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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
Clear Street Markets LLC4$00.00%−18,000−100.0%Reduced
Signaturefd, LLC1$80.00%−423−99.8%Reduced
Lindbrook Capital, LLC1$80.00%−199−99.5%Reduced
Sunbelt Securities, Inc.4$310.00%00.0%Unchanged
Parallel Advisors, LLC32$2510.00%+31+3,100.0%Added
Glassman Wealth Services34$2660.00%−17−33.3%Reduced
Farther Finance Advisors, LLC45$3520.00%+20+80.0%Added
Advisory Services Network, LLC46$3600.00%+46New
Steward Partners Investment Advisory, LLC48$3760.00%00.0%Unchanged
Delta Asset Management LLC88$6890.00%00.0%Unchanged
Versant Capital Management, Inc103$8060.00%+60+139.5%Added
SJS Investment Consulting Inc.104$8150.00%00.0%Unchanged
GAMMA Investing LLC120$8920.00%+120New
Private Wealth Management Group, LLC116$9090.00%+116New
Pacific Center for Financial Services247$1.94K0.00%00.0%Unchanged
Umb Bank N A320$2.51K0.00%00.0%Unchanged
Investors Research Corp495$3.88K0.00%00.0%Unchanged
Able Wealth Management LLC495$3.88K0.00%+495New
Covestor Ltd837$6.00K0.00%−2−0.2%Reduced
First Command Advisory Services, Inc.809$6.33K0.00%00.0%Unchanged
Quadrant Capital Group LLC983$7.70K0.00%−707−41.8%Reduced
CWM, LLC1,201$9.00K0.00%+848+240.2%Added
Huntington National Bank1,967$15.4K0.00%+159+8.8%Added
Capital Analysts, LLC2,018$16.0K0.00%−421−17.3%Reduced
Allspring Global Investments Holdings, LLC2,820$22.1K0.00%−21,689−88.5%Reduced
The PNC Financial Services Group, Inc.3,193$25.0K0.00%−4,297−57.4%Reduced
Point72 Asia (Singapore) Pte. Ltd.4,359$34.1K0.01%+4,359New
Russell Investments Group, Ltd.5,092$39.9K0.00%+4,070+398.2%Added
Federated Hermes, Inc.7,173$56.2K0.00%−422,079−98.3%Reduced
FMR LLC7,979$62.5K0.00%+1,819+29.5%Added
Advisor Group Holdings, Inc.8,117$63.5K0.00%−1,321−14.0%Reduced
Lee Financial Co10,000$78.3K0.01%00.0%Unchanged
Legacy Wealth Asset Management, LLC10,717$83.9K0.03%−31−0.3%Reduced
Prudential Financial Inc11,478$89.9K0.00%−35,632−75.6%Reduced
Metropolitan Life Insurance Co11,728$91.8K0.00%−1,010−7.9%Reduced
Fifth Third Bancorp13,010$101.9K0.00%−2,416−15.7%Reduced
Amalgamated Bank13,176$103.0K0.00%−1,557−10.6%Reduced
US Bancorp13,882$108.7K0.00%−8,251−37.3%Reduced
Vident Advisory, LLC14,278$111.8K0.00%00.0%Unchanged
Mackenzie Financial Corp14,476$113.3K0.00%+4,252+41.6%Added
Ameritas Investment Partners, Inc.14,746$115.5K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado15,291$120.0K0.00%00.0%Unchanged
First Trust Advisors LP15,372$120.4K0.00%−247,480−94.2%Reduced
Toroso Investments, LLC16,549$129.6K0.00%+16,549New
Nissay Asset Management Corp17,708$138.7K0.00%+573+3.3%Added
Victory Capital Management Inc17,776$139.2K0.00%−210,385−92.2%Reduced
Principal Financial Group Inc18,426$144.3K0.00%−3,519−16.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.18,468$145.0K0.00%+5,507+42.5%Added
Vestmark Advisory Solutions, Inc.19,572$153.3K0.01%−279−1.4%Reduced
M&T Bank Corp19,618$153.8K0.00%−2,401−10.9%Reduced
NewEdge Wealth, LLC19,679$154.1K0.00%−279−1.4%Reduced
Van Eck Associates Corp20,496$160.0K0.00%+3,127+18.0%Added
Pictet & Cie (Europe) SA21,879$171.3K0.01%00.0%Unchanged
Sumitomo Mitsui DS Asset Management Company, Ltd23,200$181.7K0.00%00.0%Unchanged
Gateway Investment Advisers LLC23,674$185.4K0.00%−20,000−45.8%Reduced
ProShare Advisors LLC24,224$189.7K0.00%+4,944+25.6%Added
Brevan Howard Capital Management LP24,769$193.9K0.02%+24,769New
Cipher Capital LP25,033$196.0K0.06%+5,558+28.5%Added
Aigen Investment Management, LP25,135$196.8K0.04%+25,135New
Hollencrest Capital Management26,282$205.8K0.02%−700−2.6%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys26,360$206.4K0.00%+26,360New
Belvedere Trading LLC26,700$209.1K0.02%+26,700New
AQR Capital Management LLC27,003$211.4K0.00%−16,891−38.5%Reduced
Cozad Asset Management Inc27,500$215.3K0.02%−96−0.3%Reduced
Mather Group, LLC.27,760$217.4K0.00%−26,496−48.8%Reduced
Standard Life Aberdeen plc27,790$217.6K0.00%−2,209−7.4%Reduced
STRS Ohio29,800$233.0K0.00%−2,000−6.3%Reduced
Handelsbanken Fonder AB29,948$234.0K0.00%+3,300+12.4%Added
Wealth Enhancement Advisory Services, LLC31,547$247.0K0.00%+31,547New
Quantbot Technologies LP33,343$261.1K0.02%+30,602+1,116.5%Added
Arizona State Retirement System37,192$291.2K0.00%−892−2.3%Reduced
DekaBank Deutsche Girozentrale37,718$298.0K0.00%−49,086−56.5%Reduced
Daiwa Securities Group Inc.41,494$325.0K0.00%−2,189−5.0%Reduced
Pictet Asset Management Holding SA41,805$327.3K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)42,044$329.2K0.00%+21,130+101.0%Added
UniSuper Management Pty Ltd43,378$339.6K0.00%00.0%Unchanged
Stifel Financial Corp43,837$343.2K0.00%−4,364−9.1%Reduced
Beverly Hills Private Wealth, LLC44,825$351.0K0.09%+30,970+223.5%Added
Wells Fargo & Company47,041$368.3K0.00%+7,457+18.8%Added
Nisa Investment Advisors, LLC48,250$377.8K0.00%−6,288−11.5%Reduced
Simplex Trading, LLC48,625$380.0K0.01%+4,430+10.0%Added
Franklin Resources Inc49,296$386.0K0.00%+12,964+35.7%Added
Royal Bank of Canada49,415$387.0K0.00%+19,513+65.3%Added
Macquarie Group Ltd50,459$395.1K0.00%+17,155+51.5%Added
Point72 Middle East FZE52,988$414.9K0.03%+52,988New
Neuberger Berman Group LLC57,835$452.8K0.00%−6,179−9.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)58,634$459.1K0.00%−11,892−16.9%Reduced
Teacher Retirement System of Texas61,438$481.0K0.00%−184,348−75.0%Reduced
Group One Trading, L.P.61,631$482.6K0.02%−57,325−48.2%Reduced
HRT Financial LP62,125$486.0K0.00%−96,361−60.8%Reduced
New York State Common Retirement Fund62,790$491.6K0.00%+13,479+27.3%Added
State Board of Administration of Florida Retirement System64,445$504.6K0.00%00.0%Unchanged
State of Wisconsin Investment Board64,818$507.5K0.00%−24,451−27.4%Reduced
Janus Henderson Group PLC66,510$521.8K0.00%−124−0.2%Reduced
New York Life Investment Management LLC67,564$529.0K0.01%+18,422+37.5%Added
Citigroup Inc67,744$530.4K0.00%+22,784+50.7%Added
Itau Unibanco Holding S.A.67,100$535.5K0.02%+67,100New
State of Alaska, Department of Revenue68,744$537.0K0.01%−1,418−2.0%Reduced
Mirae Asset Global Investments Co., Ltd.69,557$544.6K0.00%+93+0.1%Added
Sawtooth Solutions, LLC72,026$564.0K0.02%−575−0.8%Reduced