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.
| 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 2023
Shares, value and share of portfolio for each institution holding Apartment Investment & Management Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Franklin Resources Inc | 49,296 | $386.0K | 0.00% | +12,964+35.7% | Added |
| Simplex Trading, LLC | 48,625 | $380.0K | 0.01% | +4,430+10.0% | Added |
| Nisa Investment Advisors, LLC | 48,250 | $377.8K | 0.00% | −6,288−11.5% | Reduced |
| Wells Fargo & Company | 47,041 | $368.3K | 0.00% | +7,457+18.8% | Added |
| Beverly Hills Private Wealth, LLC | 44,825 | $351.0K | 0.09% | +30,970+223.5% | Added |
| Stifel Financial Corp | 43,837 | $343.2K | 0.00% | −4,364−9.1% | Reduced |
| UniSuper Management Pty Ltd | 43,378 | $339.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 42,044 | $329.2K | 0.00% | +21,130+101.0% | Added |
| Pictet Asset Management Holding SA | 41,805 | $327.3K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 41,494 | $325.0K | 0.00% | −2,189−5.0% | Reduced |
| DekaBank Deutsche Girozentrale | 37,718 | $298.0K | 0.00% | −49,086−56.5% | Reduced |
| Arizona State Retirement System | 37,192 | $291.2K | 0.00% | −892−2.3% | Reduced |
| Quantbot Technologies LP | 33,343 | $261.1K | 0.02% | +30,602+1,116.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 31,547 | $247.0K | 0.00% | +31,547 | New |
| Handelsbanken Fonder AB | 29,948 | $234.0K | 0.00% | +3,300+12.4% | Added |
| STRS Ohio | 29,800 | $233.0K | 0.00% | −2,000−6.3% | Reduced |
| Standard Life Aberdeen plc | 27,790 | $217.6K | 0.00% | −2,209−7.4% | Reduced |
| Mather Group, LLC. | 27,760 | $217.4K | 0.00% | −26,496−48.8% | Reduced |
| Cozad Asset Management Inc | 27,500 | $215.3K | 0.02% | −96−0.3% | Reduced |
| AQR Capital Management LLC | 27,003 | $211.4K | 0.00% | −16,891−38.5% | Reduced |
| Belvedere Trading LLC | 26,700 | $209.1K | 0.02% | +26,700 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,360 | $206.4K | 0.00% | +26,360 | New |
| Hollencrest Capital Management | 26,282 | $205.8K | 0.02% | −700−2.6% | Reduced |
| Aigen Investment Management, LP | 25,135 | $196.8K | 0.04% | +25,135 | New |
| Cipher Capital LP | 25,033 | $196.0K | 0.06% | +5,558+28.5% | Added |
| Brevan Howard Capital Management LP | 24,769 | $193.9K | 0.02% | +24,769 | New |
| ProShare Advisors LLC | 24,224 | $189.7K | 0.00% | +4,944+25.6% | Added |
| Gateway Investment Advisers LLC | 23,674 | $185.4K | 0.00% | −20,000−45.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,200 | $181.7K | 0.00% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 21,879 | $171.3K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 20,496 | $160.0K | 0.00% | +3,127+18.0% | Added |
| NewEdge Wealth, LLC | 19,679 | $154.1K | 0.00% | −279−1.4% | Reduced |
| M&T Bank Corp | 19,618 | $153.8K | 0.00% | −2,401−10.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,572 | $153.3K | 0.01% | −279−1.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,468 | $145.0K | 0.00% | +5,507+42.5% | Added |
| Principal Financial Group Inc | 18,426 | $144.3K | 0.00% | −3,519−16.0% | Reduced |
| Victory Capital Management Inc | 17,776 | $139.2K | 0.00% | −210,385−92.2% | Reduced |
| Nissay Asset Management Corp | 17,708 | $138.7K | 0.00% | +573+3.3% | Added |
| Toroso Investments, LLC | 16,549 | $129.6K | 0.00% | +16,549 | New |
| First Trust Advisors LP | 15,372 | $120.4K | 0.00% | −247,480−94.2% | Reduced |
| Public Employees Retirement Association of Colorado | 15,291 | $120.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,746 | $115.5K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,476 | $113.3K | 0.00% | +4,252+41.6% | Added |
| Vident Advisory, LLC | 14,278 | $111.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 13,882 | $108.7K | 0.00% | −8,251−37.3% | Reduced |
| Amalgamated Bank | 13,176 | $103.0K | 0.00% | −1,557−10.6% | Reduced |
| Fifth Third Bancorp | 13,010 | $101.9K | 0.00% | −2,416−15.7% | Reduced |
| Metropolitan Life Insurance Co | 11,728 | $91.8K | 0.00% | −1,010−7.9% | Reduced |
| Prudential Financial Inc | 11,478 | $89.9K | 0.00% | −35,632−75.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 10,717 | $83.9K | 0.03% | −31−0.3% | Reduced |
| Lee Financial Co | 10,000 | $78.3K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,117 | $63.5K | 0.00% | −1,321−14.0% | Reduced |
| FMR LLC | 7,979 | $62.5K | 0.00% | +1,819+29.5% | Added |
| Federated Hermes, Inc. | 7,173 | $56.2K | 0.00% | −422,079−98.3% | Reduced |
| Russell Investments Group, Ltd. | 5,092 | $39.9K | 0.00% | +4,070+398.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,359 | $34.1K | 0.01% | +4,359 | New |
| The PNC Financial Services Group, Inc. | 3,193 | $25.0K | 0.00% | −4,297−57.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,820 | $22.1K | 0.00% | −21,689−88.5% | Reduced |
| Capital Analysts, LLC | 2,018 | $16.0K | 0.00% | −421−17.3% | Reduced |
| Huntington National Bank | 1,967 | $15.4K | 0.00% | +159+8.8% | Added |
| CWM, LLC | 1,201 | $9.00K | 0.00% | +848+240.2% | Added |
| Quadrant Capital Group LLC | 983 | $7.70K | 0.00% | −707−41.8% | Reduced |
| First Command Advisory Services, Inc. | 809 | $6.33K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 837 | $6.00K | 0.00% | −2−0.2% | Reduced |
| Able Wealth Management LLC | 495 | $3.88K | 0.00% | +495 | New |
| Investors Research Corp | 495 | $3.88K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 320 | $2.51K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 247 | $1.94K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 116 | $909 | 0.00% | +116 | New |
| GAMMA Investing LLC | 120 | $892 | 0.00% | +120 | New |
| SJS Investment Consulting Inc. | 104 | $815 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 103 | $806 | 0.00% | +60+139.5% | Added |
| Delta Asset Management LLC | 88 | $689 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 48 | $376 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 46 | $360 | 0.00% | +46 | New |
| Farther Finance Advisors, LLC | 45 | $352 | 0.00% | +20+80.0% | Added |
| Glassman Wealth Services | 34 | $266 | 0.00% | −17−33.3% | Reduced |
| Parallel Advisors, LLC | 32 | $251 | 0.00% | +31+3,100.0% | Added |
| Sunbelt Securities, Inc. | 4 | $31 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1 | $8 | 0.00% | −423−99.8% | Reduced |
| Lindbrook Capital, LLC | 1 | $8 | 0.00% | −199−99.5% | Reduced |
| Clear Street Markets LLC | 4 | $0 | 0.00% | −18,000−100.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | −6−85.7% | Reduced |
| Land & Buildings Investment Management, LLC | 0 | $0 | 0.00% | −7,247,927−100.0% | Sold out |
| TOMS Capital Investment Management LP | 0 | $0 | 0.00% | −2,415,026−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,264,663−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,029,776−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −493,565−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −174,070−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −108,590−100.0% | Sold out |
| Centersquare Investment Management LLC | 0 | $0 | 0.00% | −77,900−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −68,024−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −45,097−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −42,935−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −27,475−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −23,332−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −23,032−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −22,528−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −22,219−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −20,296−100.0% | Sold out |