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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, Q1 2024

Institutional positions in Apartment Investment & Management Co as of Mar 31, 2024. 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
177
−5 vs. Q4 2023
Shares held
123.3M
+2.81M (+2.3%) vs. Q4 2023
Total value
$1.01B
+$66.0M (+7.0%) vs. Q4 2023
New holders
20
55 more added
Sold out
25
75 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 177 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 heldQ1 2024: $1.01B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Apartment Investment & Management Co; share changes are against Q4 2023.

Institutions holding AIV in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Signaturefd, LLC1$80.00%00.0%Unchanged
Lindbrook Capital, LLC1$80.00%00.0%Unchanged
Sunbelt Securities, Inc.4$330.00%00.0%Unchanged
Rothschild Investment LLC15$1230.00%+15New
Parallel Advisors, LLC32$2620.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC48$3930.00%00.0%Unchanged
GAMMA Investing LLC80$6550.00%−40−33.3%Reduced
Delta Asset Management LLC88$7210.00%00.0%Unchanged
Versant Capital Management, Inc103$8440.00%00.0%Unchanged
Farther Finance Advisors, LLC112$8950.00%+67+148.9%Added
Redmont Wealth Advisors LLC112$9170.00%+112New
Private Wealth Management Group, LLC116$9510.00%00.0%Unchanged
Eagle Bay Advisors LLC135$1.11K0.00%+135New
Massmutual Trust Co FSB153$1.25K0.00%+153New
Bessemer Group Inc192$2.00K0.00%+192New
Pacific Center for Financial Services247$2.02K0.00%00.0%Unchanged
Hilltop National Bank264$2.16K0.00%+264New
Umb Bank N A320$2.62K0.00%00.0%Unchanged
Investors Research Corp495$4.05K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A500$4.09K0.00%+500New
Catalyst Funds Management Pty Ltd1,200$9.83K0.00%+1,200New
CWM, LLC1,322$11.0K0.00%+121+10.1%Added
Federated Hermes, Inc.1,371$11.2K0.00%−5,802−80.9%Reduced
Huntington National Bank1,392$11.4K0.00%−575−29.2%Reduced
Quadrant Capital Group LLC1,463$12.0K0.00%+480+48.8%Added
Capital Analysts, LLC2,018$17.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.3,213$26.3K0.00%+20+0.6%Added
Allspring Global Investments Holdings, LLC3,574$29.3K0.00%+754+26.7%Added
Tower Research Capital LLC (TRC)3,631$29.7K0.00%−38,413−91.4%Reduced
Lazard Asset Management LLC4,734$38.0K0.00%+4,734New
Amalgamated Bank5,234$43.0K0.00%−7,942−60.3%Reduced
Advisor Group Holdings, Inc.5,599$45.9K0.00%−2,518−31.0%Reduced
Russell Investments Group, Ltd.5,648$46.3K0.00%+556+10.9%Added
FMR LLC8,676$71.1K0.00%+697+8.7%Added
Royal Bank of Canada9,073$75.0K0.00%−40,342−81.6%Reduced
Covestor Ltd9,598$77.0K0.05%+8,761+1,046.7%Added
Lee Financial Co10,000$81.9K0.01%00.0%Unchanged
Mackenzie Financial Corp10,215$83.7K0.00%−4,261−29.4%Reduced
Cetera Investment Advisers10,477$85.8K0.00%+10,477New
Metropolitan Life Insurance Co10,859$88.9K0.00%−869−7.4%Reduced
Vestcor Inc10,876$89.0K0.00%+10,876New
Legacy Wealth Asset Management, LLC11,003$90.1K0.03%+286+2.7%Added
Fifth Third Bancorp11,328$92.8K0.00%−1,682−12.9%Reduced
Walleye Capital LLC11,651$95.4K0.00%+11,651New
Prudential Financial Inc11,742$96.2K0.00%+264+2.3%Added
Toroso Investments, LLC12,049$98.7K0.00%−4,500−27.2%Reduced
Campbell & CO Investment Adviser LLC12,143$99.5K0.01%−60,680−83.3%Reduced
Graham Capital Management, L.P.12,295$100.7K0.00%+12,295New
MQS Management LLC13,084$107.2K0.06%+13,084New
US Bancorp13,354$109.4K0.00%−528−3.8%Reduced
Ameritas Investment Partners, Inc.14,746$120.8K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado15,291$125.0K0.00%00.0%Unchanged
SG Americas Securities, LLC15,541$127.0K0.00%−88,829−85.1%Reduced
Vident Advisory, LLC16,454$134.8K0.00%+2,176+15.2%Added
Principal Financial Group Inc16,478$135.0K0.00%−1,948−10.6%Reduced
Victory Capital Management Inc17,366$142.2K0.00%−410−2.3%Reduced
Nissay Asset Management Corp18,325$150.1K0.00%+617+3.5%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.18,474$151.0K0.00%+60.0%Added
NewEdge Wealth, LLC19,012$154.2K0.00%−667−3.4%Reduced
Vestmark Advisory Solutions, Inc.18,988$155.5K0.01%−584−3.0%Reduced
AQR Capital Management LLC19,039$155.7K0.00%−7,964−29.5%Reduced
M&T Bank Corp19,379$158.6K0.00%−239−1.2%Reduced
Van Eck Associates Corp20,682$169.0K0.00%+186+0.9%Added
New York Life Investment Management LLC20,815$170.5K0.00%−46,749−69.2%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd23,200$190.0K0.00%00.0%Unchanged
Aigen Investment Management, LP25,055$205.2K0.04%−80−0.3%Reduced
Standard Life Aberdeen plc25,172$206.2K0.00%−2,618−9.4%Reduced
STRS Ohio25,800$211.0K0.00%−4,000−13.4%Reduced
ProShare Advisors LLC25,924$212.3K0.00%+1,700+7.0%Added
Hollencrest Capital Management26,282$215.3K0.01%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys26,360$215.9K0.00%00.0%Unchanged
Mather Group, LLC.27,760$217.4K0.00%00.0%Unchanged
Handelsbanken Fonder AB29,948$245.0K0.00%00.0%Unchanged
Bank of Montreal30,638$250.9K0.00%+30,638New
DekaBank Deutsche Girozentrale32,738$263.0K0.00%−4,980−13.2%Reduced
Wealth Enhancement Advisory Services, LLC33,142$271.4K0.00%+1,595+5.1%Added
HGI Capital Management, LLC35,191$288.2K0.31%−45,096−56.2%Reduced
Arizona State Retirement System36,052$295.3K0.00%−1,140−3.1%Reduced
Simplex Trading, LLC39,567$324.0K0.01%−9,058−18.6%Reduced
Stifel Financial Corp41,409$339.1K0.00%−2,428−5.5%Reduced
Pictet Asset Management Holding SA42,468$347.8K0.00%+663+1.6%Added
Daiwa Securities Group Inc.42,990$352.0K0.00%+1,496+3.6%Added
UniSuper Management Pty Ltd43,378$355.3K0.00%00.0%Unchanged
Franklin Resources Inc43,796$358.7K0.00%−5,500−11.2%Reduced
Nisa Investment Advisors, LLC48,421$396.6K0.00%+171+0.4%Added
Quest Partners LLC48,445$396.8K0.07%−61,329−55.9%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)50,507$413.7K0.00%−8,127−13.9%Reduced
Macquarie Group Ltd50,651$414.8K0.00%+192+0.4%Added
Wells Fargo & Company51,180$419.2K0.00%+4,139+8.8%Added
Resona Asset Management Co.,Ltd.52,604$430.8K0.00%+52,604New
New York State Common Retirement Fund54,393$445.5K0.00%−8,397−13.4%Reduced
Citigroup Inc56,318$461.2K0.00%−11,426−16.9%Reduced
Mirae Asset Global Investments Co., Ltd.65,875$473.7K0.00%−3,682−5.3%Reduced
State Board of Administration of Florida Retirement System64,375$495.0K0.00%−70−0.1%Reduced
Neuberger Berman Group LLC61,382$502.7K0.00%+3,547+6.1%Added
First Trust Advisors LP62,314$510.4K0.00%+46,942+305.4%Added
Susquehanna International Group, LLP65,148$533.6K0.00%−79,759−55.0%Reduced
State of Wisconsin Investment Board65,497$536.4K0.00%+679+1.0%Added
Janus Henderson Group PLC66,513$543.8K0.00%+30.0%Added
State of Alaska, Department of Revenue68,281$558.0K0.01%−463−0.7%Reduced