Skip to main content

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, Q2 2026

Institutional positions in Apartment Investment & Management Co as of Jun 30, 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
154
−27 vs. Q1 2026
Shares held
120.6M
+730.8K (+0.6%) vs. Q1 2026
Total value
$357.5M
−$130.4M (−26.7%) vs. Q1 2026
New holders
18
41 more added
Sold out
45
53 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 154 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 heldQ2 2026: $357.5M
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, Q2 2026

Shares, value and share of portfolio for each institution holding Apartment Investment & Management Co; share changes are against Q1 2026.

Institutions holding AIV in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Wealth Management Inc.24$710.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC48$1430.00%00.0%Unchanged
Optiver Holding B.V.50$1480.00%+50New
Fortitude Family Office, LLC82$2440.00%+82New
Harbour Investments, Inc.121$3590.00%00.0%Unchanged
Bare Financial Services, Inc122$3620.00%00.0%Unchanged
Oakmont Advisory Group, LLC125$3710.00%+125New
Wells Fargo & Company140$4150.00%−20−12.5%Reduced
Umb Bank N A142$4220.00%00.0%Unchanged
Farther Finance Advisors, LLC144$4270.00%+8+5.9%Added
IFP Advisors, Inc218$6470.00%−56−20.4%Reduced
Pacific Center for Financial Services247$7340.00%00.0%Unchanged
Hilltop National Bank264$7840.00%00.0%Unchanged
Cornerstone Financial Management LLC287$8520.00%+287New
Fifth Third Bancorp288$8550.00%00.0%Unchanged
Avion Wealth356$1.00K0.00%+356New
Parallel Advisors, LLC485$1.44K0.00%−1,269−72.3%Reduced
Investors Research Corp495$1.47K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.533$1.58K0.00%−2,252−80.9%Reduced
Allworth Financial LP547$1.63K0.00%+547New
EverSource Wealth Advisors, LLC573$1.70K0.00%+304+113.0%Added
Global Retirement Partners, LLC584$1.73K0.00%+584New
Quent Capital, LLC605$1.80K0.00%00.0%Unchanged
Group One Trading, L.P.649$1.93K0.00%−12,998−95.2%Reduced
Versant Capital Management, Inc1,006$2.99K0.00%−614−37.9%Reduced
Quarry LP1,070$3.18K0.00%+1,070New
GF Fund Management Co. Ltd.1,762$5.23K0.00%−309−14.9%Reduced
Rockefeller Capital Management L.P.2,009$5.97K0.00%00.0%Unchanged
Larson Financial Group LLC2,100$6.24K0.00%−5−0.2%Reduced
SRS Capital Advisors, Inc.2,304$6.84K0.00%+1,968+585.7%Added
Advisor Group Holdings, Inc.2,760$8.20K0.00%+636+29.9%Added
FMR LLC3,088$9.17K0.00%−535−14.8%Reduced
The PNC Financial Services Group, Inc.3,399$10.1K0.00%−264−7.2%Reduced
Nisa Investment Advisors, LLC4,014$11.9K0.00%−3,965−49.7%Reduced
Tower Research Capital LLC (TRC)4,555$13.5K0.00%+988+27.7%Added
Jones Financial Companies LLLP6,695$19.9K0.00%+4,843+261.5%Added
State of Alaska, Department of Revenue7,554$22.0K0.00%00.0%Unchanged
Bessemer Group Inc7,634$23.0K0.00%00.0%Unchanged
Simplex Trading, LLC8,734$25.9K0.00%−5,665−39.3%Reduced
Lee Financial Co10,000$29.7K0.00%00.0%Unchanged
StoneX Group Inc.10,980$32.6K0.00%+10,980New
Doheny Asset Management13,000$39.0K0.02%00.0%Unchanged
Signaturefd, LLC13,480$40.0K0.00%+13,292+7,070.2%Added
Royal Bank of Canada13,947$42.0K0.00%+8,450+153.7%Added
Y-Intercept (Hong Kong) Ltd14,332$42.6K0.00%−32,557−69.4%Reduced
Sage Investment Counsel LLC15,000$44.5K0.04%00.0%Unchanged
Amundi15,426$45.8K0.00%−51,265−76.9%Reduced
State of Wisconsin Investment Board15,814$47.0K0.00%+3,960+33.4%Added
Victory Capital Management Inc16,223$48.2K0.00%−21,735−57.3%Reduced
FNY Investment Advisers, LLC16,600$49.0K0.02%+12,600+315.0%Added
Pictet Asset Management Holding SA19,926$59.2K0.00%00.0%Unchanged
Corsair Capital Management, L.P.20,000$59.4K0.01%00.0%Unchanged
Diversified Trust Co20,698$61.5K0.00%+20,698New
ExodusPoint Capital Management, LP21,764$64.6K0.00%+21,764New
Allianz Asset Management GmbH21,915$65.1K0.00%00.0%Unchanged
Cetera Investment Advisers22,012$65.4K0.00%−299−1.3%Reduced
BNP Paribas Arbitrage, SA23,327$69.3K0.00%−27,667−54.3%Reduced
Vestcor Inc26,623$79.0K0.00%00.0%Unchanged
KLP Kapitalforvaltning AS28,915$85.9K0.00%00.0%Unchanged
Mercer Global Advisors Inc29,029$86.2K0.00%−2,912−9.1%Reduced
T3 Companies, LLC30,000$89.1K0.10%00.0%Unchanged
Macquarie Group Ltd31,744$94.3K0.00%+31,744New
Vanguard Investments Australia, Ltd.31,815$94.5K0.00%00.0%Unchanged
Arizona State Retirement System35,728$106.1K0.00%−1,540−4.1%Reduced
Quantbot Technologies LP36,166$107.4K0.00%+36,166New
Russell Investments Group, Ltd.39,844$118.3K0.00%−132,222−76.8%Reduced
Avise Financial Cooperative, Inc.40,235$119.5K0.08%+2,838+7.6%Added
Quantinno Capital Management LP41,741$124.0K0.00%−37,514−47.3%Reduced
Clear Harbor Asset Management, LLC42,050$124.9K0.01%−850−2.0%Reduced
Creative Planning44,924$133.4K0.00%+34,258+321.2%Added
Bank of America Corp48,530$144.1K0.00%−163,451−77.1%Reduced
State of Wyoming48,657$144.5K0.01%+25,478+109.9%Added
GTS Securities LLC50,325$149.5K0.00%+189+0.4%Added
JustInvest LLC52,111$154.8K0.00%+38,538+283.9%Added
Balyasny Asset Management LLC55,667$165.3K0.00%−53,623−49.1%Reduced
Worth Venture Partners, LLC57,900$172.0K0.39%00.0%Unchanged
Toroso Investments, LLC60,881$180.8K0.00%−4,841−7.4%Reduced
Jacobs Levy Equity Management, Inc60,990$181.1K0.00%−11,177−15.5%Reduced
Citigroup Inc63,226$187.8K0.00%−377,432−85.7%Reduced
AQR Capital Management LLC64,229$190.8K0.00%−49,123−43.3%Reduced
Jupiter Topco LLC65,830$195.2K0.00%+65,830New
Barclays PLC65,993$196.0K0.00%−121,414−64.8%Reduced
Connor, Clark & Lunn Investment Management Ltd.74,691$221.8K0.00%+10,649+16.6%Added
OP Asset Management Ltd80,564$239.3K0.00%−424,673−84.1%Reduced
Boothbay Fund Management, LLC80,574$239.3K0.00%−56,161−41.1%Reduced
XTX Topco Ltd81,207$241.2K0.00%−257,448−76.0%Reduced
Great West Life Assurance Co81,806$242.0K0.00%00.0%Unchanged
Jain Global LLC81,947$243.4K0.00%+81,947New
Legal & General Group Plc88,393$262.5K0.00%+26,409+42.6%Added
Vanguard Asset Management, Ltd88,812$263.8K0.00%00.0%Unchanged
UBS Group AG91,596$272.0K0.00%−766,873−89.3%Reduced
Caldwell Sutter Capital, Inc.98,458$292.4K0.11%−6,900−6.5%Reduced
Vanguard Fiduciary Trust Co112,123$333.0K0.00%00.0%Unchanged
California State Teachers Retirement System126,089$374.5K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)126,957$377.1K0.00%+31,444+32.9%Added
State of New Jersey Common Pension Fund D138,773$412.2K0.00%00.0%Unchanged
Squarepoint Ops LLC140,395$417.0K0.00%−198,812−58.6%Reduced
Evergreen Capital Management LLC152,585$453.2K0.01%+152,585New
Invesco Ltd.161,603$480.0K0.00%+8,738+5.7%Added
DRW Securities, LLC174,551$518.4K0.03%−6,416−3.5%Reduced