AIV · Apartment Investment & Management Co · Holdings

$2.44 -0.02 (-0.81%) At close · Sep 10

Market Cap

$353.89M

143.86M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 155

Total Value: $358,388,963

Total Shares: 120,669,714

Showing 1–100 of 158 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 155 13F filers · Δ vs Mar 31, 2026

Top Holder

14.2%

−0.0 pts

Top 5

46.3%

−2.4 pts

Top 10

65.7%

+1.8 pts

HHI

595

Broadly held+2

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -34

Institutional value: -26.8%

Shares held: +0.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega TWO SIGMA INVESTMENTS, LP	+3,923,795	4,728,679
Mid Owl Creek Asset Management, L.P.	+2,904,444	5,927,644
Mega Qube Research & Technologies Ltd	+1,423,467	3,191,495
Mega LPL Financial LLC	+1,121,065	1,633,396
Mega BlackRock, Inc.	+903,702	3,847,592

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid Irenic Capital Management LP	−3,631,061	1,398,460
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	−2,717,637	5,878,027
Large HRT FINANCIAL LP	−1,633,450	1,044,965
Mega JANE STREET GROUP, LLC	−1,238,683	856,531
Mega UBS Group AG	−766,873	91,596

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid MANGROVE PARTNERS IM, LLC	4,459,396	$13,244,406
Small Bulldog Investors, LLP	500,000	$1,485,000
Mid EVERGREEN CAPITAL MANAGEMENT LLC	152,585	$453,177
Large Jain Global LLC	81,947	$243,382
Mega Jupiter Topco LLC	65,830	$195,515

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Western Standard LLC	1,626,624	$6,620,359
Mega DIMENSIONAL FUND ADVISORS LP	930,774	$3,788,249
Large Man Group plc	347,348	$1,413,706
Mega RAYMOND JAMES FINANCIAL INC	327,191	$1,331,666
Mid Brooklyn Investment Group	242,816	$988,261

Filter: New 18 Increased 41 Reduced 53 Sold out 52 Unchanged 43

Showing 100 of 158

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

PRICE T ROWE ASSOCIATES INC /MD/

$50,955,589

14.22%

17,156,764

Madison Avenue Partners, LP

$36,753,723

10.26%

12,374,991

Newtyn Management, LLC

$36,234,000

10.11%

12,200,000

Weiss Asset Management LP

$24,206,854

6.75%

8,150,456

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WEISS ANDREW M joint	8,150,456	$24,206,854	100.0%	Defined

Owl Creek Asset Management, L.P.

$17,605,102

4.91%

5,927,644

VANGUARD PORTFOLIO MANAGEMENT LLC

$17,457,740

4.87%

5,878,027

TWO SIGMA INVESTMENTS, LP

$14,044,176

3.92%

4,728,679

VANGUARD CAPITAL MANAGEMENT LLC

$13,378,026

3.73%

4,504,386

MANGROVE PARTNERS IM, LLC

$13,244,406

3.70%

4,459,396

BlackRock, Inc.

$11,427,341

3.19%

3,847,592

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	2,538,888	$7,540,497	66.0%	Sole
BlackRock Investment Management (Australia) Ltd	718	$2,132	0.0%	Sole
BlackRock Investment Management, LLC	2,367	$7,029	0.1%	Sole
BlackRock Fund Advisors	147,635	$438,475	3.8%	Sole
BlackRock Institutional Trust Company, N.A.	256,224	$760,985	6.7%	Sole
BlackRock Fund Managers Ltd.	25,367	$75,339	0.7%	Sole
BlackRock Investment Management (UK) Ltd.	48,710	$144,668	1.3%	Sole
BlackRock (Netherlands) B.V.	89,876	$266,931	2.3%	Sole
BlackRock Asset Management Ireland Ltd	133,007	$395,030	3.5%	Sole
BlackRock (Luxembourg) S.A.	23,439	$69,613	0.6%	Sole
BlackRock Asset Management Schweiz AG	28,865	$85,729	0.8%	Sole
Aperio Group, LLC	552,496	$1,640,913	14.4%	Sole

Qube Research & Technologies Ltd

$9,478,740

2.64%

3,191,495

THOMPSON SIEGEL & WALMSLEY LLC

$8,025,845

2.24%

2,702,305

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Perpetual Ltd	2,702,305	$8,025,845	100.0%	Defined

SummitTX Capital, L.P.

$6,850,994

1.91%

2,306,732

683 Capital Management, LLC

$6,237,000

1.74%

2,100,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
683 Capital Partners, LP	2,100,000	$6,237,000	100.0%	Defined

Zimmer Partners, LP

$6,021,675

1.68%

2,027,500

LANDMARK INVESTMENT PARTNERS, L.P.

$5,886,234

1.64%

1,981,897

Verition Fund Management LLC

$4,979,757

1.39%

1,676,686

LPL Financial LLC

$4,851,186

1.35%

1,633,396

Irenic Capital Management LP

$4,153,426

1.16%

1,398,460

DLD Asset Management, LP

$3,794,406

1.06%

1,277,578

TUDOR INVESTMENT CORP ET AL

$3,412,737

0.95%

1,149,070

Union Square Park Capital Management, LLC

$3,341,250

0.93%

1,125,000

HRT FINANCIAL LP

$3,103,546

0.87%

1,044,965

Meros Investment Management, LP

$2,872,382

0.80%

967,132

Alberta Investment Management Corp

$2,524,500

0.70%

850,000

CITADEL ADVISORS LLC

$2,480,924

0.69%

835,328

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	835,328	$2,480,924	100.0%	Defined

JANE STREET GROUP, LLC

$2,476,478

0.69%

833,831

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	833,831	$2,476,478	100.0%	Defined

STATE STREET CORP

$2,142,115

0.60%

721,251

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	721,251	$2,142,115	100.0%	Defined

Greenland Capital Management LP

$1,930,500

0.54%

650,000

LMR Partners LLP

$1,666,541

0.47%

561,125

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LMR PARTNERS (DIFC) Ltd	561,125	$1,666,541	100.0%	Sole

GSA CAPITAL PARTNERS LLP

$1,608,361

0.45%

541,536

MORGAN STANLEY

$1,598,207

0.45%

538,118

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	3,323	$9,869	0.6%	Defined
MORGAN STANLEY & CO. LLC	3	$8	0.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	521,260	$1,548,142	96.9%	Defined
MORGAN STANLEY SMITH BARNEY LLC	13,489	$40,061	2.5%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	43	$127	0.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,583,719

0.44%

533,239

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	533,239	$1,583,719	100.0%	Other

Beverly Hills Private Wealth, LLC

$1,532,830

0.43%

516,105

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Avise Financial Cooperative, Inc.	40,235	$119,497	7.8%	Other
Held directly	475,870	$1,413,333	92.2%	Sole

Bulldog Investors, LLP

$1,485,000

0.41%

500,000

Quinn Opportunity Partners LLC

$1,469,956

0.41%

494,935

Bleakley Financial Group, LLC

$1,452,615

0.41%

489,096

Northern Right Capital Management, L.P.

$1,423,645

0.40%

479,342

HSBC HOLDINGS PLC

$1,404,691

0.39%

472,960

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	472,960	$1,404,691	100.0%	Defined

CANTOR FITZGERALD, L. P.

$1,336,500

0.37%

450,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cantor Fitzgerald & Co.	450,000	$1,336,500	100.0%	Defined

GOLDMAN SACHS GROUP INC

$1,205,680

0.34%

405,953

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	285,657	$848,401	70.4%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	120,296	$357,279	29.6%	Defined

JPMORGAN CHASE & CO

$1,064,319

0.30%

358,357

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	93,179	$276,741	26.0%	Defined
J.P. Morgan Investment Management Inc.	265,160	$787,525	74.0%	Defined
J.P. Morgan SE	18	$53	0.0%	Defined

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

$1,043,458

0.29%

351,334

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	971	$2,883	0.3%	Defined
UBS Asset Management Switzerland AG	295,690	$878,199	84.2%	Sole
UBS Asset Management (UK) Ltd.	44,022	$130,744	12.5%	Defined
Held directly	10,651	$31,632	3.0%	Defined

Yakira Capital Management, Inc.

$1,026,601

0.29%

345,657

GABELLI & Co INVESTMENT ADVISERS, INC.

$945,395

0.26%

318,315

GEODE CAPITAL MANAGEMENT, LLC

$835,145

0.23%

281,194

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	9,069	$26,934	3.2%	Defined
Held directly	272,125	$808,211	96.8%	Defined

MILLENNIUM MANAGEMENT LLC

$800,851

0.22%

269,647

Swiss National Bank

$771,855

0.22%

259,884

Inspire Investing, LLC

$674,332

0.19%

227,048

GABELLI FUNDS LLC

$671,282

0.19%

226,021

Engineers Gate Manager LP

$618,692

0.17%

208,314

NORTHERN TRUST CORP

$605,961

0.17%

204,028

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	106,806	$317,213	52.3%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	97,222	$288,748	47.7%	Defined

Alpine Global Management, LLC

$594,000

0.17%

200,000

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$561,359

0.16%

189,010

DRW Securities, LLC

$518,416

0.14%

174,551

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DRW Investments joint	174,551	$518,416	100.0%	Other

Invesco Ltd.

$479,960

0.13%

161,603

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	1,485	$4,410	0.9%	Defined
Invesco Capital Management LLC	160,118	$475,550	99.1%	Defined

EVERGREEN CAPITAL MANAGEMENT LLC

$453,177

0.13%

152,585

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	152,585	$453,177	100.0%	Other

Squarepoint Ops LLC

$416,973

0.12%

140,395

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	140,395	$416,973	100.0%	Defined

State of New Jersey Common Pension Fund D

$412,155

0.12%

138,773

Zurcher Kantonalbank (Zurich Cantonalbank)

$377,062

0.11%

126,957

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$374,484

0.10%

126,089

VANGUARD FIDUCIARY TRUST CO

$333,005

0.09%

112,123

CALDWELL SUTTER CAPITAL, INC.

$292,420

0.08%

98,458

UBS Group AG

$272,039

0.08%

91,596

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	924	$2,744	1.0%	Defined
UBS AG	90,672	$269,295	99.0%	Defined

VANGUARD ASSET MANAGEMENT, Ltd

$263,771

0.07%

88,812

Legal & General Group Plc

$262,526

0.07%

88,393

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management Ltd joint	88,393	$262,526	100.0%	Defined

Jain Global LLC

$243,382

0.07%

81,947

CANADA LIFE ASSURANCE Co

$242,963

0.07%

81,806

XTX Topco Ltd

$241,184

0.07%

81,207

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	81,207	$241,184	100.0%	Defined

BOOTHBAY FUND MANAGEMENT, LLC

$239,304

0.07%

80,574

OP Asset Management Ltd

$239,275

0.07%

80,564

Connor, Clark & Lunn Investment Management Ltd.

$221,832

0.06%

74,691

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	74,691	$221,832	100.0%	Sole

BARCLAYS PLC

$195,998

0.05%

65,993

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	64,721	$192,221	98.1%	Defined
BARCLAYS CAPITAL INC.	1,272	$3,777	1.9%	Defined

Jupiter Topco LLC

$195,515

0.05%

65,830

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	65,830	$195,515	100.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$190,759

0.05%

64,229

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Arax Advisory Partners	1,253	$3,721	2.0%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	85	$252	0.1%	Other
Held directly	62,891	$186,786	97.9%	Defined

CITIGROUP INC

$187,781

0.05%

63,226

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	63,226	$187,781	100.0%	Defined

JACOBS LEVY EQUITY MANAGEMENT, INC

$181,140

0.05%

60,990

Tidal Investments LLC

$180,816

0.05%

60,881

Worth Venture Partners, LLC

$171,963

0.05%

57,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Midwest Advisors LLC	57,900	$171,963	100.0%	Other

Balyasny Asset Management L.P.

$165,330

0.05%

55,667

Vanguard Personalized Indexing Management, LLC

$154,769

0.04%

52,111

GTS SECURITIES LLC

$149,465

0.04%

50,325

State of Wyoming

$144,511

0.04%

48,657

BANK OF AMERICA CORP /DE/

$144,133

0.04%

48,530

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	30,580	$90,822	63.0%	Defined
BOFA SECURITIES, INC.	17,950	$53,311	37.0%	Defined

Creative Planning

$133,424

0.04%

44,924

Clear Harbor Asset Management, LLC

$124,888

0.03%

42,050

Quantinno Capital Management LP

$123,970

0.03%

41,741

Avise Financial Cooperative, Inc.

$119,497

0.03%

40,235

Russell Investments Group, Ltd.

$118,336

0.03%

39,844

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	39,844	$118,336	100.0%	Defined

Quantbot Technologies LP

$107,413

0.03%

36,166

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	36,166	$107,413	100.0%	Sole

ARIZONA STATE RETIREMENT SYSTEM

$106,112

0.03%

35,728

Vanguard Investments Australia, Ltd.

$94,490

0.03%

31,815

MACQUARIE GROUP LTD

$94,279

0.03%

31,744

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Macquarie Investment Management Australia Limited	31,744	$94,279	100.0%	Sole

T3 Companies, LLC

$89,100

0.02%

30,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T3 Global Trading, LLC	30,000	$89,100	100.0%	Sole

MERCER GLOBAL ADVISORS INC /ADV

$86,216

0.02%

29,029

KLP KAPITALFORVALTNING AS

$85,877

0.02%

28,915

Vestcor Inc

$79,070

0.02%

26,623

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$70,092

0.02%

23,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	23,600	$70,092	100.0%	Other

BNP PARIBAS ARBITRAGE, SA

$69,281

0.02%

23,327

JANE STREET GROUP, LLC

$67,419

0.02%

22,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	22,700	$67,419	100.0%	Defined

Key facts CIK 922864 CUSIP 03748R747 13F (30d) 100 filings 100 filers Visit website