Position in AIV
as of Jun 30, 2026
· filed Sep 2, 2026
Position Value
$2,480,924
+$647,585 QoQ
Shares Held
835,328
+85.4% QoQ
Ownership
0.581%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 154 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026CITADEL ADVISORS LLC holds $746,162,801 across 17 REIT - Residential names. AIV ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
1,465,733 | $175,756,043 | |
| 2 | INVH |
Invitation Homes Inc.
|
4,465,803 | $134,911,908 | |
| 3 | 1,577,266 | $106,557,235 | |||
| 4 | ELS |
Equity Lifestyle Properties Inc
|
1,212,946 | $78,174,369 | |
| 5 | VMRK |
Vivmark Residential
|
994,638 | $67,565,758 | |
| 6 | UDR |
UDR, Inc.
|
1,334,910 | $53,289,607 | |
| 7 | IRT |
Independence Realty Trust, Inc.
|
2,679,582 | $44,722,222 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
82,041 | $23,922,334 |
All Filings in AIV
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,480,924 | 835,328 | Shares | Defined | 2026-09-02 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||