MORGAN STANLEY

Position in AIV — Apartment Investment & Management Co

CIK 895421 NEW YORK, NY

Back to AIV Full portfolio

Position in AIV

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,598,207

-$874,763 QoQ

Shares Held

538,118

-11.4% QoQ

Ownership

0.374%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#32

of 154 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in AIV Over Time

Shares Held

Position Value (USD)

Position in REIT - Residential

Real Estate · as of Jun 30, 2026

MORGAN STANLEY holds $2,101,325,745 across 21 REIT - Residential names. AIV ranks #18 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1			4,693,293	$317,070,414
2	VMRK	Vivmark Residential	4,505,352	$306,048,554
3	ESS	Essex Property Trust, Inc.	791,652	$230,837,798
4	INVH	Invitation Homes Inc.	7,459,843	$225,361,849
5	MAA	Mid America Apartment Communities Inc.	1,559,633	$216,695,400
6	CPT	Camden Property Trust	1,177,352	$134,795,023
7	UDR	UDR, Inc.	3,311,671	$132,201,898
8	ELS	Equity Lifestyle Properties Inc	2,049,432	$132,085,882

All Filings in AIV

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,598,207	538,118	-11.4%	Shares	Defined	2026-08-13
2026-03-31	$2,472,970	607,610	-77.4%	Shares	Defined	2026-05-15
2025-12-31	$15,965,289	2,687,760	-0.4%	Shares	Defined	2026-05-27
2025-09-30	$21,399,362	2,698,533	+124.6%	Shares	Defined	2026-05-27
2025-06-30	$10,392,105	1,201,400	+3.1%	Shares	Defined	2025-08-15
2025-03-31	$10,253,148	1,165,131	+49.2%	Shares	Defined	2025-05-15
2024-12-31	$7,100,639	781,149	-59.3%	Shares	Defined	2025-05-15
2024-09-30	$17,363,160	1,920,704	-20.2%	Shares	Defined	2025-05-14
2024-06-30	$19,954,474	2,407,054	-29.9%	Shares	Defined	2025-05-14
2024-03-31	$28,120,303	3,433,493	+127.4%	Shares	Defined	2024-10-17
2023-12-31	$11,824,148	1,510,109	+239.3%	Shares	Defined	2024-08-16
2023-09-30	$3,026,014	445,003	-11.4%	Shares	Defined	2023-11-15
2023-06-30	$4,277,104	502,008	+36.1%	Shares	Defined	2023-08-14
2023-03-31	$2,836,205	368,818	+2.4%	Shares	Defined	2023-05-15
2022-12-31	$2,565,033	360,258	+1.7%	Shares	Defined	2023-02-14
2022-09-30	$2,586,985	354,382	-25.5%	Shares	Defined	2022-11-14
2022-06-30	$3,046,280	475,982	-20.0%	Shares	Defined	2022-10-27
2022-03-31	$4,354,964	594,941	+37.9%	Shares	Defined	2022-10-27
2021-12-31	$3,330,812	431,453	-41.1%	Shares	Defined	2022-02-14
2021-09-30	$5,020,081	732,859	-33.3%	Shares	Defined	2021-11-15
2021-06-30	$7,373,744	1,098,919	+383.6%	Shares	Defined	2021-08-23
2021-03-31	$1,395,128	227,220	-44.6%	Shares	Defined	2021-05-17
2020-12-31	$2,165,224	410,081	-35.0%	Shares	Defined	2021-02-16
2020-09-30	$21,264,686	630,620	+23.3%	Shares	Defined	2020-11-13
2020-06-30	$19,248,292	511,374	-55.9%	Shares	Defined	2020-08-14
2020-03-31	$40,788,363	1,160,409	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.