Apartment Investment and Management Ownership 2024 | Who Owns Apartment Investment and Management Now?

Overview RevenueFinancials Chart

Institutional Ownership

0.32%

Insider Ownership

8.40%

Retail Ownership

91.28%

Institutional Holders

2.00

Apartment Investment and Management Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	14.53%	0.00%	21,917,760	89,431	0.41%	168,547,575,000	Mar 31, 2023
PRICE T ROWE ASSOCIATES INC /MD/	11.90%	0.02%	17,952,941	513,565	2.94%	138,059,000	Mar 31, 2023
BLACKROCK INC.	9.30%	0.00%	14,023,124	73,807	0.53%	107,837,824,000	Mar 31, 2023
SESSA CAPITAL IM, L.P.	6.58%	2.90%	9,932,043	-	-	76,377,411,000	Mar 31, 2023
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC	6.27%	16.82%	9,460,718	661,749	7.52%	72,752,921,000	Mar 31, 2023
STATE STREET CORP	4.81%	0.00%	7,260,926	-34,960	-0.48%	55,836,521,000	Mar 31, 2023
GOLDMAN SACHS GROUP INC	3.85%	0.01%	5,799,817	962,553	19.90%	44,600,593,000	Mar 31, 2023
LONG POND CAPITAL, LP	3.47%	2.16%	5,239,975	-570,391	-9.82%	40,295,408,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	2.25%	0.00%	3,398,866	45,635	1.36%	26,137,287,000	Mar 31, 2023
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.93%	0.02%	2,909,504	-141,302	-4.63%	22,375,000	Mar 31, 2023
SOLEL PARTNERS LP	1.65%	3.91%	2,487,494	-	-	19,128,829,000	Mar 31, 2023
DIMENSIONAL FUND ADVISORS LP	1.41%	0.01%	2,125,786	34,356	1.64%	16,345,329,000	Mar 31, 2023
VERITION FUND MANAGEMENT LLC	1.35%	0.22%	2,029,055	2,029,055	100.00%	15,603,433,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.23%	0.00%	1,853,236	-388,158	-17.32%	14,251,385,000	Mar 31, 2023
NORTHERN TRUST CORP	1.12%	0.00%	1,682,194	-30,059	-1.76%	12,936,071,000	Mar 31, 2023
IRENIC CAPITAL MANAGEMENT LP	1.06%	4.23%	1,594,841	1,594,841	100.00%	12,264,327,000	Mar 31, 2023
TOMS CAPITAL INVESTMENT MANAGEMENT LP	1.05%	0.74%	1,578,400	1,578,400	100.00%	12,137,896,000	Mar 31, 2023
UNIPLAN INVESTMENT COUNSEL, INC.	0.97%	0.79%	1,457,073	-13,569	-0.92%	11,204,000	Mar 31, 2023
MADISON AVENUE PARTNERS, LP	0.92%	2.29%	1,382,889	-327,911	-19.17%	10,634,416,000	Mar 31, 2023
WATERFRONT CAPITAL PARTNERS, LLC	0.71%	0.62%	1,069,536	1,069,536	100.00%	8,224,732,000	Mar 31, 2023

Apartment Investment and Management's largest institutional shareholder is VANGUARD GROUP INC, holding 14.53% of the company's total share outstanding, currently valued at $168.55B. The top 10 institutional shareholders own together 64.90% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC	6.27%	16.82%	9,460,718	661,749	7.52%	72,752,921,000	Mar 31, 2023
IRENIC CAPITAL MANAGEMENT LP	1.06%	4.23%	1,594,841	1,594,841	100.00%	12,264,327,000	Mar 31, 2023
SOLEL PARTNERS LP	1.65%	3.91%	2,487,494	-	-	19,128,829,000	Mar 31, 2023
SESSA CAPITAL IM, L.P.	6.58%	2.90%	9,932,043	-	-	76,377,411,000	Mar 31, 2023
MADISON AVENUE PARTNERS, LP	0.92%	2.29%	1,382,889	-327,911	-19.17%	10,634,416,000	Mar 31, 2023
LONG POND CAPITAL, LP	3.47%	2.16%	5,239,975	-570,391	-9.82%	40,295,408,000	Mar 31, 2023
KCS WEALTH ADVISORY	0.25%	1.09%	376,187	45,942	13.91%	2,892,878,000	Mar 31, 2023
UNIPLAN INVESTMENT COUNSEL, INC.	0.97%	0.79%	1,457,073	-13,569	-0.92%	11,204,000	Mar 31, 2023
TOMS CAPITAL INVESTMENT MANAGEMENT LP	1.05%	0.74%	1,578,400	1,578,400	100.00%	12,137,896,000	Mar 31, 2023
WATERFRONT CAPITAL PARTNERS, LLC	0.71%	0.62%	1,069,536	1,069,536	100.00%	8,224,732,000	Mar 31, 2023
CALDWELL SUTTER CAPITAL, INC.	0.07%	0.60%	106,700	-4,000	-3.61%	820,523,000	Mar 31, 2023
ENDEAVOUR CAPITAL ADVISORS INC	0.08%	0.44%	126,284	-359,677	-74.01%	971,124,000	Mar 31, 2023
VERITION FUND MANAGEMENT LLC	1.35%	0.22%	2,029,055	2,029,055	100.00%	15,603,433,000	Mar 31, 2023
K2 PRINCIPAL FUND, L.P.	0.11%	0.17%	163,192	163,192	100.00%	1,254,946,000	Mar 31, 2023
THOMPSON SIEGEL & WALMSLEY LLC	0.69%	0.13%	1,033,627	-137,225	-11.72%	7,949,000	Mar 31, 2023
CIPHER CAPITAL LP	0.04%	0.09%	62,530	9,781	18.54%	480,856,000	Mar 31, 2023
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	0.02%	0.07%	34,299	950	2.85%	263,759,000	Mar 31, 2023
K2 PRINCIPAL FUND, L.P.	0.03%	0.05%	50,000	50,000	100.00%	384,500,000	Mar 31, 2023
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.58%	0.04%	879,500	532,800	153.68%	6,763,355,000	Mar 31, 2023
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.25%	0.03%	382,486	-11,996	-3.04%	2,941,315,000	Mar 31, 2023

The largest Apartment Investment and Management shareholder by % of total assets is LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC. The company owns 9.46M shares of Apartment Investment and Management (AIV), representing 16.82% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VERITION FUND MANAGEMENT LLC	1.35%	0.22%	2,029,055	2,029,055	100.00%	15,603,433,000	Mar 31, 2023
IRENIC CAPITAL MANAGEMENT LP	1.06%	4.23%	1,594,841	1,594,841	100.00%	12,264,327,000	Mar 31, 2023
TOMS CAPITAL INVESTMENT MANAGEMENT LP	1.05%	0.74%	1,578,400	1,578,400	100.00%	12,137,896,000	Mar 31, 2023
WATERFRONT CAPITAL PARTNERS, LLC	0.71%	0.62%	1,069,536	1,069,536	100.00%	8,224,732,000	Mar 31, 2023
GOLDMAN SACHS GROUP INC	3.85%	0.01%	5,799,817	962,553	19.90%	44,600,593,000	Mar 31, 2023
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC	6.27%	16.82%	9,460,718	661,749	7.52%	72,752,921,000	Mar 31, 2023
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.58%	0.04%	879,500	532,800	153.68%	6,763,355,000	Mar 31, 2023
PRICE T ROWE ASSOCIATES INC /MD/	11.90%	0.02%	17,952,941	513,565	2.94%	138,059,000	Mar 31, 2023
ENVESTNET ASSET MANAGEMENT INC	0.29%	0.00%	434,897	357,292	460.40%	750,672,000	Mar 31, 2023
DEUTSCHE BANK AG\	0.21%	0.00%	318,776	213,843	203.79%	2,451,388,000	Mar 31, 2023
D. E. SHAW & CO., INC.	0.47%	0.01%	708,238	189,698	36.58%	5,446,350,000	Mar 31, 2023
SIMPLEX TRADING, LLC	0.11%	0.00%	167,404	167,404	100.00%	1,287,000	Mar 31, 2023
K2 PRINCIPAL FUND, L.P.	0.11%	0.17%	163,192	163,192	100.00%	1,254,946,000	Mar 31, 2023
PRUDENTIAL FINANCIAL INC	0.10%	0.00%	144,448	132,839	1144.28%	1,110,806,000	Mar 31, 2023
MAN GROUP PLC	0.46%	0.02%	701,271	116,476	19.92%	5,392,774,000	Mar 31, 2023
FIRST TRUST ADVISORS LP	0.38%	0.01%	573,007	107,621	23.13%	4,406,423,000	Mar 31, 2023
UBS GROUP AG	0.13%	0.00%	200,450	98,406	96.43%	1,541,461,000	Mar 31, 2023
VANGUARD GROUP INC	14.53%	0.00%	21,917,760	89,431	0.41%	168,547,575,000	Mar 31, 2023
MARSHALL WACE, LLP	0.06%	0.00%	88,921	88,921	100.00%	683,802,000	Mar 31, 2023
PEAK6 INVESTMENTS LLC	0.05%	0.00%	82,781	82,781	100.00%	636,586,000	Mar 31, 2023

As of Mar 31 2023, Apartment Investment and Management's largest institutional buyer is VERITION FUND MANAGEMENT LLC. The company purchased 2.03M stocks of AIV, valued at $15.60B.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MILLENNIUM MANAGEMENT LLC	0.10%	0.00%	157,090	-2,550,818	-94.20%	1,208,000	Mar 31, 2023
BALYASNY ASSET MANAGEMENT L.P.	0.65%	0.02%	985,761	-1,830,188	-64.99%	7,580,502,000	Mar 31, 2023
LONG POND CAPITAL, LP	3.47%	2.16%	5,239,975	-570,391	-9.82%	40,295,408,000	Mar 31, 2023
BARCLAYS PLC	0.05%	0.00%	79,722	-560,714	-87.55%	613,000	Mar 31, 2023
CUBIST SYSTEMATIC STRATEGIES, LLC	0.01%	0.00%	22,300	-428,609	-95.05%	171,487,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.23%	0.00%	1,853,236	-388,158	-17.32%	14,251,385,000	Mar 31, 2023
ENDEAVOUR CAPITAL ADVISORS INC	0.08%	0.44%	126,284	-359,677	-74.01%	971,124,000	Mar 31, 2023
MADISON AVENUE PARTNERS, LP	0.92%	2.29%	1,382,889	-327,911	-19.17%	10,634,416,000	Mar 31, 2023
STATE OF NEW JERSEY COMMON PENSION FUND D	-	-	-	-287,925	-100.00%	-	Mar 31, 2023
TWO SIGMA ADVISERS, LP	0.01%	0.00%	10,400	-219,100	-95.47%	79,976,000	Mar 31, 2023
TWO SIGMA INVESTMENTS, LP	-	-	-	-196,840	-100.00%	-	Mar 31, 2023
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-161,531	-100.00%	-	Mar 31, 2023
PANAGORA ASSET MANAGEMENT INC	-	-	-	-148,206	-100.00%	-	Mar 31, 2023
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.93%	0.02%	2,909,504	-141,302	-4.63%	22,375,000	Mar 31, 2023
THOMPSON SIEGEL & WALMSLEY LLC	0.69%	0.13%	1,033,627	-137,225	-11.72%	7,949,000	Mar 31, 2023
GRAHAM CAPITAL MANAGEMENT, L.P.	0.01%	0.00%	19,053	-133,594	-87.52%	146,517,000	Mar 31, 2023
RUSSELL INVESTMENTS GROUP, LTD.	0.00%	-	260	-129,152	-99.80%	1,999,000	Mar 31, 2023
JUMP FINANCIAL, LLC	-	-	-	-105,243	-100.00%	-	Mar 31, 2023
TCW GROUP INC	-	-	-	-101,622	-100.00%	-	Mar 31, 2023
JENNISON ASSOCIATES LLC	-	-	-	-90,199	-100.00%	-	Mar 31, 2023

As of Mar 31 2023, Apartment Investment and Management's biggest institutional seller is MILLENNIUM MANAGEMENT LLC. The company sold -2.55M shares of AIV, valued at $1.21M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VERITION FUND MANAGEMENT LLC	1.35%	0.22%	2,029,055	2,029,055	100.00%	15,603,433,000	Mar 31, 2023
IRENIC CAPITAL MANAGEMENT LP	1.06%	4.23%	1,594,841	1,594,841	100.00%	12,264,327,000	Mar 31, 2023
TOMS CAPITAL INVESTMENT MANAGEMENT LP	1.05%	0.74%	1,578,400	1,578,400	100.00%	12,137,896,000	Mar 31, 2023
WATERFRONT CAPITAL PARTNERS, LLC	0.71%	0.62%	1,069,536	1,069,536	100.00%	8,224,732,000	Mar 31, 2023
SIMPLEX TRADING, LLC	0.11%	0.00%	167,404	167,404	100.00%	1,287,000	Mar 31, 2023
K2 PRINCIPAL FUND, L.P.	0.11%	0.17%	163,192	163,192	100.00%	1,254,946,000	Mar 31, 2023
MARSHALL WACE, LLP	0.06%	0.00%	88,921	88,921	100.00%	683,802,000	Mar 31, 2023
PEAK6 INVESTMENTS LLC	0.05%	0.00%	82,781	82,781	100.00%	636,586,000	Mar 31, 2023
SIMPLICITY SOLUTIONS, LLC	0.05%	0.02%	74,880	74,880	100.00%	575,827,000	Mar 31, 2023
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.05%	0.01%	68,524	68,524	100.00%	526,950,000	Mar 31, 2023
HAP TRADING, LLC	0.03%	0.01%	50,800	50,800	100.00%	51,000	Mar 31, 2023
K2 PRINCIPAL FUND, L.P.	0.03%	0.05%	50,000	50,000	100.00%	384,500,000	Mar 31, 2023
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.02%	0.00%	24,246	24,246	100.00%	186,000	Mar 31, 2023
PARALLAX VOLATILITY ADVISERS, L.P.	0.01%	0.00%	20,300	20,300	100.00%	156,107,000	Mar 31, 2023
PRINCIPAL FINANCIAL GROUP INC	0.01%	0.00%	17,068	17,068	100.00%	131,253,000	Mar 31, 2023
VIDENT INVESTMENT ADVISORY, LLC	0.01%	0.00%	16,147	16,147	100.00%	124,170,000	Mar 31, 2023
HBK SORCE ADVISORY LLC	0.01%	0.00%	13,280	13,280	100.00%	153,000	Mar 31, 2023
EQIS CAPITAL MANAGEMENT, INC.	0.01%	0.01%	12,938	12,938	100.00%	99,496,000	Mar 31, 2023
PROFICIO CAPITAL PARTNERS LLC	0.01%	0.00%	12,281	12,281	100.00%	12,281,000	Mar 31, 2023
MERCER GLOBAL ADVISORS INC /ADV	0.01%	0.00%	10,769	10,769	100.00%	83,000	Mar 31, 2023
AIGEN INVESTMENT MANAGEMENT, LP	0.01%	0.01%	10,202	10,202	100.00%	78,453,000	Mar 31, 2023
RAYMOND JAMES & ASSOCIATES	0.00%	-	5,000	5,000	100.00%	25,000,000	Mar 31, 2023
ELLEVEST, INC.	0.00%	0.00%	917	917	100.00%	7,052,000	Mar 31, 2023
PARALLAX VOLATILITY ADVISERS, L.P.	0.00%	-	550	550	100.00%	4,230,000	Mar 31, 2023
BELLWETHER ADVISORS, LLC	-	0.00%	63	63	100.00%	484,000	Mar 31, 2023
CREATIVE PLANNING	-	-	6	6	100.00%	47,000	Mar 31, 2023
SUNBELT SECURITIES, INC.	-	-	4	4	100.00%	29,000	Mar 31, 2023

Apartment Investment and Management's largest new institutional shareholder by number of shares is VERITION FUND MANAGEMENT LLC, purchased 2.03M shares, valued at $15.60B, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
STATE OF NEW JERSEY COMMON PENSION FUND D	-	-	-	-287,925	-100.00%	-	Mar 31, 2023
TWO SIGMA INVESTMENTS, LP	-	-	-	-196,840	-100.00%	-	Mar 31, 2023
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-161,531	-100.00%	-	Mar 31, 2023
PANAGORA ASSET MANAGEMENT INC	-	-	-	-148,206	-100.00%	-	Mar 31, 2023
JUMP FINANCIAL, LLC	-	-	-	-105,243	-100.00%	-	Mar 31, 2023
TCW GROUP INC	-	-	-	-101,622	-100.00%	-	Mar 31, 2023
JENNISON ASSOCIATES LLC	-	-	-	-90,199	-100.00%	-	Mar 31, 2023
BAILARD, INC.	-	-	-	-54,695	-100.00%	-	Mar 31, 2023
GSA CAPITAL PARTNERS LLP	-	-	-	-45,981	-100.00%	-	Mar 31, 2023
BLUEFIN CAPITAL MANAGEMENT, LLC	-	-	-	-40,000	-100.00%	-	Mar 31, 2023
ENGINEERS GATE MANAGER LP	-	-	-	-32,738	-100.00%	-	Mar 31, 2023
STATE OF WYOMING	-	-	-	-28,934	-100.00%	-	Mar 31, 2023
TRUIST FINANCIAL CORP	-	-	-	-21,932	-100.00%	-	Mar 31, 2023
BAYESIAN CAPITAL MANAGEMENT, LP	-	-	-	-20,400	-100.00%	-	Mar 31, 2023
FOX RUN MANAGEMENT, L.L.C.	-	-	-	-18,753	-100.00%	-	Mar 31, 2023
LMR PARTNERS LLP	-	-	-	-16,104	-100.00%	-	Mar 31, 2023
SHERBROOKE PARK ADVISERS LLC	-	-	-	-14,600	-100.00%	-	Mar 31, 2023
HRT FINANCIAL LP	-	-	-	-14,331	-100.00%	-	Mar 31, 2023
COMMONWEALTH EQUITY SERVICES, LLC	-	-	-	-14,175	-100.00%	-	Mar 31, 2023
TRI LOCUM PARTNERS LP	-	-	-	-14,169	-100.00%	-	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	-	-	-	-13,600	-100.00%	-	Mar 31, 2023
GOTHAM ASSET MANAGEMENT, LLC	-	-	-	-10,790	-100.00%	-	Mar 31, 2023
SQUAREPOINT OPS LLC	-	-	-	-10,260	-100.00%	-	Mar 31, 2023
DARK FOREST CAPITAL MANAGEMENT LP	-	-	-	-1,054	-100.00%	-	Mar 31, 2023
CASSADY SCHILLER WEALTH MANAGEMENT, LLC	-	-	-	-855	-100.00%	-	Mar 31, 2023
POINT72 MIDDLE EAST FZE	-	-	-	-619	-100.00%	-	Mar 31, 2023
ROCKEFELLER CAPITAL MANAGEMENT L.P.	-	-	-	-386	-100.00%	-	Mar 31, 2023
BESSEMER GROUP INC	-	-	-	-300	-100.00%	-	Mar 31, 2023
IFP ADVISORS, INC	-	-	-	-225	-100.00%	-	Mar 31, 2023
QUANTBOT TECHNOLOGIES LP	-	-	-	-115	-100.00%	-	Mar 31, 2023

Apartment Investment and Management's largest sold out institutional shareholder by shares sold is STATE OF NEW JERSEY COMMON PENSION FUND D, sold -0.29M shares, valued at -, as of undefined.

Apartment Investment and Management Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
COHEN & STEERS REAL ESTATE SECURITIES FUND INC	2.58%	4,766,932	-	-	Dec 31, 2023
T. Rowe Price Real Estate Fund, Inc.	1.88%	469,931	-	-	Dec 31, 2023
BlackRock Advantage SMID Cap Fund, Inc.	1.68%	315,773	-	-	Dec 29, 2023
PIONEER REAL ESTATE SHARES	1.53%	58,728	-	-	Mar 31, 2023
Voya Global Advantage & Premium Opportunity Fund	1.32%	82,017	-	-	Feb 29, 2024
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND	1.19%	243,675	-	-	Feb 29, 2024
T. Rowe Price Mid-Cap Value Fund, Inc.	1.11%	9,590,583	-25,100	-0.26%	Dec 31, 2023
COHEN & STEERS REALTY SHARES INC	1.03%	1,355,091	-	-	Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS I	0.98%	23,152	-	-	Jan 31, 2023
NUVEEN REAL ESTATE INCOME FUND	0.62%	194,874	-	-	Dec 31, 2023
SPIRIT OF AMERICA INVESTMENT FUND INC	0.48%	27,050	-	-	Feb 29, 2024
PIONEER REAL ESTATE SHARES	0.46%	17,716	-	-	Mar 31, 2023
COHEN & STEERS INSTITUTIONAL REALTY SHARES INC	0.46%	911,743	-	-	Dec 31, 2023
NUVEEN INVESTMENT TRUST	0.42%	168,100	-	-	Dec 31, 2023
Nuveen Core Equity Alpha Fund	0.39%	9,091	-	-	Dec 31, 2023
T. Rowe Price Small-Cap Value Fund, Inc.	0.27%	2,031,265	315,600	18.40%	Dec 31, 2023
Eaton Vance Tax-Managed Buy-Write Income Fund	0.27%	12,051	-	-	Dec 31, 2023
Eaton Vance Tax-Managed Buy-Write Income Fund	0.27%	11,985	-	-	Dec 31, 2023
CBRE GLOBAL REAL ESTATE INCOME FUND	0.25%	276,700	-	-	Dec 29, 2023
COHEN & STEERS TOTAL RETURN REALTY FUND INC	0.24%	105,156	-	-	Dec 31, 2023
CGM TRUST	0.24%	320,000	-	-	Sep 30, 2022
Eaton Vance Tax-Managed Buy-Write Opportunities Fund	0.21%	34,616	-	-	Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS IV	0.20%	208,852	-	-	Dec 29, 2023
VANGUARD VALLEY FORGE FUNDS	0.17%	85,801	-	-	Dec 31, 2023
Eaton Vance Tax-Managed Buy-Write Opportunities Fund	0.17%	27,957	-	-	Dec 31, 2023
Nuveen NASDAQ 100 Dynamic Overwrite Fund	0.15%	19,395	-	-	Dec 31, 2023
abrdn Global Premier Properties Fund	0.15%	69,444	-	-	Jan 31, 2024
ETFis Series Trust I	0.15%	213,787	-	-	Jan 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.	0.14%	88,678	-	-	Feb 29, 2024
Federated Hermes MDT Series	0.12%	302,825	-	-	Jan 31, 2024
VANGUARD SPECIALIZED FUNDS	0.12%	6,563,759	-	-	Jan 31, 2024
Voya EQUITY TRUST	0.10%	148,935	23,234	18.48%	Feb 29, 2024
Guggenheim Enhanced Equity Income Fund	0.10%	17,195	-	-	Sep 30, 2021
VANGUARD SPECIALIZED FUNDS	0.10%	5,375,176	-142,770	-2.59%	Jan 31, 2024
Nuveen S&P 500 BuyWrite Income Fund	0.10%	73,515	-	-	Dec 31, 2023
DEUTSCHE DWS INSTITUTIONAL FUNDS	0.09%	30,223	-	-	Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.09%	340,298	-	-	Jan 31, 2024
Kelly Strategic ETF Trust	0.09%	2,364	-	-	Feb 29, 2024
Total Fund Solution	0.09%	31,220	-	-	Dec 31, 2023
COHEN & STEERS QUALITY INCOME REALTY FUND INC	0.08%	716,629	-	-	Dec 31, 2023
Apollo Diversified Real Estate Fund	0.07%	248,791	-	-	Dec 31, 2023
Innovator ETFs Trust II	0.06%	22,504	-	-	Jul 31, 2021
Nuveen Core Equity Alpha Fund	0.06%	1,382	-	-	Dec 31, 2023
Collaborative Investment Series Trust	0.05%	9,505	-	-	Dec 31, 2023
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO	0.05%	8,734	-	-	Dec 31, 2023
ETF Managers Trust	0.05%	397,516	-	-	Dec 31, 2023
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.05%	22,668	-	-	Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS	0.05%	1,458,617	-	-	Dec 31, 2023
T. Rowe Price Real Assets Fund, Inc.	0.05%	582,815	-	-	Dec 31, 2023
DELAWARE VIP TRUST	0.05%	153,970	-	-	Dec 29, 2023
NEUBERGER BERMAN EQUITY FUNDS	0.04%	424,446	-	-	Feb 29, 2024
QUANTITATIVE MASTER SERIES LLC	0.04%	270,289	17,509	6.93%	Dec 31, 2023
SPDR S&P 500 ETF TRUST	0.04%	1,574,380	-	-	Dec 31, 2023
SYNTAX ETF TRUST	0.04%	1,168	-	-	Dec 31, 2023
Collaborative Investment Series Trust	0.03%	6,020	-	-	Dec 31, 2023
Apollo Diversified Real Estate Fund	0.03%	115,480	-	-	Dec 31, 2023
AMG Funds I	0.03%	48,540	-	-	Jan 31, 2024
Nuveen S&P 500 BuyWrite Income Fund	0.03%	23,114	-20,000	-46.39%	Dec 31, 2023
VANGUARD INDEX FUNDS	0.03%	14,127,212	1,975,285	16.25%	Dec 31, 2023
Humankind Benefit Corp	0.03%	668	109	19.50%	Dec 31, 2023
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC	0.03%	285,532	-	-	Dec 31, 2023
NUVEEN DIVERSIFIED DIVIDEND & INCOME FUND	0.03%	47,868	-	-	Sep 30, 2021
IndexIQ ETF Trust	0.03%	64,610	16,643	34.70%	Jan 31, 2024
VIRTUS VARIABLE INSURANCE TRUST	0.03%	43,915	-	-	Dec 29, 2023
VANGUARD INDEX FUNDS	0.03%	12,705,917	-	-	Dec 31, 2023
Seven Hills Realty Trust	0.03%	25,451	-	-	Dec 31, 2020
FIDELITY SECURITIES FUND	0.03%	2,406,075	-	-	Jan 31, 2024
FIDELITY SELECT PORTFOLIOS	0.03%	1,657,948	-	-	Feb 29, 2024
FIDELITY SELECT PORTFOLIOS	0.03%	1,621,888	-	-	Feb 29, 2024
ETFis Series Trust I	0.02%	32,410	-	-	Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 1	0.02%	5,173	-	-	Dec 31, 2023
Federated Hermes Index Trust	0.02%	4,980	-	-	Jan 31, 2024
BNY MELLON STOCK INDEX FUND, INC.	0.02%	14,738	-	-	Mar 31, 2024
VANGUARD QUANTITATIVE FUNDS	0.02%	182,700	-	-	Dec 31, 2023
SSGA FUNDS	0.02%	9,066	-	-	Feb 29, 2024
FIDELITY SECURITIES FUND	0.02%	1,854,164	-	-	Jan 31, 2024
Global Beta ETF Trust	0.02%	53	-	-	May 31, 2022
PUTNAM ASSET ALLOCATION FUNDS	0.02%	40,100	-	-	Feb 29, 2024
PUTNAM ASSET ALLOCATION FUNDS	0.02%	38,181	-	-	Feb 29, 2024
AGF Investments Trust	0.02%	-600	-	-	Dec 31, 2023
SELECT SECTOR SPDR TRUST	0.01%	462,621	-	-	Dec 31, 2023
Cohen & Steers Alternative Income Fund, Inc.	0.01%	3,950	-	-	Jan 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.	0.01%	9,687	497	5.41%	Sep 30, 2023
VANGUARD HORIZON FUNDS	0.01%	286,866	-	-	Dec 31, 2023
SCHWAB ANNUITY PORTFOLIOS	0.01%	4,357	-	-	Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.01%	45,739	-185,820	-80.25%	Jan 31, 2024
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS)	0.01%	965,284	-	-	Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI	0.01%	46,923	-	-	Dec 31, 2023
T. Rowe Price Index Trust, Inc.	0.01%	184,790	-	-	Feb 29, 2024
Lattice Strategies Trust	0.01%	19,120	-	-	Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST	0.01%	820,899	-	-	Jan 31, 2024
SCHWAB STRATEGIC TRUST	0.01%	1,684,874	-	-	Feb 29, 2024
MUTUAL OF AMERICA INVESTMENT CORP	0.01%	371,495	2,554	0.69%	Dec 31, 2023
Voya VARIABLE PORTFOLIOS INC	0.01%	276,792	6,356	2.35%	Dec 31, 2023
Nushares ETF Trust	0.01%	63,972	-	-	Jan 31, 2024
FIDELITY CONCORD STREET TRUST	0.01%	1,708,307	-	-	Feb 29, 2024
FORUM FUNDS II	0.01%	6,859	-	-	Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.01%	3,294	-	-	Dec 31, 2023
John Hancock Exchange-Traded Fund Trust	0.01%	42,562	-	-	Jan 31, 2024
Fidelity Commonwealth Trust II	0.01%	43,165	-	-	Aug 31, 2023

Apartment Investment and Management's largest mutual fund holder by % of total assets is "COHEN & STEERS REAL ESTATE SECURITIES FUND INC", owning 4.77M shares, compromising 2.58% of its total assets.

Apartment Investment and Management Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Sep, 21	2	-
31 Mar, 21	2	-66.67%
31 Dec, 20	6	-97.99%
30 Sep, 20	298	-6.29%
30 Jun, 20	318	-0.93%
31 Mar, 20	321	-8.02%
31 Dec, 19	349	-3.06%
30 Sep, 19	360	1.12%
30 Jun, 19	356	3.49%
31 Mar, 19	344	-

As of 30 Sep 21, 2 institutions are holding Apartment Investment and Management's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Sep, 21	485,969	-
31 Mar, 21	43,476	-96.88%
31 Dec, 20	1,393,702	-99.08%
30 Sep, 20	150,941,265	0.44%
30 Jun, 20	150,284,267	0.20%
31 Mar, 20	149,981,809	0.40%
31 Dec, 19	149,380,869	0.41%
30 Sep, 19	148,777,854	3.49%
30 Jun, 19	143,760,221	-0.62%
31 Mar, 19	144,652,284	-

Apartment Investment and Management (AIV) has 485.97K shares outstanding as of 30 Sep 21, up 0.00% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Sep, 21	0.32%	-
31 Mar, 21	0.03%	3.33%
31 Dec, 20	0.94%	0.01%
30 Sep, 20	101.28%	0.99%
30 Jun, 20	100.95%	0.99%
31 Mar, 20	100.75%	1.00%
31 Dec, 19	100.46%	1.00%
30 Sep, 19	100.10%	1.07%
30 Jun, 19	96.74%	1.02%
31 Mar, 19	97.34%	-

As of 30 Sep 21, Apartment Investment and Management is held by 0.32% institutional shareholders, representing a 0.00% growth compared to 31 Mar 21.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Sep, 21	2	-
31 Mar, 21	2	-33.33%
31 Dec, 20	3	-97.83%
30 Sep, 20	138	-4.17%
30 Jun, 20	144	-7.10%
31 Mar, 20	155	-12.43%
31 Dec, 19	177	-0.56%
30 Sep, 19	178	-4.81%
30 Jun, 19	187	-45.16%
31 Mar, 19	341	-

2 institutional shareholders have increased their position in AIV stock as of 30 Sep 21 compared to 2 in the previous quarter (a 0.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Sep, 21	-	-
31 Mar, 21	-	-100.00%
31 Dec, 20	2	-98.25%
30 Sep, 20	114	-18.57%
30 Jun, 20	140	11.11%
31 Mar, 20	126	5.00%
31 Dec, 19	120	-7.69%
30 Sep, 19	130	-
30 Jun, 19	130	-
31 Mar, 19	-	-

- institutional shareholders have reduced their position in AIV stock as of 30 Sep 21 compared to - in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Sep, 21	2	-	485,969	-	0.32%	-	2	-	-	-
31 Mar, 21	2	-66.67%	43,476	-96.88%	0.03%	3.33%	2	-33.33%	-	-100.00%
31 Dec, 20	6	-97.99%	1,393,702	-99.08%	0.94%	0.01%	3	-97.83%	2	-98.25%
30 Sep, 20	298	-6.29%	150,941,265	0.44%	101.28%	0.99%	138	-4.17%	114	-18.57%
30 Jun, 20	318	-0.93%	150,284,267	0.20%	100.95%	0.99%	144	-7.10%	140	11.11%
31 Mar, 20	321	-8.02%	149,981,809	0.40%	100.75%	1.00%	155	-12.43%	126	5.00%
31 Dec, 19	349	-3.06%	149,380,869	0.41%	100.46%	1.00%	177	-0.56%	120	-7.69%
30 Sep, 19	360	1.12%	148,777,854	3.49%	100.10%	1.07%	178	-4.81%	130	-
30 Jun, 19	356	3.49%	143,760,221	-0.62%	96.74%	1.02%	187	-45.16%	130	-
31 Mar, 19	344	-	144,652,284	-	97.34%	-	341	-	-	-

Apartment Investment and Management Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Feb 02, 2024	Smith Deborah	director	-	P-Purchase	Buy	137	$7.30	$1.00K	63,669

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Feb 02, 2024	Smith Deborah	director	-	P-Purchase	Buy	137	$7.30	$1.00K	63,669

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Feb 02, 2024	Stanfield Lynn	officer	EVP and CFO	F-InKind	Sell	19,535	$7.64	$149.25K	494,456
Feb 02, 2024	Stanfield Lynn	officer	EVP and CFO	F-InKind	Sell	4,137	$7.43	$30.74K	490,319
Feb 02, 2024	Stanfield Lynn	officer	EVP and CFO	F-InKind	Sell	2,452	$7.61	$18.66K	487,867
Feb 02, 2024	Johnson Jennifer	officer	EVP, CAO, and General Counsel	F-InKind	Sell	11,042	$7.64	$84.36K	326,515
Feb 02, 2024	Johnson Jennifer	officer	EVP, CAO, and General Counsel	F-InKind	Sell	3,168	$7.43	$23.54K	323,347
Feb 02, 2024	Johnson Jennifer	officer	EVP, CAO, and General Counsel	F-InKind	Sell	1,751	$7.61	$13.33K	321,596

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Feb 02, 2024	Stanfield Lynn	officer	EVP and CFO	A-Award	Buy	27,888	-	-	513,991
Feb 02, 2024	Stanfield Lynn	officer	EVP and CFO	F-InKind	Sell	19,535	$7.64	$149.25K	494,456
Feb 02, 2024	Stanfield Lynn	officer	EVP and CFO	F-InKind	Sell	4,137	$7.43	$30.74K	490,319
Feb 02, 2024	Stanfield Lynn	officer	EVP and CFO	F-InKind	Sell	2,452	$7.61	$18.66K	487,867
Feb 02, 2024	Stanfield Lynn	officer	EVP and CFO	A-Award	Buy	135,892	-	-	486,103
Feb 02, 2024	Dreyer Kellie	officer	Senior Vice President and CAO	A-Award	Buy	5,250	-	-	77,885
Feb 02, 2024	Johnson Jennifer	officer	EVP, CAO, and General Counsel	A-Award	Buy	20,506	-	-	337,557
Feb 02, 2024	Johnson Jennifer	officer	EVP, CAO, and General Counsel	F-InKind	Sell	11,042	$7.64	$84.36K	326,515
Feb 02, 2024	Johnson Jennifer	officer	EVP, CAO, and General Counsel	F-InKind	Sell	3,168	$7.43	$23.54K	323,347
Feb 02, 2024	Johnson Jennifer	officer	EVP, CAO, and General Counsel	F-InKind	Sell	1,751	$7.61	$13.33K	321,596
Feb 02, 2024	Johnson Jennifer	officer	EVP, CAO, and General Counsel	A-Award	Buy	76,816	-	-	317,051
Feb 02, 2024	Powell Wesley William	director, officer	President and CEO	A-Award	Buy	634,400	$6.66	$4.23M	634,400
Feb 02, 2024	Powell Wesley William	director, officer	President and CEO	A-Award	Buy	179,858	-	-	594,012
Feb 02, 2024	Sykes Kirk	director	-	A-Award	Buy	15,092	-	-	90,979
Feb 02, 2024	Sullivan James Patrick	director	-	A-Award	Buy	24,147	-	-	42,765
Feb 02, 2024	Smith Deborah	director	-	A-Award	Buy	30,184	-	-	93,853
Feb 02, 2024	Smith Deborah	director	-	P-Purchase	Buy	137	$7.30	$1.00K	63,669
Feb 02, 2024	REXROAD SHERRY L	director	-	A-Award	Buy	30,184	-	-	51,401
Feb 02, 2024	Leupp Jay P	director	-	A-Award	Buy	30,184	-	-	130,780
Feb 02, 2024	Gibson Patricia L	director	-	A-Award	Buy	30,184	-	-	128,635

The last insider sell of Apartment Investment and Management's stock was made by Stanfield Lynn on Feb 02 2024, selling 19,535 shares at $7.64 per share (valued at $149.25K). The last insider buy of AIV was made by Smith Deborah on Feb 02 2024, buying 137 shares at $7.30 per share (worth $1.00K).

Apartment Investment and Management Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	15	6	250.00%
Q2 2023	1	-	-
Q1 2023	18	1	1800.00%
Q4 2022	-	-	-
Q3 2022	1	-	-
Q2 2022	1	-	-
Q1 2022	16	-	-
Q3 2021	6	-	-
Q2 2021	6	-	-
Q1 2021	27	1	2700.00%
Q4 2020	13	6	216.67%
Q2 2020	3	-	-
Q1 2020	21	8	262.50%
Q4 2019	-	6	-
Q3 2019	-	1	-
Q2 2019	2	1	200.00%
Q1 2019	42	14	300.00%
Q4 2018	-	6	-
Q3 2018	-	1	-
Q2 2018	1	2	50.00%

15 total buy trades, and 6 total sell trades (buy/sell ratio of 2.50%) were made by Apartment Investment and Management's insiders, as of Q1 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	-	-	-
Q2 2023	-	-	-
Q1 2023	-	-	-
Q4 2022	-	-	-
Q3 2022	1	-	-
Q2 2022	1	-	-
Q1 2022	-	-	-
Q3 2021	6	-	-
Q2 2021	1	-	-
Q1 2021	17	1	1700.00%
Q4 2020	1	3	33.33%
Q2 2020	1	-	-
Q1 2020	-	8	-
Q4 2019	-	3	-
Q3 2019	-	1	-
Q2 2019	-	1	-
Q1 2019	-	9	-
Q4 2018	-	2	-
Q3 2018	-	1	-
Q2 2018	-	2	-

As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Apartment Investment and Management's stocks.

Apartment Investment and Management Peer Ownership

Ticker	Company
AVB	AvalonBay Communities, Inc.
VRE	Veris Residential, Inc.
MAA	Mid-America Apartment Communities, Inc.
CSR	Centerspace
EQR	Equity Residential
NXRT	NexPoint Residential Trust, Inc.
UDR	UDR, Inc.
IRT	Independence Realty Trust, Inc.
BRT	BRT Apartments Corp.
ESS	Essex Property Trust, Inc.
CLPR	Clipper Realty Inc.

AIV Ownership FAQ

Who Owns Apartment Investment and Management?

Apartment Investment and Management is owned by institutional shareholders (0.32%), insiders (8.40%), and public (91.28%). The largest institutional shareholder of Apartment Investment and Management is VANGUARD GROUP INC (14.53% of total shares) and the top mutual fund owner is COHEN & STEERS REAL ESTATE SECURITIES FUND INC (2.58% of total shares).

Who are the major institutional shareholders of Apartment Investment and Management?

Apartment Investment and Management's major institutional shareholders are VANGUARD GROUP INC, PRICE T ROWE ASSOCIATES INC /MD/, BLACKROCK INC., SESSA CAPITAL IM, L.P., and LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC. The top five shareholders own together 48.59% of the company's share outstanding.

How many Apartment Investment and Management shareholders are there?

As of Sep 2021, there are 2 institutional shareholders of Apartment Investment and Management.

What percentage of Apartment Investment and Management is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 21.92M shares of Apartment Investment and Management, representing 14.53% of the company's total shares outstanding, valued at $168.55B (as of Mar 2023).

What percentage of Apartment Investment and Management is owned by PRICE T ROWE ASSOCIATES INC /MD/?

As of Mar 2023, PRICE T ROWE ASSOCIATES INC /MD/ holds 17.95M shares of Apartment Investment and Management (AIV), compromising 11.90% of the company, valued at $138.06M.

What percentage of Apartment Investment and Management is owned by BLACKROCK INC?

BLACKROCK INC is the third largest holder of Apartment Investment and Management. The company owns 14.02M of the company's shares outstanding (worth $107.84B).