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Equibles

Beverly Hills Private Wealth, LLC

Position in AIV — Apartment Investment & Management Co

CIK 1965710 BEVERLY HILLS, CA
Back to AIV Full portfolio

Position in AIV

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$1,532,830
-$490,195 QoQ
Shares Held
516,105
+3.8% QoQ
Ownership
0.359%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#34
of 154 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AIV Over Time

Shares Held

Position Value (USD)

Derivatives in AIV

reported options exposure · as of Dec 31, 2023
CallValue
$156,600
CallShares
20,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Residential

Real Estate · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $6,526,510 across 2 REIT - Residential names. AIV ranks #2 (23.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1
73,917 $4,993,680
2 AIV
Apartment Investment & Management Co
This page 		516,105 $1,532,830

All Filings in AIV

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,532,830 516,105
2026-03-31 $2,023,025 497,058
2025-12-31 $1,963,894 330,622
2025-09-30 $2,578,169 325,116
2025-06-30 $2,594,956 299,995
2025-03-31 $2,425,226 275,594
2024-12-31 $2,322,049 255,451
2024-09-30 $2,083,222 230,445
2024-06-30 $1,356,765 163,663
2024-03-31 $918,655 112,168
2023-12-31 $156,600 20,000
2023-12-31 $350,979 44,825
2023-09-30 $94,214 13,855
2023-09-30 $73,440 10,800