DIMENSIONAL FUND ADVISORS LP
Position in AIV — Apartment Investment & Management Co
CIK 354204
AUSTIN, TX
Position in AIV
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$3,788,249
-$7,091,062 QoQ
Shares Held
930,774
-49.2% QoQ
Ownership
0.647%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in AIV Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $2,313,143,309 across 21 REIT - Residential names. AIV ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,137,158 | $349,104,757 | |
| 2 | EQR |
Equity Residential
|
5,433,423 | $321,386,967 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
995,810 | $240,986,020 | |
| 4 | SUI |
Sun Communities Inc
|
1,812,301 | $228,277,432 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,772,445 | $216,450,981 | |
| 6 | INVH |
Invitation Homes Inc.
|
8,379,282 | $208,225,155 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
2,806,080 | $175,155,512 | |
| 8 | UDR |
UDR, Inc.
|
4,850,115 | $163,836,883 |
All Filings in AIV
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,788,249 | 930,774 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,879,311 | 1,831,534 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,935,511 | 1,883,419 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,404,869 | 1,780,910 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,227,263 | 1,730,371 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,790,610 | 1,737,141 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,516,702 | 1,827,069 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $15,568,891 | 1,878,033 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $15,302,087 | 1,868,387 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,787,352 | 1,888,551 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $13,385,146 | 1,968,404 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $17,841,720 | 2,094,099 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $16,347,291 | 2,125,786 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,890,979 | 2,091,430 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $15,337,378 | 2,101,011 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $14,635,908 | 2,286,861 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $16,818,702 | 2,297,637 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $18,467,637 | 2,392,181 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $16,604,797 | 2,424,058 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $15,614,411 | 2,327,036 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $14,537,266 | 2,367,633 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $13,017,560 | 2,465,447 | Shares | Defined | 2021-03-08 | |
| No filing history on record for this holder in this stock. | ||||||