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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 2023

Institutional positions in Apartment Investment & Management Co as of Dec 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
183
−8 vs. Q3 2023
Shares held
120.6M
−6.85M (−5.4%) vs. Q3 2023
Total value
$944.3M
+$67.5M (+7.7%) vs. Q3 2023
New holders
24
54 more added
Sold out
32
80 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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.

Institutional holdersQ4 2023: 183 institutions
Q1 2021: 233 institutionsQ2 2021: 210 institutionsQ3 2021: 195 institutionsQ4 2021: 199 institutionsQ1 2022: 182 institutionsQ2 2022: 183 institutionsQ3 2022: 198 institutionsQ4 2022: 195 institutionsQ1 2023: 189 institutionsQ2 2023: 198 institutionsQ3 2023: 195 institutionsQ4 2023: 183 institutionsQ1 2024: 177 institutionsQ2 2024: 185 institutionsQ3 2024: 194 institutionsQ4 2024: 201 institutionsQ1 2025: 210 institutionsQ2 2025: 209 institutionsQ3 2025: 212 institutionsQ4 2025: 217 institutionsQ1 2026: 186 institutionsQ2 2026: 154 institutions
Value heldQ4 2023: $944.3M
Q1 2021: $804.6MQ2 2021: $928.4MQ3 2021: $932.8MQ4 2021: $1.06BQ1 2022: $1.04BQ2 2022: $909.8MQ3 2022: $1.01BQ4 2022: $964.7MQ1 2023: $1.04BQ2 2023: $1.12BQ3 2023: $880.8MQ4 2023: $944.3MQ1 2024: $1.01BQ2 2024: $966.2MQ3 2024: $1.08BQ4 2024: $1.12BQ1 2025: $1.11BQ2 2025: $1.11BQ3 2025: $986.1MQ4 2025: $745.3MQ1 2026: $489.3MQ2 2026: $357.5M
Institutions holding AIV and their total value by quarter
QuarterHoldersValue
Q2 2026154$357.5M
Q1 2026186$489.3M
Q4 2025217$745.3M
Q3 2025212$986.1M
Q2 2025209$1.11B
Q1 2025210$1.11B
Q4 2024201$1.12B
Q3 2024194$1.08B
Q2 2024185$966.2M
Q1 2024177$1.01B
Q4 2023183$944.3M
Q3 2023195$880.8M
Q2 2023198$1.12B
Q1 2023189$1.04B
Q4 2022195$964.7M
Q3 2022198$1.01B
Q2 2022183$909.8M
Q1 2022182$1.04B
Q4 2021199$1.06B
Q3 2021195$932.8M
Q2 2021210$928.4M
Q1 2021233$804.6M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Apartment Investment & Management Co; share changes are against Q3 2023.

Institutions holding AIV in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc19,689,715$154.2M0.00%−208,373−1.0%Reduced
Price T Rowe Associates Inc17,751,994$139.0M0.02%−7,0890.0%Reduced
BlackRock Inc.15,132,835$118.5M0.00%+1,025,401+7.3%Added
State Street Corp7,046,916$55.2M0.00%+58,808+0.8%Added
V3 Capital Management, L.P.6,583,685$51.6M14.18%+3,151,089+91.8%Added
Long Pond Capital, LP4,152,140$32.5M2.61%00.0%Unchanged
Geode Capital Management, LLC3,296,940$25.8M0.00%+86,161+2.7%Added
T. Rowe Price Investment Management, Inc.3,019,204$23.6M0.02%+487,188+19.2%Added
Millennium Management LLC2,951,080$23.1M0.02%−356,876−10.8%Reduced
Irenic Capital Management LP2,780,939$21.8M4.72%+2,319,208+502.3%Added
Verition Fund Management LLC2,493,569$19.5M0.20%−652,266−20.7%Reduced
Waterfront Capital Partners, LLC2,240,598$17.5M1.53%−109,132−4.6%Reduced
Dimensional Fund Advisors LP1,888,551$14.8M0.00%−79,853−4.1%Reduced
Charles Schwab Investment Management Inc1,773,481$13.9M0.00%+6,433+0.4%Added
Newtyn Management, LLC1,689,372$13.2M2.60%+1,457,507+628.6%Added
Morgan Stanley1,510,109$11.8M0.00%+1,065,106+239.3%Added
Solel Partners LP1,487,494$11.6M1.65%00.0%Unchanged
Bank of America Corp1,465,736$11.5M0.00%+917,550+167.4%Added
Northern Trust Corp1,398,433$10.9M0.00%−205,521−12.8%Reduced
Uniplan Investment Counsel, Inc.1,284,189$10.2M0.76%−142,208−10.0%Reduced
Colony Capital, Inc.1,253,973$9.82M1.01%+1,253,973New
Man Group plc1,245,034$9.75M0.03%––
Legal & General Group Plc977,184$7.65M0.00%+142,826+17.1%Added
D. E. Shaw & Co., Inc.755,991$5.92M0.01%−281,809−27.2%Reduced
UBS Asset Management Americas Inc703,175$5.51M0.00%+42,146+6.4%Added
Balyasny Asset Management LLC702,195$5.50M0.02%−591,581−45.7%Reduced
Bank of New York Mellon Corp645,149$5.05M0.00%−104,174−13.9%Reduced
HAP Trading, LLC628,385$4.92M1.44%−2,311,779−78.6%Reduced
JPMorgan Chase & Co572,850$4.49M0.00%−139,122−19.5%Reduced
Voya Investment Management LLC563,876$4.42M0.00%+18,612+3.4%Added
Nuveen Asset Management, LLC556,634$4.36M0.00%+610.0%Added
K2 Principal Fund, L.P.513,684$4.02M0.94%00.0%Unchanged
Qube Research & Technologies Ltd472,634$3.70M0.01%+237,565+101.1%Added
Barclays PLC441,040$3.45M0.00%+385,778+698.1%Added
Mutual of America Capital Management LLC394,562$3.09M0.04%−6,715−1.7%Reduced
Alyeska Investment Group, L.P.392,465$3.07M0.02%+392,465New
Anson Funds Management LP378,000$2.96M0.61%+378,000New
Norges Bank333,069$2.61M0.00%−920,648−73.4%Reduced
Goldman Sachs Group Inc327,398$2.56M0.00%−1,340,286−80.4%Reduced
Invesco Ltd.309,062$2.42M0.00%−57,777−15.7%Reduced
Western Standard LLC273,500$2.14M2.02%+273,500New
Swiss National Bank262,184$2.05M0.00%−31,600−10.8%Reduced
Rhumbline Advisers261,302$2.05M0.00%−1,352−0.5%Reduced
Tudor Investment Corp Et Al259,394$2.03M0.03%+43,353+20.1%Added
Jane Street Group, LLC252,872$1.98M0.00%+51,616+25.6%Added
ExodusPoint Capital Management, LP244,981$1.92M0.02%+210,888+618.6%Added
State of New Jersey Common Pension Fund D230,000$1.80M0.01%00.0%Unchanged
Asset Management One Co.,Ltd.209,091$1.67M0.01%−13,540−6.1%Reduced
UBS Group AG202,903$1.59M0.00%+82,829+69.0%Added
Alliancebernstein L.P.199,973$1.57M0.00%−617−0.3%Reduced
Boothbay Fund Management, LLC198,765$1.56M0.06%+198,765New
Thompson Siegel & Walmsley LLC197,978$1.55M0.03%−899,473−82.0%Reduced
Public Employees Retirement System of Ohio192,572$1.51M0.01%−2,683−1.4%Reduced
Credit Suisse AG192,370$1.51M0.00%−25,080−11.5%Reduced
Prelude Capital Management, LLC183,559$1.44M0.12%+183,559New
Cubist Systematic Strategies, LLC182,995$1.43M0.02%+58,442+46.9%Added
Great West Life Assurance Co166,286$1.30M0.00%+10,492+6.7%Added
Nomura Asset Management Co Ltd154,600$1.21M0.01%−3,900−2.5%Reduced
Citadel Advisors LLC148,225$1.16M0.00%−212,563−58.9%Reduced
Sumitomo Mitsui Trust Holdings, Inc.147,853$1.16M0.00%−1,663−1.1%Reduced
Susquehanna International Group, LLP144,907$1.13M0.00%−306,279−67.9%Reduced
California State Teachers Retirement System142,486$1.12M0.00%−8,459−5.6%Reduced
Susquehanna Portfolio Strategies, LLC134,563$1.05M0.02%+134,563New
Squarepoint Ops LLC113,471$888.5K0.00%+73,140+181.3%Added
Quest Partners LLC109,774$859.5K0.18%+109,774New
Caldwell Sutter Capital, Inc.104,700$819.8K0.42%00.0%Unchanged
SG Americas Securities, LLC104,370$817.0K0.01%+21,949+26.6%Added
Meros Investment Management, LP99,897$782.2K0.37%+99,897New
Amundi98,412$768.6K0.00%−13,094−11.7%Reduced
Northwestern Mutual Wealth Management Co94,666$741.2K0.00%−47,360−33.3%Reduced
Tolleson Wealth Management, Inc.89,185$698.0K0.14%00.0%Unchanged
Nebula Research & Development LLC87,650$686.3K0.21%+59,282+209.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.87,062$665.2K0.00%+7,552+9.5%Added
Envestnet Asset Management Inc84,458$661.3K0.00%−9,756−10.4%Reduced
HGI Capital Management, LLC80,287$628.6K0.71%+80,287New
MetLife Investment Management78,308$613.2K0.00%00.0%Unchanged
UBS Oconnor LLC77,150$604.1K0.02%+77,150New
HSBC Holdings PLC74,060$579.9K0.00%+12,686+20.7%Added
Campbell & CO Investment Adviser LLC72,823$570.2K0.05%+17,250+31.0%Added
American International Group, Inc.72,740$569.6K0.00%−1,329−1.8%Reduced
Manufacturers Life Insurance Company, The72,628$568.7K0.00%−473−0.6%Reduced
Sawtooth Solutions, LLC72,026$564.0K0.02%−575−0.8%Reduced
Bleakley Financial Group, LLC72,026$564.0K0.02%−575−0.8%Reduced
Mirae Asset Global Investments Co., Ltd.69,557$544.6K0.00%+93+0.1%Added
State of Alaska, Department of Revenue68,744$537.0K0.01%−1,418−2.0%Reduced
Itau Unibanco Holding S.A.67,100$535.5K0.02%+67,100New
Citigroup Inc67,744$530.4K0.00%+22,784+50.7%Added
New York Life Investment Management LLC67,564$529.0K0.01%+18,422+37.5%Added
Janus Henderson Group PLC66,510$521.8K0.00%−124−0.2%Reduced
State of Wisconsin Investment Board64,818$507.5K0.00%−24,451−27.4%Reduced
State Board of Administration of Florida Retirement System64,445$504.6K0.00%00.0%Unchanged
New York State Common Retirement Fund62,790$491.6K0.00%+13,479+27.3%Added
HRT Financial LP62,125$486.0K0.00%−96,361−60.8%Reduced
Group One Trading, L.P.61,631$482.6K0.02%−57,325−48.2%Reduced
Teacher Retirement System of Texas61,438$481.0K0.00%−184,348−75.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)58,634$459.1K0.00%−11,892−16.9%Reduced
Neuberger Berman Group LLC57,835$452.8K0.00%−6,179−9.7%Reduced
Point72 Middle East FZE52,988$414.9K0.03%+52,988New
Macquarie Group Ltd50,459$395.1K0.00%+17,155+51.5%Added
Royal Bank of Canada49,415$387.0K0.00%+19,513+65.3%Added