Position in AIV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,833,339
+$763,498 QoQ
Shares Held
450,452
+150.1% QoQ
Ownership
0.313%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIV Over Time
Shares Held
Position Value (USD)
Derivatives in AIV
reported options exposure · as of Dec 31, 2025CallValue
$608,850
CallShares
102,500
PutValue
$4,264,326
PutShares
717,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Mar 31, 2026CITADEL ADVISORS LLC holds $969,933,921 across 17 REIT - Residential names. AIV ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
1,458,952 | $238,319,809 | |
| 2 | INVH |
Invitation Homes Inc.
|
7,252,144 | $180,215,778 | |
| 3 | UDR |
UDR, Inc.
|
3,481,105 | $117,591,726 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
316,864 | $76,681,088 | |
| 5 | SUI |
Sun Communities Inc
|
579,938 | $73,048,989 | |
| 6 | MRP |
Millrose Properties, Inc.
|
2,087,575 | $58,452,100 | |
| 7 | IRT |
Independence Realty Trust, Inc.
|
3,663,773 | $54,553,579 | |
| 8 | JAN |
Janus Living, Inc.
|
1,707,795 | $40,252,728 |
All Filings in AIV
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,833,339 | 450,452 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,069,841 | 180,108 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $4,264,326 | 717,900 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $608,850 | 102,500 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $5,860,270 | 739,000 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $805,688 | 101,600 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $4,983,164 | 628,394 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $115,910 | 13,400 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $1,482,984 | 168,521 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $18,480 | 2,100 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $842,160 | 95,700 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $25,452 | 2,800 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $45,450 | 5,000 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $1,110,343 | 122,150 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $101,248 | 11,200 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $87,688 | 9,700 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $7,224,668 | 799,189 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,620,490 | 1,401,748 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $48,911 | 5,900 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $20,725 | 2,500 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $64,701 | 7,900 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $58,968 | 7,200 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $1,078,106 | 131,637 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $61,074 | 7,800 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $347,652 | 44,400 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $1,160,601 | 148,225 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $838,440 | 123,300 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $2,453,357 | 360,788 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $206,720 | 30,400 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $390,216 | 45,800 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $2,981,505 | 349,942 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $1,859,064 | 218,200 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $86,904 | 11,301 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $348,357 | 45,300 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $282,223 | 36,700 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $66,928 | 9,400 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $40,697 | 5,716 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $384,480 | 54,000 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $119,282 | 16,340 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $376,680 | 51,600 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $460,160 | 71,900 | Call | Defined | 2022-08-15 | |
| 2022-06-30 | $259,666 | 40,573 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $355,752 | 48,600 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $1,657,774 | 226,472 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $86,376 | 11,800 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $268,656 | 34,800 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $6,245,525 | 809,006 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $132,012 | 17,100 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $208,240 | 30,400 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $666,505 | 97,300 | Call | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||