LPL Financial LLC

Position in AIV — Apartment Investment & Management Co

CIK 1403438 FORT MILL, SC

Position in AIV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,851,186

+$2,765,999 QoQ

Shares Held

1,633,396

+218.8% QoQ

Ownership

1.14%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#18

of 154 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Real Estate · as of Jun 30, 2026

LPL Financial LLC holds $64,735,035 across 17 REIT - Residential names. AIV ranks #7 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc.	30,873	$9,002,258
2	AVB	Avalonbay Communities Inc	39,235	$7,403,252
3	MAA	Mid America Apartment Communities Inc.	44,152	$6,134,478
4	UDR	UDR, Inc.	143,184	$5,715,905
5	ELS	Equity Lifestyle Properties Inc	86,700	$5,587,815
6	IRT	Independence Realty Trust, Inc.	334,131	$5,576,646
7	AIV	Apartment Investment & Management Co This page	1,633,396	$4,851,186
8	VMRK	Vivmark Residential	71,400	$4,850,202

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,851,186	1,633,396	+218.8%	Shares	Sole	2026-08-07
2026-03-31	$2,085,187	512,331	+3.6%	Shares	Sole	2026-05-06
2025-12-31	$2,937,906	494,597	+0.2%	Shares	Sole	2026-02-11
2025-09-30	$3,915,366	493,741	+4.2%	Shares	Sole	2025-11-12
2025-06-30	$4,100,463	474,042	+46.4%	Shares	Sole	2025-08-12
2025-03-31	$2,849,184	323,771	+104.6%	Shares	Sole	2025-05-07
2021-12-31	$1,221,728	158,255	+7.6%	Shares	Sole	2022-02-14
2021-09-30	$1,007,224	147,040	+4.6%	Shares	Sole	2021-11-15
2021-06-30	$943,009	140,538	-0.0%	Shares	Sole	2021-08-13
2021-03-31	$863,155	140,579	+4.7%	Shares	Sole	2021-05-14
2020-12-31	$708,644	134,213	+223.2%	Shares	Sole	2021-02-12
2020-09-30	$1,400,268	41,526	+138.1%	Shares	Sole	2020-11-09
2020-03-31	$613,015	17,440	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.