Skip to main content
Equibles

CALDWELL SUTTER CAPITAL, INC.

Position in AIV — Apartment Investment & Management Co

CIK 702007 SAUSALITO, CA
Back to AIV Full portfolio

Position in AIV

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$292,420
-$136,387 QoQ
Shares Held
98,458
-6.5% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#63
of 155 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AIV Over Time

Shares Held

Position Value (USD)

Position in REIT - Residential

Real Estate · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $1,829,240 across 6 REIT - Residential names. AIV ranks #2 (16.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UMH
Umh Properties, Inc.
 81,923 $1,240,314
2 AIV
Apartment Investment & Management Co
This page 		98,458 $292,420
3 ESS
Essex Property Trust, Inc.
 868 $253,100
4 MAA
Mid America Apartment Communities Inc.
 300 $41,682
5 NXRT
NexPoint Residential Trust, Inc.
 36 $1,005
6 SUI
Sun Communities Inc
 6 $719

All Filings in AIV

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $292,420 98,458
2026-03-31 $428,807 105,358
2025-12-31 $631,766 106,358
2025-09-30 $819,628 103,358
2025-06-30 $894,046 103,358
2025-03-31 $922,240 104,800
2024-12-31 $907,182 99,800
2024-09-30 $902,192 99,800
2024-06-30 $848,067 102,300
2024-03-31 $857,493 104,700
2023-12-31 $819,801 104,700
2023-09-30 $711,960 104,700
2023-06-30 $892,044 104,700
2023-03-31 $820,523 106,700
2022-12-31 $788,184 110,700