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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, Q3 2024

Institutional positions in Apartment Investment & Management Co as of Sep 30, 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
194
+10 vs. Q2 2024
Shares held
119.2M
+17.6M (+17.3%) vs. Q2 2024
Total value
$1.08B
+$235.7M (+28.0%) vs. Q2 2024
New holders
27
64 more added
Sold out
17
69 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 holdersQ3 2024: 194 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 heldQ3 2024: $1.08B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Apartment Investment & Management Co; share changes are against Q2 2024.

Institutions holding AIV in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Sunbelt Securities, Inc.8$720.00%00.0%Unchanged
Dunhill Financial, LLC9$810.00%+9New
Capital Performance Advisors LLP20$1810.00%+20New
Parallel Advisors, LLC32$2890.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC48$4340.00%00.0%Unchanged
Lindbrook Capital, LLC49$4430.00%−48−49.5%Reduced
Smartleaf Asset Management LLC76$6930.00%+50+192.3%Added
Riverview Trust Co79$7140.00%+79New
Versant Capital Management, Inc103$9310.00%00.0%Unchanged
Hemington Wealth Management147$1.00K0.00%+147New
Redmont Wealth Advisors LLC112$1.01K0.00%00.0%Unchanged
Private Wealth Management Group, LLC116$1.05K0.00%00.0%Unchanged
Signaturefd, LLC125$1.13K0.00%+124+12,400.0%Added
Farther Finance Advisors, LLC128$1.16K0.00%+8+6.7%Added
Massmutual Trust Co FSB153$1.38K0.00%00.0%Unchanged
Rothschild Investment LLC175$1.58K0.00%+145+483.3%Added
Eagle Bay Advisors LLC181$1.64K0.00%+46+34.1%Added
Pacific Center for Financial Services247$2.23K0.00%00.0%Unchanged
Hilltop National Bank264$2.39K0.00%00.0%Unchanged
Sterling Capital Management LLC329$2.97K0.00%+329New
Danske Bank A/S400$3.62K0.00%+400New
Investors Research Corp495$4.47K0.00%00.0%Unchanged
GAMMA Investing LLC504$4.56K0.00%+236+88.1%Added
Aster Capital Management (DIFC) Ltd538$4.86K0.00%+538New
Whittier Trust Co of Nevada Inc680$6.15K0.00%00.0%Unchanged
Optiver Holding B.V.994$8.99K0.00%−751−43.0%Reduced
Huntington National Bank1,355$12.2K0.00%+38+2.9%Added
Quadrant Capital Group LLC1,405$12.7K0.00%00.0%Unchanged
CWM, LLC1,549$14.0K0.00%+129+9.1%Added
Capital Analysts, LLC2,013$18.0K0.00%−5−0.2%Reduced
Advisor Group Holdings, Inc.2,167$19.6K0.00%+111+5.4%Added
The PNC Financial Services Group, Inc.3,369$30.5K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.5,059$46.2K0.00%+1,305+34.8%Added
Amalgamated Bank5,234$47.0K0.00%00.0%Unchanged
Catalyst Funds Management Pty Ltd6,000$54.2K0.01%+6,000New
Simplex Trading, LLC6,232$56.0K0.00%−8,415−57.5%Reduced
Point72 (DIFC) Ltd6,855$62.0K0.00%−11,654−63.0%Reduced
Covestor Ltd7,227$65.0K0.04%−2,169−23.1%Reduced
Fifth Third Bancorp8,915$80.6K0.00%−911−9.3%Reduced
Group One Trading, L.P.9,141$82.6K0.00%+9,141New
Lee Financial Co10,000$90.4K0.01%00.0%Unchanged
Mackenzie Financial Corp10,206$92.3K0.00%−20.0%Reduced
Legato Capital Management LLC10,471$94.7K0.01%+10,471New
US Bancorp10,705$96.8K0.00%+68+0.6%Added
Cetera Investment Advisers10,732$97.0K0.00%+101+1.0%Added
Dark Forest Capital Management LP10,878$98.3K0.01%+10,878New
Mariner, LLC11,018$99.6K0.00%+11,018New
Legacy Wealth Asset Management, LLC11,479$103.8K0.03%+133+1.2%Added
Principal Financial Group Inc11,499$104.0K0.00%−4,979−30.2%Reduced
Prudential Financial Inc11,598$104.8K0.00%−134−1.1%Reduced
Landscape Capital Management, L.L.C.11,611$105.0K0.01%+11,611New
AQR Capital Management LLC12,830$116.0K0.00%+1,089+9.3%Added
Brevan Howard Capital Management LP13,274$120.0K0.01%−2,090−13.6%Reduced
Metis Global Partners, LLC13,419$121.3K0.00%+2,882+27.4%Added
Vident Advisory, LLC14,508$131.2K0.00%−1,558−9.7%Reduced
Ameritas Investment Partners, Inc.14,746$133.3K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado15,291$138.0K0.00%00.0%Unchanged
FMR LLC15,438$139.6K0.00%+4,399+39.8%Added
Victory Capital Management Inc16,338$147.7K0.00%−698−4.1%Reduced
New York Life Investment Management LLC16,580$149.9K0.00%−12,629−43.2%Reduced
Corton Capital Inc.17,009$153.8K0.07%+3,369+24.7%Added
Fifth Lane Capital, LP17,280$156.2K0.40%+17,280New
Schonfeld Strategic Advisors LLC17,311$156.5K0.00%+17,311New
Nissay Asset Management Corp18,376$166.1K0.00%+887+5.1%Added
M&T Bank Corp18,658$168.7K0.00%−816−4.2%Reduced
Vestmark Advisory Solutions, Inc.18,933$171.2K0.01%+156+0.8%Added
NewEdge Wealth, LLC18,936$171.2K0.00%+52+0.3%Added
Tower Research Capital LLC (TRC)19,381$175.2K0.00%−5,722−22.8%Reduced
Sherbrooke Park Advisers LLC20,632$186.5K0.04%−15,007−42.1%Reduced
Mather Group, LLC.21,182$191.5K0.00%−3,907−15.6%Reduced
Royal Bank of Canada22,052$200.0K0.00%+3,616+19.6%Added
Engineers Gate Manager LP22,628$204.6K0.00%+6,488+40.2%Added
Aigen Investment Management, LP23,167$209.4K0.04%+23,167New
Sumitomo Mitsui DS Asset Management Company, Ltd23,200$209.7K0.00%00.0%Unchanged
Van Eck Associates Corp24,446$211.0K0.00%+2,683+12.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys24,986$225.9K0.00%00.0%Unchanged
Susquehanna International Group, LLP25,379$229.4K0.00%+14,719+138.1%Added
Hollencrest Capital Management25,782$233.1K0.01%00.0%Unchanged
STRS Ohio25,800$233.2K0.00%00.0%Unchanged
Quadrature Capital Ltd25,891$234.4K0.01%−2,404−8.5%Reduced
ProShare Advisors LLC26,881$243.0K0.00%+7,554+39.1%Added
Gsa Capital Partners LLP27,927$252.0K0.02%+27,927New
Standard Life Aberdeen plc28,757$260.0K0.00%+2,744+10.5%Added
Gabelli Funds LLC30,000$271.2K0.00%+30,000New
Boothbay Fund Management, LLC31,086$281.0K0.01%−43,006−58.0%Reduced
Intech Investment Management LLC31,606$285.7K0.00%+31,606New
Russell Investments Group, Ltd.32,346$292.4K0.00%+2,349+7.8%Added
DekaBank Deutsche Girozentrale32,738$296.0K0.00%00.0%Unchanged
IFM Investors Pty Ltd32,991$298.2K0.00%+312+1.0%Added
SG Americas Securities, LLC33,356$302.0K0.00%−105,952−76.1%Reduced
Arizona State Retirement System37,532$339.3K0.00%+1,045+2.9%Added
Stifel Financial Corp38,473$347.8K0.00%−996−2.5%Reduced
UniSuper Management Pty Ltd39,778$359.6K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC40,576$366.8K0.00%−8,945−18.1%Reduced
Toroso Investments, LLC40,601$367.0K0.00%+26,136+180.7%Added
Daiwa Securities Group Inc.42,923$388.0K0.00%+1,220+2.9%Added
Fox Run Management, L.L.C.42,983$388.6K0.09%+42,983New
New York State Common Retirement Fund43,117$389.8K0.00%−11,200−20.6%Reduced
Quest Partners LLC43,749$395.5K0.04%−176,601−80.1%Reduced
CWM Advisors, LLC45,449$410.9K0.04%+45,449New