Position in AIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,103,546
-$7,797,603 QoQ
Shares Held
1,044,965
-61.0% QoQ
Ownership
0.726%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 154 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIV Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026HRT FINANCIAL LP holds $45,280,956 across 8 REIT - Residential names. AIV ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 247,940 | $16,750,393 | |||
| 2 | INVH |
Invitation Homes Inc.
|
394,098 | $11,905,700 | |
| 3 | CPT |
Camden Property Trust
|
79,465 | $9,097,947 | |
| 4 | AIV |
Apartment Investment & Management Co
This page
|
1,044,965 | $3,103,546 | |
| 5 | UMH |
Umh Properties, Inc.
|
154,375 | $2,337,237 | |
| 6 | NXRT |
NexPoint Residential Trust, Inc.
|
51,974 | $1,451,114 | |
| 7 | ELME |
Elme Communities
|
409,671 | $606,313 | |
| 8 | CLPR |
Clipper Realty Inc.
|
10,554 | $28,706 |
All Filings in AIV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,103,546 | 1,044,965 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,901,149 | 2,678,415 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $6,012,806 | 1,012,257 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $4,456,469 | 561,976 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $92,505 | 10,512 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $391,878 | 43,111 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $267,103 | 32,220 | Shares | Defined | 2024-08-12 | |
| 2023-12-31 | $486,438 | 62,125 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,077,704 | 158,486 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $340,851 | 40,006 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $102,036 | 14,331 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $437,970 | 59,996 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $158,769 | 20,566 | Shares | Defined | 2022-02-14 | |
| 2020-12-31 | $1,096,497 | 207,670 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $475,590 | 14,104 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||