Skip to main content
Equibles

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in AIV — Apartment Investment & Management Co

CIK 861177 NEW YORK, NY
Back to AIV Full portfolio

Position in AIV

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,043,458
-$327,413 QoQ
Shares Held
351,334
+4.3% QoQ
Ownership
0.244%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 154 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 18% Shared 0% None 82%

Common Shares in AIV Over Time

Shares Held

Position Value (USD)

Position in REIT - Residential

Real Estate · as of Jun 30, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,794,240,672 across 18 REIT - Residential names. AIV ranks #16 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1
5,386,183 $363,880,837
2 VMRK
Vivmark Residential
 4,335,122 $294,484,832
3 ESS
Essex Property Trust, Inc.
 757,439 $220,861,633
4 SUI
Sun Communities Inc
 1,536,249 $184,211,611
5 INVH
Invitation Homes Inc.
 5,971,242 $180,391,216
6 MAA
Mid America Apartment Communities Inc.
 1,221,025 $169,649,209
7 UDR
UDR, Inc.
 2,186,027 $87,266,193
8 ELS
Equity Lifestyle Properties Inc
 1,320,458 $85,103,514

All Filings in AIV

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,043,458 351,334
2026-03-31 $1,370,871 336,824
2025-12-31 $4,224,892 711,262
2025-06-30 $8,433,599 974,983
2025-03-31 $1,512,068 171,826
2024-12-31 $7,512,554 826,464
2024-09-30 $7,495,250 829,121
2024-06-30 $6,698,588 808,033
2024-03-31 $6,129,828 748,453
2023-12-31 $5,505,857 703,175
2023-09-30 $4,494,994 661,029
2023-06-30 $5,038,639 591,390
2023-03-31 $4,547,786 591,390
2022-12-31 $4,026,677 565,545
2022-09-30 $3,888,167 532,626
2022-06-30 $3,544,970 553,902
2022-03-31 $5,014,614 685,057
2021-12-31 $5,436,173 704,168
2021-09-30 $4,453,511 650,148
2021-06-30 $3,955,549 589,501
2021-03-31 $4,831,341 786,864
2020-09-30 $29,773,560 882,957
2020-06-30 $29,663,070 788,066
2020-03-31 $32,429,272 922,597