MERCER GLOBAL ADVISORS INC /ADV
Position in AIV — Apartment Investment & Management Co
CIK 853758
DENVER, CO
Position in AIV
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$86,216
-$43,783 QoQ
Shares Held
29,029
-9.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#95
of 154 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in AIV Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $57,192,559 across 17 REIT - Residential names. AIV ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
88,654 | $12,317,586 | |
| 2 | VMRK |
Vivmark Residential
|
166,974 | $11,342,543 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
22,294 | $6,500,707 | |
| 4 | AMH |
American Homes 4 Rent
|
154,521 | $5,179,543 | |
| 5 | 69,342 | $4,684,607 | |||
| 6 | CPT |
Camden Property Trust
|
27,532 | $3,152,138 | |
| 7 | SUI |
Sun Communities Inc
|
25,046 | $3,003,265 | |
| 8 | INVH |
Invitation Homes Inc.
|
91,008 | $2,749,351 |
All Filings in AIV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,216 | 29,029 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $129,999 | 31,941 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $118,206 | 19,900 | Shares | Sole | 2026-02-18 | |
| 2023-09-30 | $156,617 | 23,032 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $125,039 | 14,676 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $82,813 | 10,769 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||