Creative Planning
Position in AIV — Apartment Investment & Management Co
CIK 1540235
OVERLAND PARK, KS
Position in AIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$133,424
+$90,014 QoQ
Shares Held
44,924
+321.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 154 holders
Holding Since
Mar 2023
7 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, 2026Creative Planning holds $125,958,249 across 15 REIT - Residential names. AIV ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
213,452 | $29,657,020 | |
| 2 | 269,695 | $18,220,099 | |||
| 3 | AMH |
American Homes 4 Rent
|
490,138 | $16,429,425 | |
| 4 | VMRK |
Vivmark Residential
|
241,376 | $16,396,671 | |
| 5 | INVH |
Invitation Homes Inc.
|
517,478 | $15,633,009 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
39,173 | $11,422,454 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
62,518 | $4,029,284 | |
| 8 | CPT |
Camden Property Trust
|
34,760 | $3,979,671 |
All Filings in AIV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,424 | 44,924 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $43,410 | 10,666 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $75,265 | 12,671 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $98,506 | 12,422 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $105,201 | 12,162 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $91,960 | 10,450 | Shares | Sole | 2025-05-15 | |
| 2023-03-31 | $46 | 6 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||