RAYMOND JAMES FINANCIAL INC
Position in AIV — Apartment Investment & Management Co
CIK 720005
ST. PETERSBURG, FL
Position in AIV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,331,666
-$380,431 QoQ
Shares Held
327,191
+13.5% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 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, 2026RAYMOND JAMES FINANCIAL INC holds $200,653,209 across 15 REIT - Residential names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
469,738 | $65,265,395 | |
| 2 | UDR |
UDR, Inc.
|
545,265 | $21,766,977 | |
| 3 | 291,919 | $19,721,506 | |||
| 4 | SUI |
Sun Communities Inc
|
129,056 | $15,475,103 | |
| 5 | MRP |
Millrose Properties, Inc.
|
505,294 | $15,184,084 | |
| 6 | UMH |
Umh Properties, Inc.
|
969,903 | $14,684,330 | |
| 7 | VMRK |
Vivmark Residential
|
178,787 | $12,144,999 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
177,210 | $11,421,184 |
All Filings in AIV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,331,666 | 327,191 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,712,097 | 288,232 | Shares | Defined | 2026-02-18 | |
| 2025-06-30 | $59,182 | 6,842 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||