33.2% | Reduced |
| Bailard, Inc. | 54,695 | $389.4K | 0.01% | +26,595+94.6% | Added |
| Royal Bank of Canada | 54,656 | $390.0K | 0.00% | +26,686+95.4% | Added |