AIV — APARTMENT INVT & MGMT CO
Reported value held$213.36M
Funds holding (latest)39
SectorReal Estate
Funds holding (Q2 2026)22
Institutional value$36.45M · 29.41M sh
New / Add / Cut / Exit1 / 6 / 13 / 3
Top-5 / Top-10 concentration84.4% / 95.0%
Institutional holdings change
Accumulating +12.5%
(+3.27M sh)
Institutional value change
Down -0.5%
As of Q2 2026, 22 SEC-registered investment managers reported holding AIV (APARTMENT INVT & MGMT CO) in their latest 13F filings, with a combined reported value of $36.45M across 29.41M shares. That is +12.5% by share count (+3.27M shares) versus the previous quarter, while reported value moved -0.5%. Ownership is concentrated: the five largest holders account for 84.4% of reported value and the top ten for 95.0%.
Compared with the prior quarter, 1 opened new positions, 6 added to existing stakes, 13 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AIV is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Two Sigma Investments history | 4.73M | $14.04M | 0.01% | Add |
| BlackRock Inc history | 3.85M | $11.43M | 0.00% | Add |
| Citadel Advisors history | 835.33K | $2.48M | 0.00% | Add |
| Morgan Stanley history | 538.12K | $1.60M | 0.00% | Reduce |
| Goldman Sachs Group history | 405.95K | $1.21M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 358.36K | $1.08M | 0.00% | New |
| Geode Capital Management history | 281.19K | $834.04K | 0.00% | Add |
| Millennium Management history | 269.65K | $800.85K | 0.00% | Reduce |
| Northern Trust Corp history | 204.03K | $605.96K | 0.00% | Hold |
| Arrowstreet Capital history | 189.01K | $561.36K | 0.00% | Reduce |
| Invesco Ltd history | 161.60K | $479.96K | 0.00% | Add |
| UBS Group AG history | 91.60K | $272.04K | 0.00% | Reduce |
| Legal & General Investment Management America history | 88.39K | $262.53K | 0.00% | Add |
| AQR Capital Management history | 64.23K | $190.76K | 0.00% | Reduce |
| Citigroup Inc history | 63.23K | $187.78K | 0.00% | Reduce |
| Balyasny Asset Management history | 55.67K | $165.33K | 0.00% | Reduce |
| Bank of America Corp history | 48.53K | $144.13K | 0.00% | Reduce |
| T. Rowe Price Associates history | 17.16M | $50.96K | 0.01% | Hold |
| Amundi US history | 15.43K | $45.81K | 0.00% | Reduce |
| PNC Financial Services history | 3.40K | $10.09K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.09K | $9.17K | 0.00% | Reduce |
| Wells Fargo & Co history | 140 | $415 | 0.00% | Reduce |
Q1 2026 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.94M | $11.98M | 0.00% | Reduce |
| UBS Group AG history | 858.47K | $3.49M | 0.00% | Add |
| Two Sigma Investments history | 804.88K | $3.28M | 0.00% | New |
| Goldman Sachs Group history | 792.06K | $3.22M | 0.00% | Add |
| Morgan Stanley history | 607.61K | $2.47M | 0.00% | Reduce |
| Millennium Management history | 510.25K | $2.08M | 0.00% | Reduce |
| Citadel Advisors history | 450.45K | $1.83M | 0.00% | Reduce |
| Citigroup Inc history | 440.66K | $1.79M | 0.00% | Add |
| Geode Capital Management history | 276.77K | $1.12M | 0.00% | Reduce |
| Bank of America Corp history | 211.98K | $862.76K | 0.00% | Add |
| Northern Trust Corp history | 203.75K | $829.25K | 0.00% | Reduce |
| Arrowstreet Capital history | 197.23K | $802.74K | 0.00% | Reduce |
| Invesco Ltd history | 152.87K | $622.16K | 0.00% | Reduce |
| AQR Capital Management history | 113.35K | $461.34K | 0.00% | Reduce |
| Balyasny Asset Management history | 109.29K | $444.81K | 0.00% | New |
| Point72 Asset Management history | 76.38K | $310.88K | 0.00% | New |
| Amundi US history | 66.69K | $271.43K | 0.00% | Reduce |
| Janus Henderson Group history | 65.83K | $267.60K | 0.00% | Hold |
| Legal & General Investment Management America history | 61.98K | $252.28K | 0.00% | Reduce |
| Lazard Asset Management history | 32.28K | $131.36K | 0.00% | Add |
| T. Rowe Price Associates history | 17.16M | $69.83K | 0.01% | Reduce |
| PNC Financial Services history | 3.66K | $14.91K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3.62K | $14.74K | 0.00% | Reduce |
| Wells Fargo & Co history | 160 | $652 | 0.00% | Reduce |
Q4 2025 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 19.17M | $113.87M | 0.00% | Hold |
| BlackRock Inc history | 14.51M | $86.21M | 0.00% | Add |
| Geode Capital Management history | 3.38M | $20.09M | 0.00% | Add |
| Morgan Stanley history | 2.69M | $15.97M | 0.00% | Hold |
| Charles Schwab Investment Management history | 2.00M | $11.89M | 0.00% | Add |
| Millennium Management history | 1.41M | $8.38M | 0.00% | Reduce |
| Northern Trust Corp history | 1.28M | $7.59M | 0.00% | Reduce |
| Citadel Advisors history | 1.00M | $5.94M | 0.00% | Reduce |
| BNY Mellon history | 723.92K | $4.30M | 0.00% | Add |
| JPMorgan Chase & Co history | 633.40K | $3.76M | 0.00% | Reduce |
| Legal & General Investment Management America history | 576.96K | $3.43M | 0.00% | Add |
| Goldman Sachs Group history | 564.11K | $3.35M | 0.00% | Reduce |
| Arrowstreet Capital history | 501.26K | $2.98M | 0.00% | Reduce |
| D. E. Shaw & Co history | 327.17K | $1.94M | 0.00% | Reduce |
| Invesco Ltd history | 311.05K | $1.85M | 0.00% | Add |
| UBS Group AG history | 305.91K | $1.82M | 0.00% | Reduce |
| Marshall Wace history | 173.95K | $1.03M | 0.00% | New |
| Norges Bank Investment Management history | 165.00K | $980.10K | 0.00% | Reduce |
| Citigroup Inc history | 152.69K | $906.98K | 0.00% | Add |
| Wells Fargo & Co history | 146.16K | $868.21K | 0.00% | Add |
| AQR Capital Management history | 135.26K | $803.42K | 0.00% | Add |
| Bank of America Corp history | 132.32K | $785.99K | 0.00% | Reduce |
| Franklin Resources history | 130.65K | $776.07K | 0.00% | New |
| Amundi US history | 84.92K | $504.45K | 0.00% | Add |
| Janus Henderson Group history | 65.83K | $391.36K | 0.00% | Hold |
| Manulife Financial history | 58.30K | $346.29K | 0.00% | Reduce |
| Lazard Asset Management history | 19.79K | $117.56K | 0.00% | New |
| T. Rowe Price Associates history | 17.29M | $102.69K | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | 5.86K | $34.81K | 0.00% | Reduce |
| PNC Financial Services history | 1.36K | $8.06K | 0.00% | Reduce |
Q3 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 19.16M | $151.91M | 0.00% | Reduce |
| BlackRock Inc history | 14.04M | $111.35M | 0.00% | Reduce |
| Goldman Sachs Group history | 5.60M | $44.38M | 0.01% | Add |
| Millennium Management history | 4.44M | $35.22M | 0.02% | Reduce |
| Geode Capital Management history | 3.33M | $26.41M | 0.00% | Add |
| Morgan Stanley history | 2.70M | $21.40M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.91M | $15.15M | 0.00% | Add |
| Citadel Advisors history | 1.47M | $11.65M | 0.00% | Add |
| Northern Trust Corp history | 1.47M | $11.64M | 0.00% | Reduce |
| Renaissance Technologies history | 1.20M | $9.53M | 0.01% | Add |
| JPMorgan Chase & Co history | 666.65K | $5.29M | 0.00% | Add |
| Arrowstreet Capital history | 589.91K | $4.68M | 0.00% | Reduce |
| Legal & General Investment Management America history | 568.19K | $4.51M | 0.00% | Reduce |
| D. E. Shaw & Co history | 541.18K | $4.29M | 0.00% | Add |
| UBS Group AG history | 539.06K | $4.27M | 0.00% | Add |
| BNY Mellon history | 495.84K | $3.93M | 0.00% | Reduce |
| Invesco Ltd history | 287.55K | $2.28M | 0.00% | Add |
| Bank of America Corp history | 234.80K | $1.86M | 0.00% | Reduce |
| Wells Fargo & Co history | 124.23K | $985.15K | 0.00% | Add |
| Prudential Financial history | 122.84K | $974.10K | 0.00% | Reduce |
| Citigroup Inc history | 111.75K | $886.22K | 0.00% | Reduce |
| Balyasny Asset Management history | 90.66K | $718.95K | 0.00% | New |
| AQR Capital Management history | 71.33K | $565.66K | 0.00% | Add |
| Amundi US history | 69.63K | $536.82K | 0.00% | Add |
| Janus Henderson Group history | 65.83K | $522.36K | 0.00% | Hold |
| Manulife Financial history | 63.25K | $501.57K | 0.00% | Reduce |
| T. Rowe Price Associates history | 17.30M | $137.16K | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 10.00K | $79.29K | 0.00% | Reduce |
| PNC Financial Services history | 3.53K | $27.97K | 0.00% | Add |
Q2 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 19.28M | $166.77M | 0.00% | Hold |
| BlackRock Inc history | 14.36M | $124.23M | 0.00% | Reduce |
| Millennium Management history | 5.75M | $49.73M | 0.03% | Hold |
| Geode Capital Management history | 3.28M | $28.41M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.81M | $15.69M | 0.00% | Reduce |
| Northern Trust Corp history | 1.50M | $12.94M | 0.00% | Reduce |
| Morgan Stanley history | 1.20M | $10.39M | 0.00% | Add |
| Norges Bank Investment Management history | 740.46K | $6.40M | 0.00% | Add |
| Arrowstreet Capital history | 738.23K | $6.39M | 0.01% | Reduce |
| Legal & General Investment Management America history | 638.37K | $5.52M | 0.00% | Add |
| BNY Mellon history | 526.74K | $4.56M | 0.00% | Add |
| JPMorgan Chase & Co history | 475.92K | $4.12M | 0.00% | Reduce |
| D. E. Shaw & Co history | 426.74K | $3.69M | 0.00% | Reduce |
| Renaissance Technologies history | 352.64K | $3.05M | 0.00% | Add |
| Goldman Sachs Group history | 331.26K | $2.87M | 0.00% | Reduce |
| Bank of America Corp history | 329.35K | $2.85M | 0.00% | Add |
| Prudential Financial history | 293.34K | $2.53M | 0.00% | Add |
| Invesco Ltd history | 272.11K | $2.35M | 0.00% | Reduce |
| UBS Group AG history | 256.30K | $2.22M | 0.00% | Add |
| Citigroup Inc history | 130.30K | $1.13M | 0.00% | Add |
| Wells Fargo & Co history | 109.85K | $950.21K | 0.00% | Add |
| Amundi US history | 67.23K | $589.62K | 0.00% | Reduce |
| Manulife Financial history | 66.89K | $578.60K | 0.00% | Reduce |
| Janus Henderson Group history | 65.83K | $569.10K | 0.00% | Hold |
| Two Sigma Investments history | 40.35K | $349.01K | 0.00% | Reduce |
| AQR Capital Management history | 31.52K | $272.65K | 0.00% | Add |
| Franklin Resources history | 23.62K | $204.35K | 0.00% | New |
| Marshall Wace history | 18.09K | $156.44K | 0.00% | New |
| T. Rowe Price Associates history | 17.42M | $150.72K | 0.02% | Hold |
| Citadel Advisors history | 13.40K | $115.91K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 12.77K | $110.49K | 0.00% | Reduce |
| PNC Financial Services history | 3.38K | $29.24K | 0.00% | Hold |
| Lazard Asset Management history | 149.47K | $1.29K | 0.00% | New |
Q1 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 19.34M | $170.20M | 0.00% | Add |
| BlackRock Inc history | 14.90M | $131.09M | 0.00% | Add |
| Millennium Management history | 5.77M | $50.74M | 0.03% | Reduce |
| Geode Capital Management history | 3.39M | $29.81M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.83M | $16.14M | 0.00% | Reduce |
| Northern Trust Corp history | 1.52M | $13.40M | 0.00% | Reduce |
| Balyasny Asset Management history | 1.33M | $11.70M | 0.02% | Add |
| Morgan Stanley history | 1.17M | $10.25M | 0.00% | Add |
| Arrowstreet Capital history | 760.61K | $6.69M | 0.01% | Reduce |
| D. E. Shaw & Co history | 742.99K | $6.54M | 0.01% | Add |
| JPMorgan Chase & Co history | 624.12K | $5.49M | 0.00% | Reduce |
| Legal & General Investment Management America history | 581.29K | $5.12M | 0.00% | Reduce |
| Goldman Sachs Group history | 529.65K | $4.66M | 0.00% | Reduce |
| BNY Mellon history | 482.09K | $4.24M | 0.00% | Hold |
| Prudential Financial history | 286.21K | $2.47M | 0.00% | Add |
| Invesco Ltd history | 278.37K | $2.45M | 0.00% | Add |
| Renaissance Technologies history | 267.94K | $2.36M | 0.00% | Reduce |
| Citadel Advisors history | 266.32K | $2.34M | 0.00% | Add |
| Bank of America Corp history | 248.10K | $2.18M | 0.00% | Reduce |
| Two Sigma Investments history | 156.63K | $1.38M | 0.00% | New |
| Citigroup Inc history | 126.81K | $1.12M | 0.00% | Add |
| Wells Fargo & Co history | 75.61K | $665.35K | 0.00% | Add |
| UBS Group AG history | 72.69K | $639.69K | 0.00% | Reduce |
| Amundi US history | 75.57K | $637.05K | 0.00% | Add |
| Manulife Financial history | 69.41K | $610.84K | 0.00% | Reduce |
| Janus Henderson Group history | 65.83K | $576.34K | 0.00% | Hold |
| AQR Capital Management history | 27.75K | $244.17K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 19.26K | $169.45K | 0.00% | Hold |
| T. Rowe Price Associates history | 17.43M | $153.40K | 0.02% | Reduce |
| Principal Global Investors history | 10.13K | $89.14K | 0.00% | New |
| PNC Financial Services history | 3.39K | $29.80K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 358.36K sh · $1.08M
Fully Exited (vs previous quarter)
- Point72 Asset Management sold 76.38K sh · $310.88K
- Janus Henderson Group sold 65.83K sh · $267.60K
- Lazard Asset Management sold 32.28K sh · $131.36K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Two Sigma Investments | 4.73M | 804.88K | — | — | 40.35K | 156.63K | — | — | 18.75K | — | — | — | — | — | 196.84K | 327.83K | 114.45K | 559.63K | 1.22M | 1.74M |
| BlackRock Inc | 3.85M | 2.94M | 14.51M | 14.04M | 14.36M | 14.90M | 14.53M | 14.86M | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 835.33K | 450.45K | 1.00M | 1.47M | 13.40K | 266.32K | 129.95K | 820.09K | 1.41M | 146.74K | 200.43K | 514.49K | 613.94K | 93.30K | 69.12K | 67.94K | 112.47K | 286.87K | 860.91K | 385.52K |
| Morgan Stanley | 538.12K | 607.61K | 2.69M | 2.70M | 1.20M | 1.17M | 781.15K | 1.92M | 2.41M | 3.43M | 1.51M | 445.00K | 502.01K | 368.82K | 360.26K | 354.38K | 475.98K | 594.94K | 431.45K | 732.86K |
| Goldman Sachs Group | 405.95K | 792.06K | 564.11K | 5.60M | 331.26K | 529.65K | 656.39K | 507.56K | 917.43K | 548.64K | 560.80K | 2.27M | 5.27M | 5.80M | 4.84M | 4.85M | 11.54M | 5.91M | 3.86M | 3.84M |
| JPMorgan Chase & Co | 358.36K | — | 633.40K | 666.65K | 475.92K | 624.12K | 967.86K | 719.53K | 655.64K | 613.68K | 572.85K | 711.97K | 675.49K | 404.18K | 657.41K | 718.01K | 731.62K | 11.71M | 13.27M | 13.75M |
| Geode Capital Management | 281.19K | 276.77K | 3.38M | 3.33M | 3.28M | 3.39M | 3.31M | 3.38M | 3.39M | 3.31M | 3.30M | 3.21M | 3.35M | 3.40M | 3.35M | 2.93M | 2.92M | 3.04M | 2.93M | 2.94M |
| Millennium Management | 269.65K | 510.25K | 1.41M | 4.44M | 5.75M | 5.77M | 7.15M | 6.27M | 6.00M | 5.46M | 2.95M | 3.31M | 3.94M | 157.09K | 2.71M | 388.04K | — | 117.82K | 646.46K | 1.13M |
| Northern Trust Corp | 204.03K | 203.75K | 1.28M | 1.47M | 1.50M | 1.52M | 1.56M | 1.26M | 1.27M | 1.35M | 1.40M | 1.60M | 1.63M | 1.68M | 1.71M | 1.69M | 1.62M | 1.71M | 1.79M | 1.79M |
| Arrowstreet Capital | 189.01K | 197.23K | 501.26K | 589.91K | 738.23K | 760.61K | 845.24K | 946.97K | 259.43K | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 161.60K | 152.87K | 311.05K | 287.55K | 272.11K | 278.37K | 276.38K | 278.71K | 291.21K | 290.21K | 309.06K | 366.84K | 357.52K | 297.45K | 359.64K | 364.79K | 375.75K | 343.44K | 358.22K | 369.45K |
| UBS Group AG | 91.60K | 858.47K | 305.91K | 539.06K | 256.30K | 72.69K | 101.58K | 102.08K | 86.51K | 192.83K | 202.90K | 120.07K | 137.97K | 200.45K | 102.04K | 105.67K | 108.94K | 156.54K | 185.15K | 180.32K |
| Legal & General Investment Management America | 88.39K | 61.98K | 576.96K | 568.19K | 638.37K | 581.29K | 585.64K | 806.31K | 871.15K | 950.75K | 977.18K | 834.36K | 839.65K | 831.56K | 851.27K | 804.89K | 848.13K | 825.96K | 836.90K | 856.59K |
| AQR Capital Management | 64.23K | 113.35K | 135.26K | 71.33K | 31.52K | 27.75K | 16.68K | 12.83K | 11.74K | 19.04K | 27.00K | 43.89K | 38.54K | 51.05K | 60.16K | 37.69K | 26.99K | 25.63K | 21.45K | — |
| Citigroup Inc | 63.23K | 440.66K | 152.69K | 111.75K | 130.30K | 126.81K | 124.17K | 109.27K | 57.44K | 56.32K | 67.74K | 44.96K | 81.97K | 17.20K | 26.57K | 47.47K | 58.76K | 67.33K | 149.10K | 139.93K |
| Balyasny Asset Management | 55.67K | 109.29K | — | 90.66K | — | 1.33M | 587.95K | 1.94M | 1.45M | 1.18M | 702.20K | 1.29M | 1.03M | 985.76K | 2.82M | 1.71M | — | 2.90M | 2.86M | 39.42K |
| Bank of America Corp | 48.53K | 211.98K | 132.32K | 234.80K | 329.35K | 248.10K | 593.18K | 1.17M | 1.13M | 1.50M | 1.47M | 548.19K | 111.45K | 146.39K | 115.63K | 89.88K | 32.93K | 96.02K | 201.42K | 126.65K |
| T. Rowe Price Associates | 17.16M | 17.16M | 17.29M | 17.30M | 17.42M | 17.43M | 17.59M | 17.64M | 17.72M | 17.75M | 17.75M | 17.76M | 17.95M | 17.95M | 17.44M | 17.41M | 19.42M | 19.90M | 21.86M | 22.29M |
| Amundi US | 15.43K | 66.69K | 84.92K | 69.63K | 67.23K | 75.57K | 75.08K | 75.51K | 85.56K | 86.81K | 98.41K | 111.51K | 111.55K | 111.66K | 175.44K | 152.51K | 86.51K | 103.29K | 85.35K | 85.72K |
| PNC Financial Services | 3.40K | 3.66K | 1.36K | 3.53K | 3.38K | 3.39K | 3.37K | 3.37K | 3.37K | 3.21K | 3.19K | 7.49K | 7.50K | 8.55K | 2.86K | 2.93K | 2.93K | 1.45K | 1.47K | 1.11K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details