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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 2024

Institutional positions in Apartment Investment & Management Co as of Dec 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
201
+7 vs. Q3 2024
Shares held
123.7M
+4.49M (+3.8%) vs. Q3 2024
Total value
$1.12B
+$45.9M (+4.3%) vs. Q3 2024
New holders
29
68 more added
Sold out
22
73 more reduced

Compare with Q3 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 holdersQ4 2024: 201 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 2024: $1.12B
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 2024

Shares, value and share of portfolio for each institution holding Apartment Investment & Management Co; share changes are against Q3 2024.

Institutions holding AIV in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lindbrook Capital, LLC1$90.00%−48−98.0%Reduced
EverSource Wealth Advisors, LLC5$450.00%+5New
Sunbelt Securities, Inc.8$670.00%00.0%Unchanged
Dunhill Financial, LLC9$810.00%00.0%Unchanged
Allworth Financial LP15$1360.00%+15New
Cassady Schiller Wealth Management, LLC36$3270.00%+36New
Steward Partners Investment Advisory, LLC48$4360.00%00.0%Unchanged
Cornerstone Planning Group LLC67$6010.00%+67New
IFP Advisors, Inc0$6910.00%0New
Versant Capital Management, Inc103$9360.00%00.0%Unchanged
Hemington Wealth Management120$1.00K0.00%−27−18.4%Reduced
Jones Financial Companies LLLP114$1.04K0.00%+114New
Private Wealth Management Group, LLC116$1.05K0.00%00.0%Unchanged
Farther Finance Advisors, LLC128$1.16K0.00%00.0%Unchanged
Smartleaf Asset Management LLC183$1.53K0.00%+107+140.8%Added
Eagle Bay Advisors LLC181$1.65K0.00%00.0%Unchanged
Massmutual Trust Co FSB225$2.04K0.00%+72+47.1%Added
Rothschild Investment LLC245$2.23K0.00%+70+40.0%Added
Pacific Center for Financial Services247$2.25K0.00%00.0%Unchanged
Hilltop National Bank264$2.40K0.00%00.0%Unchanged
Parallel Advisors, LLC440$4.00K0.00%+408+1,275.0%Added
Investors Research Corp495$4.50K0.00%00.0%Unchanged
Optiver Holding B.V.557$5.06K0.00%−437−44.0%Reduced
Whittier Trust Co of Nevada Inc597$5.43K0.00%−83−12.2%Reduced
Quent Capital, LLC605$5.50K0.00%+605New
Aster Capital Management (DIFC) Ltd667$6.06K0.00%+129+24.0%Added
GAMMA Investing LLC845$7.68K0.00%+341+67.7%Added
Signaturefd, LLC968$8.80K0.00%+843+674.4%Added
Quadrant Capital Group LLC1,405$12.8K0.00%00.0%Unchanged
Huntington National Bank1,412$12.8K0.00%+57+4.2%Added
CWM, LLC1,531$14.0K0.00%−18−1.2%Reduced
Advisor Group Holdings, Inc.2,033$18.5K0.00%−134−6.2%Reduced
Capital Analysts, LLC2,048$19.0K0.00%+35+1.7%Added
Point72 Asia (Singapore) Pte. Ltd.2,247$20.4K0.01%+2,247New
GF Fund Management Co. Ltd.2,298$20.9K0.00%+2,298New
Covestor Ltd2,485$22.0K0.01%−4,742−65.6%Reduced
Sterling Capital Management LLC2,439$22.2K0.00%+2,110+641.3%Added
Mirae Asset Global Investments Co., Ltd.3,557$29.6K0.00%−1,502−29.7%Reduced
The PNC Financial Services Group, Inc.3,369$30.6K0.00%00.0%Unchanged
Point72 (DIFC) Ltd3,972$36.1K0.00%−2,883−42.1%Reduced
Amalgamated Bank4,744$43.0K0.00%−490−9.4%Reduced
Headlands Technologies LLC6,025$54.8K0.01%+6,025New
Point72 Asset Management, L.P.8,500$77.3K0.00%+8,500New
Fifth Third Bancorp9,405$85.5K0.00%+490+5.5%Added
Prudential Financial Inc10,286$88.8K0.00%−1,312−11.3%Reduced
Lee Financial Co10,000$90.9K0.01%00.0%Unchanged
Mackenzie Financial Corp10,188$92.6K0.00%−18−0.2%Reduced
Xponance, Inc.10,190$92.6K0.00%+10,190New
Cerity Partners LLC10,407$94.2K0.00%+10,407New
Legato Capital Management LLC10,471$95.2K0.01%00.0%Unchanged
Cetera Investment Advisers10,844$98.6K0.00%+112+1.0%Added
Jain Global LLC10,930$99.4K0.00%+10,930New
Landscape Capital Management, L.L.C.11,318$102.9K0.01%−293−2.5%Reduced
Legacy Wealth Asset Management, LLC11,546$105.0K0.03%+67+0.6%Added
US Bancorp11,602$105.5K0.00%+897+8.4%Added
SG Americas Securities, LLC12,551$114.0K0.00%−20,805−62.4%Reduced
Group One Trading, L.P.13,023$118.4K0.00%+3,882+42.5%Added
Quadrature Capital Ltd14,192$129.1K0.00%−11,699−45.2%Reduced
Ameritas Investment Partners, Inc.14,746$134.0K0.00%00.0%Unchanged
Metis Global Partners, LLC14,945$135.8K0.00%+1,526+11.4%Added
Public Employees Retirement Association of Colorado15,291$139.0K0.00%00.0%Unchanged
Royal Bank of Canada15,886$144.0K0.00%−6,166−28.0%Reduced
Victory Capital Management Inc16,022$145.6K0.00%−316−1.9%Reduced
AQR Capital Management LLC16,681$150.5K0.00%+3,851+30.0%Added
Nissay Asset Management Corp18,986$158.0K0.00%+610+3.3%Added
Macquarie Group Ltd17,788$161.7K0.00%−32,860−64.9%Reduced
Dark Forest Capital Management LP18,110$164.6K0.02%+7,232+66.5%Added
Corton Capital Inc.18,140$164.9K0.09%+1,131+6.6%Added
Vestmark Advisory Solutions, Inc.18,628$169.3K0.01%−305−1.6%Reduced
Mather Group, LLC.18,811$171.0K0.00%−2,371−11.2%Reduced
M&T Bank Corp18,889$171.7K0.00%+231+1.2%Added
NewEdge Wealth, LLC19,148$174.1K0.00%+212+1.1%Added
FMR LLC19,193$174.5K0.00%+3,755+24.3%Added
Aigen Investment Management, LP19,223$174.7K0.03%−3,944−17.0%Reduced
Brevan Howard Capital Management LP20,117$182.9K0.00%+6,843+51.6%Added
Sumitomo Mitsui DS Asset Management Company, Ltd23,200$210.9K0.00%00.0%Unchanged
Entropy Technologies, LP23,275$211.6K0.02%+23,275New
Graham Capital Management, L.P.23,524$213.8K0.01%−44,962−65.7%Reduced
Engineers Gate Manager LP24,056$218.7K0.00%+1,428+6.3%Added
XTX Topco Ltd24,167$219.7K0.02%+24,167New
Verition Fund Management LLC25,258$229.6K0.00%−24,942−49.7%Reduced
Hollencrest Capital Management25,750$234.1K0.01%−32−0.1%Reduced
STRS Ohio25,800$234.5K0.00%00.0%Unchanged
Van Eck Associates Corp26,347$239.0K0.00%+1,901+7.8%Added
KLP Kapitalforvaltning AS26,515$241.0K0.00%+26,515New
Schonfeld Strategic Advisors LLC26,900$244.5K0.00%+9,589+55.4%Added
DekaBank Deutsche Girozentrale32,738$268.0K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey29,830$271.2K0.00%+29,830New
Gabelli Funds LLC30,000$272.7K0.00%00.0%Unchanged
IFM Investors Pty Ltd32,024$291.1K0.00%−967−2.9%Reduced
Russell Investments Group, Ltd.33,430$303.9K0.00%+1,084+3.4%Added
Tower Research Capital LLC (TRC)33,585$305.3K0.01%+14,204+73.3%Added
Standard Life Aberdeen plc37,561$315.1K0.00%+8,804+30.6%Added
American Century Companies Inc35,023$318.4K0.00%+35,023New
Arizona State Retirement System36,988$336.2K0.00%−544−1.4%Reduced
Stifel Financial Corp38,136$346.7K0.00%−337−0.9%Reduced
Toroso Investments, LLC39,147$355.8K0.00%−1,454−3.6%Reduced
ProShare Advisors LLC39,177$356.1K0.00%+12,296+45.7%Added
UniSuper Management Pty Ltd39,778$361.6K0.00%00.0%Unchanged
Pictet Asset Management Holding SA42,153$383.2K0.00%−4,181−9.0%Reduced