Bleakley Financial Group, LLC

Position in AIV — Apartment Investment & Management Co

CIK 1936953 PARSIPPANY, NJ

Position in AIV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,452,615

-$277,204 QoQ

Shares Held

489,096

+15.1% QoQ

Ownership

0.340%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#37

of 154 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $7,685,701 across 6 REIT - Residential names. AIV ranks #3 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	18,024	$2,504,254
2	UDR	UDR, Inc.	42,428	$1,693,725
3	AIV	Apartment Investment & Management Co This page	489,096	$1,452,615
4	AMH	American Homes 4 Rent	31,199	$1,045,790
5	MRP	Millrose Properties, Inc.	26,047	$782,712
6	IRT	Independence Realty Trust, Inc.	12,379	$206,605

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,452,615	489,096	+15.1%	Shares	Sole	2026-08-05
2026-03-31	$1,729,819	425,017	+33.0%	Shares	Sole	2026-05-04
2025-12-31	$1,898,323	319,583	-0.3%	Shares	Sole	2026-02-09
2025-09-30	$2,541,977	320,552	-0.1%	Shares	Sole	2025-11-10
2025-06-30	$2,774,539	320,756	+28.0%	Shares	Sole	2025-07-30
2025-03-31	$2,205,816	250,661	+73.0%	Shares	Sole	2025-05-01
2024-12-31	$1,316,713	144,853	-0.0%	Shares	Sole	2025-01-27
2024-09-30	$1,309,968	144,908	+0.0%	Shares	Sole	2024-10-16
2024-06-30	$1,201,154	144,892	+0.1%	Shares	Sole	2024-08-12
2024-03-31	$1,185,936	144,803	+101.0%	Shares	Sole	2024-05-08
2023-12-31	$563,963	72,026	-0.8%	Shares	Sole	2024-01-25
2023-09-30	$493,686	72,601	-3.4%	Shares	Sole	2023-11-14
2023-06-30	$640,090	75,128	+0.3%	Shares	Sole	2023-08-14
2023-03-31	$575,827	74,880	+36.2%	Shares	Sole	2023-05-12
2022-12-31	$391,571	54,996	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.