Position in AIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,064,319
-$822,605 QoQ
Shares Held
358,357
-22.7% QoQ
Ownership
0.249%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 154 holders
Holding Since
Mar 2020
26 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, 2026JPMORGAN CHASE & CO holds $2,867,146,148 across 21 REIT - Residential names. AIV ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 12,785,639 | $863,774,749 | |||
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,310,321 | $320,995,992 | |
| 3 | UDR |
UDR, Inc.
|
6,230,612 | $248,726,023 | |
| 4 | INVH |
Invitation Homes Inc.
|
8,014,729 | $242,124,954 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
830,044 | $242,032,523 | |
| 6 | VMRK |
Vivmark Residential
|
3,133,026 | $212,826,450 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
3,035,606 | $195,644,802 | |
| 8 | AMH |
American Homes 4 Rent
|
5,497,012 | $184,259,837 |
All Filings in AIV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,064,319 | 358,357 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,886,924 | 463,618 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,762,382 | 633,398 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $5,286,564 | 666,654 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $4,116,671 | 475,916 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $5,492,253 | 624,120 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $8,797,844 | 967,860 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $6,504,558 | 719,531 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $5,435,278 | 655,643 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $5,026,044 | 613,681 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $4,485,413 | 572,850 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $4,841,409 | 711,972 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,755,173 | 675,490 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,561,614 | 593,188 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $4,677,671 | 657,414 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $5,241,442 | 718,006 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $4,682,334 | 731,615 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $85,688,297 | 11,706,052 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $102,454,255 | 13,271,277 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $94,216,055 | 13,754,169 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $93,163,731 | 13,884,312 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $8,408,689 | 1,369,494 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $21,403,934 | 4,053,776 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $244,780,622 | 7,259,150 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $18,612,093 | 494,472 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $16,765,944 | 476,983 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||