Position in AIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,404,691
+$185,128 QoQ
Shares Held
472,960
+57.8% QoQ
Ownership
0.329%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 154 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIV Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026HSBC HOLDINGS PLC holds $724,660,569 across 16 REIT - Residential names. AIV ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 2,022,699 | $136,649,898 | |||
| 2 | VMRK |
Vivmark Residential
|
1,776,839 | $120,700,669 | |
| 3 | INVH |
Invitation Homes Inc.
|
2,722,345 | $82,242,040 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
255,953 | $74,633,331 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
527,345 | $73,269,310 | |
| 6 | SUI |
Sun Communities Inc
|
573,646 | $68,785,889 | |
| 7 | UDR |
UDR, Inc.
|
1,009,608 | $40,303,550 | |
| 8 | CPT |
Camden Property Trust
|
327,190 | $37,459,981 |
All Filings in AIV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,404,691 | 472,960 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,219,563 | 299,647 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $1,124,138 | 189,249 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $1,409,833 | 177,785 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,483,777 | 171,535 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $981,235 | 111,504 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,034,732 | 113,832 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $892,265 | 98,702 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $979,802 | 118,191 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $828,491 | 101,159 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $579,889 | 74,060 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $417,343 | 61,374 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $621,781 | 72,979 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $519,990 | 67,619 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $406,359 | 57,073 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $444,431 | 60,881 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $542,822 | 84,816 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $641,121 | 87,585 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $375,716 | 48,668 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $220,041 | 32,123 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $182,243 | 27,160 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $474,774 | 77,325 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $204,979 | 38,822 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $4,238,841 | 125,706 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,167,849 | 84,161 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,175,537 | 118,792 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||