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 2026
Institutional positions in Apartment Investment & Management Co as of Mar 31, 2026. 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
- 186
- −26 vs. Q4 2025
- Shares held
- 120.2M
- +14.1M (+13.3%) vs. Q4 2025
- Total value
- $489.3M
- −$141.2M (−22.4%) vs. Q4 2025
- New holders
- 52
- 57 more added
- Sold out
- 78
- 53 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Apartment Investment & Management Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | −10,351−99.9% | Reduced |
| Rothschild Investment LLC | 2 | $8 | 0.00% | −78−97.5% | Reduced |
| Sunbelt Securities, Inc. | 8 | $33 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $34 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $40 | 0.00% | +10 | New |
| Evolution Wealth Management Inc. | 24 | $98 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 27 | $110 | 0.00% | −527−95.1% | Reduced |
| Essential Partners LLC | 35 | $142 | 0.00% | −969−96.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 48 | $195 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 88 | $358 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 111 | $452 | 0.00% | +111 | New |
| Harbour Investments, Inc. | 121 | $492 | 0.00% | +121 | New |
| Bare Financial Services, Inc | 122 | $497 | 0.00% | +122 | New |
| US Bancorp | 131 | $533 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 136 | $546 | 0.00% | −1,244−90.1% | Reduced |
| Rialto Wealth Management, LLC | 139 | $566 | 0.00% | +139 | New |
| Umb Bank N A | 142 | $578 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 160 | $652 | 0.00% | −146,004−99.9% | Reduced |
| Signaturefd, LLC | 188 | $765 | 0.00% | +187+18,700.0% | Added |
| Pacific Center for Financial Services | 247 | $1.01K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 264 | $1.07K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 269 | $1.09K | 0.00% | +200+289.9% | Added |
| IFP Advisors, Inc | 274 | $1.11K | 0.00% | −69−20.1% | Reduced |
| MAI Capital Management | 279 | $1.14K | 0.00% | +117+72.2% | Added |
| Fifth Third Bancorp | 288 | $1.17K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 336 | $1.37K | 0.00% | −1,197−78.1% | Reduced |
| Root Financial Partners, LLC | 480 | $1.95K | 0.00% | +480 | New |
| Investors Research Corp | 495 | $2.02K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 605 | $2.46K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 826 | $3.36K | 0.00% | +826 | New |
| Quadrant Capital Group LLC | 1,224 | $4.98K | 0.00% | −3,417−73.6% | Reduced |
| Versant Capital Management, Inc | 1,620 | $6.59K | 0.00% | +453+38.8% | Added |
| Parallel Advisors, LLC | 1,754 | $7.14K | 0.00% | −2,904−62.3% | Reduced |
| Jones Financial Companies LLLP | 1,852 | $7.32K | 0.00% | +1,031+125.6% | Added |
| Rockefeller Capital Management L.P. | 2,009 | $8.18K | 0.00% | +2,009 | New |
| GF Fund Management Co. Ltd. | 2,071 | $8.43K | 0.00% | −175−7.8% | Reduced |
| Larson Financial Group LLC | 2,105 | $8.57K | 0.00% | +2,105 | New |
| Advisor Group Holdings, Inc. | 2,124 | $8.65K | 0.00% | −729−25.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,785 | $11.3K | 0.00% | −1,166−29.5% | Reduced |
| CWM, LLC | 2,889 | $11.8K | 0.00% | −2,841−49.6% | Reduced |
| WealthCollab, LLC | 3,416 | $13.9K | 0.01% | +113+3.4% | Added |
| Tower Research Capital LLC (TRC) | 3,567 | $14.5K | 0.00% | −5,247−59.5% | Reduced |
| FMR LLC | 3,623 | $14.7K | 0.00% | −2,237−38.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,663 | $14.9K | 0.00% | +2,306+169.9% | Added |
| FNY Investment Advisers, LLC | 4,000 | $16.0K | 0.01% | +4,000 | New |
| Royal Bank of Canada | 5,497 | $23.0K | 0.00% | −3,610−39.6% | Reduced |
| State of Alaska, Department of Revenue | 7,554 | $30.0K | 0.00% | −64,303−89.5% | Reduced |
| Bessemer Group Inc | 7,634 | $31.0K | 0.00% | +7,618+47,612.5% | Added |
| Nisa Investment Advisors, LLC | 7,979 | $32.5K | 0.00% | −6,372−44.4% | Reduced |
| Lee Financial Co | 10,000 | $40.7K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 10,666 | $43.4K | 0.00% | −2,005−15.8% | Reduced |
| Nine Masts Capital Ltd | 10,836 | $44.1K | 0.01% | −109,164−91.0% | Reduced |
| State of Wisconsin Investment Board | 11,854 | $48.2K | 0.00% | −49,350−80.6% | Reduced |
| Teacher Retirement System of Texas | 12,630 | $51.4K | 0.00% | −10,342−45.0% | Reduced |
| Doheny Asset Management | 13,000 | $53.0K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 13,573 | $55.2K | 0.00% | +13,573 | New |
| Group One Trading, L.P. | 13,647 | $55.5K | 0.00% | +13,647 | New |
| Thrivent Financial for Lutherans | 14,138 | $58.0K | 0.00% | +14,138 | New |
| Simplex Trading, LLC | 14,399 | $58.6K | 0.00% | +14,399 | New |
| Sage Investment Counsel LLC | 15,000 | $61.0K | 0.07% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,291 | $62.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 15,307 | $62.3K | 0.00% | −1,478,225−99.0% | Reduced |
| Daymark Wealth Partners, LLC | 15,804 | $64.3K | 0.00% | +15,804 | New |
| DGS Capital Management, LLC | 16,196 | $65.9K | 0.01% | +16,196 | New |
| Scientech Research LLC | 17,210 | $70.0K | 0.06% | +17,210 | New |
| Caxton Associates LLP | 19,330 | $78.7K | 0.00% | +19,330 | New |
| Pictet Asset Management Holding SA | 19,926 | $81.1K | 0.00% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 20,000 | $81.4K | 0.01% | +20,000 | New |
| United Capital Financial Advisers, LLC | 20,491 | $83.4K | 0.00% | +20,491 | New |
| Allianz Asset Management GmbH | 21,915 | $89.2K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 22,311 | $90.8K | 0.00% | +6,840+44.2% | Added |
| State of Wyoming | 23,179 | $94.3K | 0.01% | −25,844−52.7% | Reduced |
| Prelude Capital Management, LLC | 25,314 | $103.0K | 0.01% | +25,314 | New |
| Vestcor Inc | 26,623 | $108.0K | 0.00% | +26,623 | New |
| KLP Kapitalforvaltning AS | 28,915 | $117.7K | 0.00% | 00.0% | Unchanged |
| T3 Companies, LLC | 30,000 | $122.1K | 0.17% | +17,000+130.8% | Added |
| Resonant Capital Advisors, LLC | 30,127 | $122.6K | 0.01% | +30,127 | New |
| Vanguard Investments Australia, Ltd. | 31,815 | $129.5K | 0.00% | +31,815 | New |
| Mercer Global Advisors Inc | 31,941 | $130.0K | 0.00% | +12,041+60.5% | Added |
| Lazard Asset Management LLC | 32,276 | $131.4K | 0.00% | +12,485+63.1% | Added |
| Arizona State Retirement System | 37,268 | $151.7K | 0.00% | −433−1.1% | Reduced |
| Avise Financial Cooperative, Inc. | 37,397 | $152.2K | 0.13% | +5,455+17.1% | Added |
| Victory Capital Management Inc | 37,958 | $154.5K | 0.00% | +895+2.4% | Added |
| Voloridge Investment Management, LLC | 41,228 | $167.8K | 0.00% | +3,139+8.2% | Added |
| Clear Harbor Asset Management, LLC | 42,900 | $174.6K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 46,889 | $190.8K | 0.00% | −766,070−94.2% | Reduced |
| GTS Securities LLC | 50,136 | $204.1K | 0.01% | +50,136 | New |
| BNP Paribas Arbitrage, SA | 50,994 | $207.5K | 0.00% | −236,531−82.3% | Reduced |
| Brevan Howard Capital Management LP | 53,050 | $215.9K | 0.00% | +53,050 | New |
| Deltec Asset Management LLC | 54,257 | $220.8K | 0.04% | +54,257 | New |
| Intech Investment Management LLC | 55,360 | $225.3K | 0.00% | −7,041−11.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 55,745 | $226.9K | 0.00% | −17,952−24.4% | Reduced |
| Worth Venture Partners, LLC | 57,900 | $235.7K | 0.75% | +13,500+30.4% | Added |
| Legal & General Group Plc | 61,984 | $252.3K | 0.00% | −514,976−89.3% | Reduced |
| SG Americas Securities, LLC | 62,274 | $253.0K | 0.00% | −54,277−46.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 64,042 | $260.7K | 0.00% | +64,042 | New |
| Toroso Investments, LLC | 65,722 | $267.5K | 0.00% | +17,104+35.2% | Added |
| Janus Henderson Group PLC | 65,830 | $267.6K | 0.00% | 00.0% | Unchanged |
| Amundi | 66,691 | $271.4K | 0.00% | −18,233−21.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 72,167 | $293.7K | 0.00% | +72,167 | New |