Apartment Invt & Mgmt Co. Class AAIV

13F holders, Q1 2024 (March 31)
177holders
5famous investors
$8.19avg. 13F price*

At the end of Q1 2024, 177 institutions reported holding Apartment Invt & Mgmt Co. Class A (AIV) in their 13F filings. The largest holders were Vanguard Group Inc. ($161.4M), T. Rowe Price Associates Inc. ($145.4M) and BlackRock Inc. ($120.0M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Apartment Invt & Mgmt Co. Class A
CUSIP
03748R747
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 177Q1 2024Q2 2024: 185Q2 2024Q3 2024: 194Q3 2024Q4 2024: 200Q4 2024Q1 2025: 209Q1 2025Q2 2025: 209Q2 2025Q3 2025: 212Q3 2025Q4 2025: 217Q4 2025Q1 2026: 186Q1 2026Q2 2026: 154Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions18$5.3M
Exits24$27.3M

Ownership 177 holders

Vanguard Group Inc. 0.00% Add +0.1% 19,711,648 $161.4M
T. Rowe Price Associates Inc. 0.02% No change 17,751,994 $145.4M
BlackRock Inc. 0.00% Reduce -3.1% 14,657,969 $120.0M
State Street Corp. 0.00% Reduce -11.1% 6,263,009 $51.3M
V3 Capital Management, L.P. 13.99% Reduce -14.9% 5,599,181 $45.9M
Millennium Management 0.04% Add +85.1% 5,463,649 $44.7M
Verition Fund Management LLC 0.36% Add +63.5% 4,076,677 $33.4M
Long Pond Capital, LP 1.76% Reduce -10.2% 3,728,106 $30.5M
Irenic Capital Management LP 8.26% Add +32.0% 3,671,789 $30.1M
Morgan Stanley 0.00% Add +127.4% 3,433,493 $28.1M
Geode Capital Management, LLC 0.00% Add +0.4% 3,310,759 $27.1M
T. Rowe Price Investment Management, Inc. 0.02% Add +1.4% 3,060,371 $25.1M
Newtyn Management, LLC 4.95% Add +77.6% 3,000,000 $24.6M
Dimensional Fund Advisors LP 0.00% Reduce -1.1% 1,868,387 $15.3M
Charles Schwab Investment Management Inc. 0.00% Add +1.6% 1,802,255 $14.8M
DigitalBridge Group, Inc. 1.19% Add +25.8% 1,577,159 $12.9M
Bank of America Corp. 0.00% Add +2.6% 1,503,396 $12.3M
Northern Trust Corp. 0.00% Reduce -3.3% 1,351,674 $11.1M
Waterfront Capital Partners, LLC 0.95% Reduce -44.2% 1,250,000 $10.2M
Uniplan Investment Counsel, Inc. 0.82% Reduce -3.0% 1,245,883 $10.2M
Man Group plc 0.03% Reduce -4.6% 1,187,225 $9.7M
Balyasny Asset Management L.P. 0.03% Add +67.6% 1,176,862 $9.6M
Legal & General Group Plc 0.00% Reduce -2.7% 950,753 $7.8M
ExodusPoint Capital Management, LP 0.08% Add +212.0% 764,256 $6.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +6.4% 748,453 $6.1M
Voya Investment Management LLC 0.01% Add +18.1% 665,845 $5.5M
D. E. Shaw & Co. 0.01% Reduce -16.1% 634,109 $5.2M
JPMorgan Chase & Co. 0.00% Add +7.1% 613,681 $5.0M
Bank of New York Mellon Corp 0.00% Reduce -5.8% 607,849 $5.0M
Qube Research & Technologies Ltd 0.01% Add +24.2% 586,914 $4.8M
Goldman Sachs Group Inc. 0.00% Add +67.6% 548,639 $4.5M
Nuveen Asset Management, LLC 0.00% Reduce -2.8% 541,224 $4.4M
Meros Investment Management, LP 1.78% Add +386.5% 486,030 $4.0M
Barclays PLC 0.00% Add +6.5% 469,603 $3.8M
Mutual of America Capital Management LLC 0.03% Reduce -4.0% 378,941 $3.1M
Norges Bank 0.00% Reduce -3.5% 321,299 $2.6M
Invesco Ltd. 0.00% Reduce -6.1% 290,210 $2.4M
Anson Funds Management LP 0.18% Reduce -28.0% 272,000 $2.2M
Rhumbline Advisers 0.00% Add +1.9% 266,158 $2.2M
Swiss National Bank 0.00% Reduce -1.2% 259,084 $2.1M
K2 Principal Fund, L.P. 1.06% Reduce -50.7% 253,284 $2.1M
Western Standard LLC 1.92% Reduce -8.9% 249,226 $2.0M
Prelude Capital Management, LLC 0.13% Add +25.2% 229,806 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -4.3% 220,000 $1.8M
Asset Management One Co., Ltd. 0.01% Reduce -5.7% 197,276 $1.6M
Thompson Siegel & Walmsley LLC 0.02% Reduce -0.8% 196,439 $1.6M
Credit Suisse AG/ 0.00% Add +0.8% 194,011 $1.6M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.05% Add +150.4% 193,200 $1.6M
UBS Group AG 0.00% Reduce -5.0% 192,832 $1.6M
Alliancebernstein L.P. 0.00% Reduce -4.1% 191,775 $1.6M
Public Employees Retirement System of Ohio 0.01% Reduce -0.6% 191,473 $1.6M
CANADA LIFE ASSURANCE Co 0.00% Add +3.5% 172,094 $1.4M
Renaissance Technologies 0.00% New 156,540 $1.3M
Nomura Asset Management Co. Ltd. 0.00% Reduce -0.4% 154,000 $1.3M
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 147,853 $1.2M
Bleakley Financial Group, LLC 0.03% Add +101.0% 144,803 $1.2M
Simplicity Wealth,LLC 0.03% New 144,803 $1.2M
Susquehanna Portfolio Strategies, LLC 0.03% Reduce -0.1% 134,468 $1.1M
California State Teachers Retirement System 0.00% Reduce -7.1% 132,362 $1.1M
Land & Buildings Investment Management, LLC 0.24% New 132,277 $1.1M
Citadel Advisors 0.00% Reduce -11.2% 131,637 $1.1M
Jump Financial, LLC 0.03% New 123,000 $1.0M
Tolleson Wealth Management, Inc. 0.19% Add +33.8% 119,369 $978K
Beverly Hills Private Wealth, LLC 0.21% Add +150.2% 112,168 $919K
Caldwell Sutter Capital, Inc. 0.41% No change 104,700 $857K
HSBC Holdings PLC 0.00% Add +36.6% 101,159 $827K
Northwestern Mutual Wealth Management Co. 0.00% No change 94,666 $775K
Jane Street Group, LLC 0.00% Reduce -65.0% 88,404 $724K
Boothbay Fund Management, LLC 0.02% Reduce -55.9% 87,628 $718K
Envestnet Asset Management Inc. 0.00% Add +3.6% 87,469 $716K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 87,062 $713K
Amundi 0.00% Reduce -11.8% 86,806 $674K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.6% 71,458 $585K
American International Group, Inc. 0.00% Reduce -2.2% 71,110 $582K
Squarepoint Ops LLC 0.00% Reduce -37.7% 70,739 $579K
MetLife Investment Management, LLC 0.00% Reduce -10.9% 69,736 $571K
State of Alaska, Department of Revenue 0.01% Reduce -0.7% 68,281 $558K
Janus Henderson Group PLC 0.00% Add +0.0% 66,513 $544K
State of Wisconsin Investment Board 0.00% Add +1.1% 65,497 $536K
Susquehanna International Group, LLP 0.00% Reduce -55.0% 65,148 $534K
First Trust Advisors LP 0.00% Add +305.4% 62,314 $510K
Neuberger Berman Group LLC 0.00% Add +6.1% 61,382 $503K
State Board of Administration of Florida Retirement System 0.00% Reduce -0.1% 64,375 $495K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -5.3% 65,875 $474K
Citigroup Inc. 0.00% Reduce -16.9% 56,318 $461K
New York State Common Retirement Fund 0.00% Reduce -13.4% 54,393 $445K
Resona Asset Management Co.,Ltd. 0.00% — 52,604 $431K
Wells Fargo & Company 0.00% Add +8.8% 51,180 $419K
Macquarie Group Ltd. 0.00% Add +0.4% 50,651 $415K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -13.9% 50,507 $414K
AlphaQuest LLC 0.07% Reduce -55.9% 48,445 $397K
Nisa Investment Advisors, LLC 0.00% Add +0.3% 48,421 $397K
Franklin Resources Inc. 0.00% Reduce -11.2% 43,796 $359K
UniSuper Management Pty Ltd 0.00% No change 43,378 $355K
Daiwa Securities Group Inc. 0.00% Add +3.6% 42,990 $352K
Pictet Asset Management Holding SA 0.00% Add +1.6% 42,468 $348K
Stifel Financial Corp. 0.00% Reduce -5.5% 41,409 $339K
Simplex Trading, LLC 0.01% Reduce -18.6% 39,567 $324K
Arizona State Retirement System 0.00% Reduce -3.1% 36,052 $295K
HGI Capital Management, LLC 0.31% Reduce -56.2% 35,191 $288K
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.1% 33,142 $271K
DekaBank Deutsche Girozentrale 0.00% Reduce -13.2% 32,738 $263K
Bank of Montreal 0.00% New 30,638 $251K
Handelsbanken Fonder AB 0.00% No change 29,948 $245K
Mather Group, Llc. 0.00% No change 27,760 $217K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% No change 26,360 $216K
Hollencrest Capital Management 0.01% No change 26,282 $215K
ProShare Advisors LLC 0.00% Add +7.0% 25,924 $212K
STRS Ohio 0.00% Reduce -13.4% 25,800 $211K
Aberdeen Group plc 0.00% Reduce -9.4% 25,172 $206K
Aigen Investment Management, LP 0.04% Reduce -0.3% 25,055 $205K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 23,200 $190K
New York Life Investment Management LLC 0.00% Reduce -69.2% 20,815 $170K
Van Eck Associates Corp. 0.00% Add +0.9% 20,682 $169K
M&T Bank Corp 0.00% Reduce -1.2% 19,379 $159K
AQR Capital Management 0.00% Reduce -29.5% 19,039 $156K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -3.0% 18,988 $156K
NewEdge Wealth, LLC 0.00% Reduce -3.4% 19,012 $154K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +0.0% 18,474 $151K
Nissay Asset Management Corp. /Japan 0.00% Add +3.5% 18,325 $150K
Victory Capital Management Inc. 0.00% Reduce -2.3% 17,366 $142K
Principal Financial Group Inc. 0.00% Reduce -10.6% 16,478 $135K
Vident Advisory, LLC 0.00% Add +15.2% 16,454 $135K
SG Americas Securities, LLC 0.00% Reduce -85.1% 15,541 $127K
Public Employees Retirement Association of Colorado 0.00% No change 15,291 $125K
Ameritas Investment Partners, Inc. 0.00% No change 14,746 $121K
US Bancorp \de 0.00% Reduce -3.8% 13,354 $109K
MQS Management LLC 0.06% New 13,084 $107K
Graham Capital Management, L.P. 0.01% New 12,295 $101K
Campbell & CO Investment Adviser LLC 0.01% Reduce -83.3% 12,143 $99K
Tidal Investments LLC 0.00% Reduce -27.2% 12,049 $99K
Prudential Financial Inc. 0.00% Add +2.3% 11,742 $96K
Walleye Capital LLC 0.00% New 11,651 $95K
Fifth Third Bancorp 0.00% Reduce -12.9% 11,328 $93K
Legacy Wealth Asset Management, LLC 0.03% Add +2.7% 11,003 $90K
Vestcor Inc 0.00% New 10,876 $89K
Metropolitan Life Insurance Co 0.00% Reduce -7.4% 10,859 $89K
Cetera Investment Advisers 0.00% New 10,477 $86K
Mackenzie Financial Corp. 0.00% Reduce -29.4% 10,215 $84K
Lee Financial Co 0.01% No change 10,000 $82K
Covestor Ltd 0.05% Add +1046.7% 9,598 $77K
Royal Bank of Canada 0.00% Reduce -81.6% 9,073 $75K
FMR LLC 0.00% Add +8.7% 8,676 $71K
Russell Investments Group, Ltd. 0.00% Add +10.9% 5,648 $46K
Osaic Holdings, Inc. 0.00% Reduce -31.0% 5,599 $46K
Amalgamated Bank 0.00% Reduce -60.3% 5,234 $43K
Lazard Asset Management LLC 0.00% New 4,734 $38K
Tower Research Capital LLC (TRC) 0.00% Reduce -91.4% 3,631 $30K
Allspring Global Investments Holdings, LLC 0.00% Add +26.7% 3,574 $29K
PNC Financial Services Group, Inc. 0.00% Add +0.6% 3,213 $26K
Capital Analysts, LLC 0.00% No change 2,018 $17K
Quadrant Capital Group LLC 0.00% Add +48.8% 1,463 $12K
Huntington National Bank 0.00% Reduce -29.2% 1,392 $11K
Federated Hermes, Inc. 0.00% Reduce -80.9% 1,371 $11K
Cwm, LLC 0.00% Add +10.1% 1,322 $11K
Catalyst Funds Management Pty Ltd 0.00% — 1,200 $10K
Towne Trust Company, N.A 0.00% New 500 $4K
Investors Research Corp 0.00% No change 495 $4K
UMB Bank, n.a. 0.00% No change 320 $3K
Hilltop National Bank 0.00% — 264 $2K
Pacific Center for Financial Services 0.00% No change 247 $2K
Bessemer Group Inc. 0.00% New 192 $2K
MassMutual Private Wealth & Trust, FSB 0.00% New 153 $1K
Eagle Bay Advisors LLC 0.00% New 135 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Private Wealth Management Group, LLC 0.00% No change 116 $951
Redmont Wealth Advisors LLC 0.00% New 112 $917
Farther Finance Advisors, LLC 0.00% Add +148.9% 112 $895
Versant Capital Management, Inc 0.00% No change 103 $844
Delta Asset Management LLC 0.00% No change 88 $721
GAMMA Investing LLC 0.00% Reduce -33.3% 80 $655
Steward Partners Investment Advisory, LLC 0.00% No change 48 $393
Parallel Advisors, LLC 0.00% No change 32 $262
Rothschild Investment LLC 0.00% New 15 $123
Sunbelt Securities, Inc. 0.00% No change 4 $33
Signaturefd, LLC 0.00% No change 1 $8
Lindbrook Capital, LLC 0.00% No change 1 $8

"% of holder's portfolio" is AIV's weight in each manager's 13F, not the share of Apartment Invt & Mgmt Co. Class A the manager owns.