Position in AIV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$144,511
+$50,173 QoQ
Shares Held
48,657
+109.9% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#82
of 154 holders
Holding Since
Dec 2021
10 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, 2026State of Wyoming holds $2,789,131 across 8 REIT - Residential names. AIV ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRP |
Millrose Properties, Inc.
|
51,221 | $1,539,191 | |
| 2 | UDR |
UDR, Inc.
|
11,826 | $472,093 | |
| 3 | CPT |
Camden Property Trust
|
2,048 | $234,475 | |
| 4 | AMH |
American Homes 4 Rent
|
6,803 | $228,036 | |
| 5 | AIV |
Apartment Investment & Management Co
This page
|
48,657 | $144,511 | |
| 6 | UMH |
Umh Properties, Inc.
|
4,783 | $72,414 | |
| 7 | CSR |
Centerspace
|
1,065 | $59,842 | |
| 8 | JAN |
Janus Living, Inc.
|
1,342 | $38,569 |
All Filings in AIV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,511 | 48,657 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $94,338 | 23,179 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $291,196 | 49,023 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $412,812 | 52,057 | Shares | Sole | 2025-11-04 | |
| 2023-06-30 | $90,789 | 10,656 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $206,010 | 28,934 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $276,137 | 37,827 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $210,534 | 32,896 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $96,382 | 13,167 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $51,724 | 6,700 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||