SummitTX Capital, L.P.
Position in AIV — Apartment Investment & Management Co
CIK 2052310
FORT WORTH, TX
Position in AIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,850,994
-$1,330,825 QoQ
Shares Held
2,306,732
+14.7% QoQ
Ownership
1.60%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#13
of 154 holders
Holding Since
Mar 2025
6 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, 2026SummitTX Capital, L.P. holds $30,700,302 across 6 REIT - Residential names. AIV ranks #3 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
282,244 | $9,460,818 | |
| 2 | INVH |
Invitation Homes Inc.
|
246,893 | $7,458,637 | |
| 3 | AIV |
Apartment Investment & Management Co
This page
|
2,306,732 | $6,850,994 | |
| 4 | SUI |
Sun Communities Inc
|
36,611 | $4,390,025 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
113,506 | $1,894,415 | |
| 6 | MRP |
Millrose Properties, Inc.
|
21,478 | $645,413 |
All Filings in AIV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,850,994 | 2,306,732 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,181,819 | 2,010,275 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,940,719 | 831,771 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,164,106 | 525,108 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,649,860 | 768,770 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,162,828 | 586,685 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||