Diversified Trust Co
BankPosition in AIV — Apartment Investment & Management Co
CIK 1479844
MEMPHIS, TN
Position in AIV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$61,473
-$20,324 QoQ
Shares Held
20,698
+100.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#101
of 154 holders
Holding Since
Jun 2021
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AIV Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Diversified Trust Co holds $1,509,366 across 2 REIT - Residential names. AIV ranks #2 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
10,421 | $1,447,893 | |
| 2 | AIV |
Apartment Investment & Management Co
This page
|
20,698 | $61,473 |
All Filings in AIV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,473 | 20,698 | Shares | Sole | 2026-07-17 | |
| 2025-09-30 | $81,797 | 10,315 | Shares | Sole | 2025-10-20 | |
| 2021-09-30 | $115,367 | 16,842 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $113,009 | 16,842 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||