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


OverviewRevenueFinancialsChart

Institutional Ownership

0.32%

Insider Ownership

8.85%

Retail Ownership

90.83%

Institutional Holders

2.00

Apartment Investment and Management Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC14.53%0.00%21,917,76089,4310.41%168,547,575,000Mar 31, 2023
PRICE T ROWE ASSOCIATES INC /MD/11.90%0.02%17,952,941513,5652.94%138,059,000Mar 31, 2023
BLACKROCK INC.9.30%0.00%14,023,12473,8070.53%107,837,824,000Mar 31, 2023
SESSA CAPITAL IM, L.P.6.58%2.90%9,932,043--76,377,411,000Mar 31, 2023
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC6.27%16.82%9,460,718661,7497.52%72,752,921,000Mar 31, 2023
STATE STREET CORP4.81%0.00%7,260,926-34,960-0.48%55,836,521,000Mar 31, 2023
GOLDMAN SACHS GROUP INC3.85%0.01%5,799,817962,55319.90%44,600,593,000Mar 31, 2023
LONG POND CAPITAL, LP3.47%2.16%5,239,975-570,391-9.82%40,295,408,000Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC2.25%0.00%3,398,86645,6351.36%26,137,287,000Mar 31, 2023
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.1.93%0.02%2,909,504-141,302-4.63%22,375,000Mar 31, 2023
SOLEL PARTNERS LP1.65%3.91%2,487,494--19,128,829,000Mar 31, 2023
DIMENSIONAL FUND ADVISORS LP1.41%0.01%2,125,78634,3561.64%16,345,329,000Mar 31, 2023
VERITION FUND MANAGEMENT LLC1.35%0.22%2,029,0552,029,055100.00%15,603,433,000Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.23%0.00%1,853,236-388,158-17.32%14,251,385,000Mar 31, 2023
NORTHERN TRUST CORP1.12%0.00%1,682,194-30,059-1.76%12,936,071,000Mar 31, 2023
IRENIC CAPITAL MANAGEMENT LP1.06%4.23%1,594,8411,594,841100.00%12,264,327,000Mar 31, 2023
TOMS CAPITAL INVESTMENT MANAGEMENT LP1.05%0.74%1,578,4001,578,400100.00%12,137,896,000Mar 31, 2023
UNIPLAN INVESTMENT COUNSEL, INC.0.97%0.79%1,457,073-13,569-0.92%11,204,000Mar 31, 2023
MADISON AVENUE PARTNERS, LP0.92%2.29%1,382,889-327,911-19.17%10,634,416,000Mar 31, 2023
WATERFRONT CAPITAL PARTNERS, LLC0.71%0.62%1,069,5361,069,536100.00%8,224,732,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC6.27%16.82%9,460,718661,7497.52%72,752,921,000Mar 31, 2023
IRENIC CAPITAL MANAGEMENT LP1.06%4.23%1,594,8411,594,841100.00%12,264,327,000Mar 31, 2023
SOLEL PARTNERS LP1.65%3.91%2,487,494--19,128,829,000Mar 31, 2023
SESSA CAPITAL IM, L.P.6.58%2.90%9,932,043--76,377,411,000Mar 31, 2023
MADISON AVENUE PARTNERS, LP0.92%2.29%1,382,889-327,911-19.17%10,634,416,000Mar 31, 2023
LONG POND CAPITAL, LP3.47%2.16%5,239,975-570,391-9.82%40,295,408,000Mar 31, 2023
KCS WEALTH ADVISORY0.25%1.09%376,18745,94213.91%2,892,878,000Mar 31, 2023
UNIPLAN INVESTMENT COUNSEL, INC.0.97%0.79%1,457,073-13,569-0.92%11,204,000Mar 31, 2023
TOMS CAPITAL INVESTMENT MANAGEMENT LP1.05%0.74%1,578,4001,578,400100.00%12,137,896,000Mar 31, 2023
WATERFRONT CAPITAL PARTNERS, LLC0.71%0.62%1,069,5361,069,536100.00%8,224,732,000Mar 31, 2023
CALDWELL SUTTER CAPITAL, INC.0.07%0.60%106,700-4,000-3.61%820,523,000Mar 31, 2023
ENDEAVOUR CAPITAL ADVISORS INC0.08%0.44%126,284-359,677-74.01%971,124,000Mar 31, 2023
VERITION FUND MANAGEMENT LLC1.35%0.22%2,029,0552,029,055100.00%15,603,433,000Mar 31, 2023
K2 PRINCIPAL FUND, L.P.0.11%0.17%163,192163,192100.00%1,254,946,000Mar 31, 2023
THOMPSON SIEGEL & WALMSLEY LLC0.69%0.13%1,033,627-137,225-11.72%7,949,000Mar 31, 2023
CIPHER CAPITAL LP0.04%0.09%62,5309,78118.54%480,856,000Mar 31, 2023
CONTRAVISORY INVESTMENT MANAGEMENT, INC.0.02%0.07%34,2999502.85%263,759,000Mar 31, 2023
K2 PRINCIPAL FUND, L.P.0.03%0.05%50,00050,000100.00%384,500,000Mar 31, 2023
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.58%0.04%879,500532,800153.68%6,763,355,000Mar 31, 2023
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC0.25%0.03%382,486-11,996-3.04%2,941,315,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
VERITION FUND MANAGEMENT LLC1.35%0.22%2,029,0552,029,055100.00%15,603,433,000Mar 31, 2023
IRENIC CAPITAL MANAGEMENT LP1.06%4.23%1,594,8411,594,841100.00%12,264,327,000Mar 31, 2023
TOMS CAPITAL INVESTMENT MANAGEMENT LP1.05%0.74%1,578,4001,578,400100.00%12,137,896,000Mar 31, 2023
WATERFRONT CAPITAL PARTNERS, LLC0.71%0.62%1,069,5361,069,536100.00%8,224,732,000Mar 31, 2023
GOLDMAN SACHS GROUP INC3.85%0.01%5,799,817962,55319.90%44,600,593,000Mar 31, 2023
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC6.27%16.82%9,460,718661,7497.52%72,752,921,000Mar 31, 2023
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.58%0.04%879,500532,800153.68%6,763,355,000Mar 31, 2023
PRICE T ROWE ASSOCIATES INC /MD/11.90%0.02%17,952,941513,5652.94%138,059,000Mar 31, 2023
ENVESTNET ASSET MANAGEMENT INC0.29%0.00%434,897357,292460.40%750,672,000Mar 31, 2023
DEUTSCHE BANK AG\0.21%0.00%318,776213,843203.79%2,451,388,000Mar 31, 2023
D. E. SHAW & CO., INC.0.47%0.01%708,238189,69836.58%5,446,350,000Mar 31, 2023
SIMPLEX TRADING, LLC0.11%0.00%167,404167,404100.00%1,287,000Mar 31, 2023
K2 PRINCIPAL FUND, L.P.0.11%0.17%163,192163,192100.00%1,254,946,000Mar 31, 2023
PRUDENTIAL FINANCIAL INC0.10%0.00%144,448132,8391144.28%1,110,806,000Mar 31, 2023
MAN GROUP PLC0.46%0.02%701,271116,47619.92%5,392,774,000Mar 31, 2023
FIRST TRUST ADVISORS LP0.38%0.01%573,007107,62123.13%4,406,423,000Mar 31, 2023
UBS GROUP AG0.13%0.00%200,45098,40696.43%1,541,461,000Mar 31, 2023
VANGUARD GROUP INC14.53%0.00%21,917,76089,4310.41%168,547,575,000Mar 31, 2023
MARSHALL WACE, LLP0.06%0.00%88,92188,921100.00%683,802,000Mar 31, 2023
PEAK6 INVESTMENTS LLC0.05%0.00%82,78182,781100.00%636,586,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
MILLENNIUM MANAGEMENT LLC0.10%0.00%157,090-2,550,818-94.20%1,208,000Mar 31, 2023
BALYASNY ASSET MANAGEMENT L.P.0.65%0.02%985,761-1,830,188-64.99%7,580,502,000Mar 31, 2023
LONG POND CAPITAL, LP3.47%2.16%5,239,975-570,391-9.82%40,295,408,000Mar 31, 2023
BARCLAYS PLC0.05%0.00%79,722-560,714-87.55%613,000Mar 31, 2023
CUBIST SYSTEMATIC STRATEGIES, LLC0.01%0.00%22,300-428,609-95.05%171,487,000Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.23%0.00%1,853,236-388,158-17.32%14,251,385,000Mar 31, 2023
ENDEAVOUR CAPITAL ADVISORS INC0.08%0.44%126,284-359,677-74.01%971,124,000Mar 31, 2023
MADISON AVENUE PARTNERS, LP0.92%2.29%1,382,889-327,911-19.17%10,634,416,000Mar 31, 2023
STATE OF NEW JERSEY COMMON PENSION FUND D----287,925-100.00%-Mar 31, 2023
TWO SIGMA ADVISERS, LP0.01%0.00%10,400-219,100-95.47%79,976,000Mar 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%22,375,000Mar 31, 2023
THOMPSON SIEGEL & WALMSLEY LLC0.69%0.13%1,033,627-137,225-11.72%7,949,000Mar 31, 2023
GRAHAM CAPITAL MANAGEMENT, L.P.0.01%0.00%19,053-133,594-87.52%146,517,000Mar 31, 2023
RUSSELL INVESTMENTS GROUP, LTD.0.00%-260-129,152-99.80%1,999,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
VERITION FUND MANAGEMENT LLC1.35%0.22%2,029,0552,029,055100.00%15,603,433,000Mar 31, 2023
IRENIC CAPITAL MANAGEMENT LP1.06%4.23%1,594,8411,594,841100.00%12,264,327,000Mar 31, 2023
TOMS CAPITAL INVESTMENT MANAGEMENT LP1.05%0.74%1,578,4001,578,400100.00%12,137,896,000Mar 31, 2023
WATERFRONT CAPITAL PARTNERS, LLC0.71%0.62%1,069,5361,069,536100.00%8,224,732,000Mar 31, 2023
SIMPLEX TRADING, LLC0.11%0.00%167,404167,404100.00%1,287,000Mar 31, 2023
K2 PRINCIPAL FUND, L.P.0.11%0.17%163,192163,192100.00%1,254,946,000Mar 31, 2023
MARSHALL WACE, LLP0.06%0.00%88,92188,921100.00%683,802,000Mar 31, 2023
PEAK6 INVESTMENTS LLC0.05%0.00%82,78182,781100.00%636,586,000Mar 31, 2023
SIMPLICITY SOLUTIONS, LLC0.05%0.02%74,88074,880100.00%575,827,000Mar 31, 2023
NEW YORK LIFE INVESTMENT MANAGEMENT LLC0.05%0.01%68,52468,524100.00%526,950,000Mar 31, 2023
HAP TRADING, LLC0.03%0.01%50,80050,800100.00%51,000Mar 31, 2023
K2 PRINCIPAL FUND, L.P.0.03%0.05%50,00050,000100.00%384,500,000Mar 31, 2023
EXODUSPOINT CAPITAL MANAGEMENT, LP0.02%0.00%24,24624,246100.00%186,000Mar 31, 2023
PARALLAX VOLATILITY ADVISERS, L.P.0.01%0.00%20,30020,300100.00%156,107,000Mar 31, 2023
PRINCIPAL FINANCIAL GROUP INC0.01%0.00%17,06817,068100.00%131,253,000Mar 31, 2023
VIDENT INVESTMENT ADVISORY, LLC0.01%0.00%16,14716,147100.00%124,170,000Mar 31, 2023
HBK SORCE ADVISORY LLC0.01%0.00%13,28013,280100.00%153,000Mar 31, 2023
EQIS CAPITAL MANAGEMENT, INC.0.01%0.01%12,93812,938100.00%99,496,000Mar 31, 2023
PROFICIO CAPITAL PARTNERS LLC0.01%0.00%12,28112,281100.00%12,281,000Mar 31, 2023
MERCER GLOBAL ADVISORS INC /ADV0.01%0.00%10,76910,769100.00%83,000Mar 31, 2023
AIGEN INVESTMENT MANAGEMENT, LP0.01%0.01%10,20210,202100.00%78,453,000Mar 31, 2023
RAYMOND JAMES & ASSOCIATES0.00%-5,0005,000100.00%25,000,000Mar 31, 2023
ELLEVEST, INC.0.00%0.00%917917100.00%7,052,000Mar 31, 2023
PARALLAX VOLATILITY ADVISERS, L.P.0.00%-550550100.00%4,230,000Mar 31, 2023
BELLWETHER ADVISORS, LLC-0.00%6363100.00%484,000Mar 31, 2023
CREATIVE PLANNING--66100.00%47,000Mar 31, 2023
SUNBELT SECURITIES, INC.--44100.00%29,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
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 AssetsTotal SharesChange AmountChange %Date
COHEN & STEERS REAL ESTATE SECURITIES FUND INC2.58%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 SHARES1.53%58,728--Mar 31, 2023
Voya Global Advantage & Premium Opportunity Fund1.32%82,017--Feb 29, 2024
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND1.19%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 INC1.03%1,355,091--Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS I0.98%23,152--Jan 31, 2023
NUVEEN REAL ESTATE INCOME FUND0.62%194,874--Dec 31, 2023
SPIRIT OF AMERICA INVESTMENT FUND INC0.48%27,050--Feb 29, 2024
PIONEER REAL ESTATE SHARES0.46%17,716--Mar 31, 2023
COHEN & STEERS INSTITUTIONAL REALTY SHARES INC0.46%911,743--Dec 31, 2023
NUVEEN INVESTMENT TRUST0.42%168,100--Dec 31, 2023
Nuveen Core Equity Alpha Fund0.39%9,091--Dec 31, 2023
T. Rowe Price Small-Cap Value Fund, Inc.0.27%2,031,265315,60018.40%Dec 31, 2023
Eaton Vance Tax-Managed Buy-Write Income Fund0.27%12,051--Dec 31, 2023
Eaton Vance Tax-Managed Buy-Write Income Fund0.27%11,985--Dec 31, 2023
CBRE GLOBAL REAL ESTATE INCOME FUND0.25%276,700--Dec 29, 2023
COHEN & STEERS TOTAL RETURN REALTY FUND INC0.24%105,156--Dec 31, 2023
CGM TRUST0.24%320,000--Sep 30, 2022
Eaton Vance Tax-Managed Buy-Write Opportunities Fund0.21%34,616--Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS IV0.20%208,852--Dec 29, 2023
VANGUARD VALLEY FORGE FUNDS0.17%85,801--Dec 31, 2023
Eaton Vance Tax-Managed Buy-Write Opportunities Fund0.17%27,957--Dec 31, 2023
Nuveen NASDAQ 100 Dynamic Overwrite Fund0.15%19,395--Dec 31, 2023
abrdn Global Premier Properties Fund0.15%69,444--Jan 31, 2024
ETFis Series Trust I0.15%213,787--Jan 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.14%88,678--Feb 29, 2024
Federated Hermes MDT Series0.12%302,825--Jan 31, 2024
VANGUARD SPECIALIZED FUNDS0.12%6,563,759--Jan 31, 2024
Voya EQUITY TRUST0.10%148,93523,23418.48%Feb 29, 2024
Guggenheim Enhanced Equity Income Fund0.10%17,195--Sep 30, 2021
VANGUARD SPECIALIZED FUNDS0.10%5,375,176-142,770-2.59%Jan 31, 2024
Nuveen S&P 500 BuyWrite Income Fund0.10%73,515--Dec 31, 2023
DEUTSCHE DWS INSTITUTIONAL FUNDS0.09%30,223--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.09%340,298--Jan 31, 2024
Kelly Strategic ETF Trust0.09%2,364--Feb 29, 2024
Total Fund Solution0.09%31,220--Dec 31, 2023
COHEN & STEERS QUALITY INCOME REALTY FUND INC0.08%716,629--Dec 31, 2023
Apollo Diversified Real Estate Fund0.07%248,791--Dec 31, 2023
Innovator ETFs Trust II0.06%22,504--Jul 31, 2021
Nuveen Core Equity Alpha Fund0.06%1,382--Dec 31, 2023
Collaborative Investment Series Trust0.05%9,505--Dec 31, 2023
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO0.05%8,734--Dec 31, 2023
ETF Managers Trust0.05%397,516--Dec 31, 2023
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.05%22,668--Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.05%1,458,617--Dec 31, 2023
T. Rowe Price Real Assets Fund, Inc.0.05%582,815--Dec 31, 2023
DELAWARE VIP TRUST0.05%153,970--Dec 29, 2023
NEUBERGER BERMAN EQUITY FUNDS0.04%424,446--Feb 29, 2024
QUANTITATIVE MASTER SERIES LLC0.04%270,28917,5096.93%Dec 31, 2023
SPDR S&P 500 ETF TRUST0.04%1,574,380--Dec 31, 2023
SYNTAX ETF TRUST0.04%1,168--Dec 31, 2023
Collaborative Investment Series Trust0.03%6,020--Dec 31, 2023
Apollo Diversified Real Estate Fund0.03%115,480--Dec 31, 2023
AMG Funds I0.03%48,540--Jan 31, 2024
Nuveen S&P 500 BuyWrite Income Fund0.03%23,114-20,000-46.39%Dec 31, 2023
VANGUARD INDEX FUNDS0.03%14,127,2121,975,28516.25%Dec 31, 2023
Humankind Benefit Corp0.03%66810919.50%Dec 31, 2023
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC0.03%285,532--Dec 31, 2023
NUVEEN DIVERSIFIED DIVIDEND & INCOME FUND0.03%47,868--Sep 30, 2021
IndexIQ ETF Trust0.03%64,61016,64334.70%Jan 31, 2024
VIRTUS VARIABLE INSURANCE TRUST0.03%43,915--Dec 29, 2023
VANGUARD INDEX FUNDS0.03%12,705,917--Dec 31, 2023
Seven Hills Realty Trust0.03%25,451--Dec 31, 2020
FIDELITY SECURITIES FUND0.03%2,406,075--Jan 31, 2024
FIDELITY SELECT PORTFOLIOS0.03%1,657,948--Feb 29, 2024
FIDELITY SELECT PORTFOLIOS0.03%1,621,888--Feb 29, 2024
ETFis Series Trust I0.02%32,410--Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.02%5,173--Dec 31, 2023
Federated Hermes Index Trust0.02%4,980--Jan 31, 2024
BNY MELLON STOCK INDEX FUND, INC.0.02%14,738--Mar 31, 2024
VANGUARD QUANTITATIVE FUNDS0.02%182,700--Dec 31, 2023
SSGA FUNDS0.02%9,066--Feb 29, 2024
FIDELITY SECURITIES FUND0.02%1,854,164--Jan 31, 2024
Global Beta ETF Trust0.02%53--May 31, 2022
PUTNAM ASSET ALLOCATION FUNDS0.02%40,100--Feb 29, 2024
PUTNAM ASSET ALLOCATION FUNDS0.02%38,181--Feb 29, 2024
AGF Investments Trust0.02%-600--Dec 31, 2023
SELECT SECTOR SPDR TRUST0.01%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%9,6874975.41%Sep 30, 2023
VANGUARD HORIZON FUNDS0.01%286,866--Dec 31, 2023
SCHWAB ANNUITY PORTFOLIOS0.01%4,357--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%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 VI0.01%46,923--Dec 31, 2023
T. Rowe Price Index Trust, Inc.0.01%184,790--Feb 29, 2024
Lattice Strategies Trust0.01%19,120--Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST0.01%820,899--Jan 31, 2024
SCHWAB STRATEGIC TRUST0.01%1,684,874--Feb 29, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.01%371,4952,5540.69%Dec 31, 2023
Voya VARIABLE PORTFOLIOS INC0.01%276,7926,3562.35%Dec 31, 2023
Nushares ETF Trust0.01%63,972--Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.01%1,708,307--Feb 29, 2024
FORUM FUNDS II0.01%6,859--Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%3,294--Dec 31, 2023
John Hancock Exchange-Traded Fund Trust0.01%42,562--Jan 31, 2024
Fidelity Commonwealth Trust II0.01%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

DateHoldingsChange %
30 Sep, 212-
31 Mar, 212-66.67%
31 Dec, 206-97.99%
30 Sep, 20298-6.29%
30 Jun, 20318-0.93%
31 Mar, 20321-8.02%
31 Dec, 19349-3.06%
30 Sep, 193601.12%
30 Jun, 193563.49%
31 Mar, 19344-

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

DateShares OutstandingChange %
30 Sep, 21485,969-
31 Mar, 2143,476-96.88%
31 Dec, 201,393,702-99.08%
30 Sep, 20150,941,2650.44%
30 Jun, 20150,284,2670.20%
31 Mar, 20149,981,8090.40%
31 Dec, 19149,380,8690.41%
30 Sep, 19148,777,8543.49%
30 Jun, 19143,760,221-0.62%
31 Mar, 19144,652,284-

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

DateOwnership %Change %
30 Sep, 210.32%-
31 Mar, 210.03%3.33%
31 Dec, 200.94%0.01%
30 Sep, 20101.28%0.99%
30 Jun, 20100.95%0.99%
31 Mar, 20100.75%1.00%
31 Dec, 19100.46%1.00%
30 Sep, 19100.10%1.07%
30 Jun, 1996.74%1.02%
31 Mar, 1997.34%-

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

DateIncreased PositionsChange %
30 Sep, 212-
31 Mar, 212-33.33%
31 Dec, 203-97.83%
30 Sep, 20138-4.17%
30 Jun, 20144-7.10%
31 Mar, 20155-12.43%
31 Dec, 19177-0.56%
30 Sep, 19178-4.81%
30 Jun, 19187-45.16%
31 Mar, 19341-

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

DateReduced PositionsChange %
30 Sep, 21--
31 Mar, 21--100.00%
31 Dec, 202-98.25%
30 Sep, 20114-18.57%
30 Jun, 2014011.11%
31 Mar, 201265.00%
31 Dec, 19120-7.69%
30 Sep, 19130-
30 Jun, 19130-
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

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Sep, 212-485,969-0.32%-2---
31 Mar, 212-66.67%43,476-96.88%0.03%3.33%2-33.33%--100.00%
31 Dec, 206-97.99%1,393,702-99.08%0.94%0.01%3-97.83%2-98.25%
30 Sep, 20298-6.29%150,941,2650.44%101.28%0.99%138-4.17%114-18.57%
30 Jun, 20318-0.93%150,284,2670.20%100.95%0.99%144-7.10%14011.11%
31 Mar, 20321-8.02%149,981,8090.40%100.75%1.00%155-12.43%1265.00%
31 Dec, 19349-3.06%149,380,8690.41%100.46%1.00%177-0.56%120-7.69%
30 Sep, 193601.12%148,777,8543.49%100.10%1.07%178-4.81%130-
30 Jun, 193563.49%143,760,221-0.62%96.74%1.02%187-45.16%130-
31 Mar, 19344-144,652,284-97.34%-341---

Apartment Investment and Management Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 02, 2024Smith Deborahdirector-P-PurchaseBuy137$7.30$1.00K63,669

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 02, 2024Smith Deborahdirector-P-PurchaseBuy137$7.30$1.00K63,669

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 02, 2024Stanfield Lynnofficer EVP and CFOF-InKindSell19,535$7.64$149.25K494,456
Feb 02, 2024Stanfield Lynnofficer EVP and CFOF-InKindSell4,137$7.43$30.74K490,319
Feb 02, 2024Stanfield Lynnofficer EVP and CFOF-InKindSell2,452$7.61$18.66K487,867
Feb 02, 2024Johnson Jenniferofficer EVP, CAO, and General CounselF-InKindSell11,042$7.64$84.36K326,515
Feb 02, 2024Johnson Jenniferofficer EVP, CAO, and General CounselF-InKindSell3,168$7.43$23.54K323,347
Feb 02, 2024Johnson Jenniferofficer EVP, CAO, and General CounselF-InKindSell1,751$7.61$13.33K321,596

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 02, 2024Stanfield Lynnofficer EVP and CFOA-AwardBuy27,888--513,991
Feb 02, 2024Stanfield Lynnofficer EVP and CFOF-InKindSell19,535$7.64$149.25K494,456
Feb 02, 2024Stanfield Lynnofficer EVP and CFOF-InKindSell4,137$7.43$30.74K490,319
Feb 02, 2024Stanfield Lynnofficer EVP and CFOF-InKindSell2,452$7.61$18.66K487,867
Feb 02, 2024Stanfield Lynnofficer EVP and CFOA-AwardBuy135,892--486,103
Feb 02, 2024Dreyer Kellieofficer Senior Vice President and CAOA-AwardBuy5,250--77,885
Feb 02, 2024Johnson Jenniferofficer EVP, CAO, and General CounselA-AwardBuy20,506--337,557
Feb 02, 2024Johnson Jenniferofficer EVP, CAO, and General CounselF-InKindSell11,042$7.64$84.36K326,515
Feb 02, 2024Johnson Jenniferofficer EVP, CAO, and General CounselF-InKindSell3,168$7.43$23.54K323,347
Feb 02, 2024Johnson Jenniferofficer EVP, CAO, and General CounselF-InKindSell1,751$7.61$13.33K321,596
Feb 02, 2024Johnson Jenniferofficer EVP, CAO, and General CounselA-AwardBuy76,816--317,051
Feb 02, 2024Powell Wesley Williamdirector, officer President and CEOA-AwardBuy634,400$6.66$4.23M634,400
Feb 02, 2024Powell Wesley Williamdirector, officer President and CEOA-AwardBuy179,858--594,012
Feb 02, 2024Sykes Kirkdirector-A-AwardBuy15,092--90,979
Feb 02, 2024Sullivan James Patrickdirector-A-AwardBuy24,147--42,765
Feb 02, 2024Smith Deborahdirector-A-AwardBuy30,184--93,853
Feb 02, 2024Smith Deborahdirector-P-PurchaseBuy137$7.30$1.00K63,669
Feb 02, 2024REXROAD SHERRY Ldirector-A-AwardBuy30,184--51,401
Feb 02, 2024Leupp Jay Pdirector-A-AwardBuy30,184--130,780
Feb 02, 2024Gibson Patricia Ldirector-A-AwardBuy30,184--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

DateBuySellBuy/Sell Ratio
Q1 2024156250.00%
Q2 20231--
Q1 20231811800.00%
Q4 2022---
Q3 20221--
Q2 20221--
Q1 202216--
Q3 20216--
Q2 20216--
Q1 20212712700.00%
Q4 2020136216.67%
Q2 20203--
Q1 2020218262.50%
Q4 2019-6-
Q3 2019-1-
Q2 201921200.00%
Q1 20194214300.00%
Q4 2018-6-
Q3 2018-1-
Q2 20181250.00%

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

DateBuySellBuy/Sell Ratio
Q1 2024---
Q2 2023---
Q1 2023---
Q4 2022---
Q3 20221--
Q2 20221--
Q1 2022---
Q3 20216--
Q2 20211--
Q1 20211711700.00%
Q4 20201333.33%
Q2 20201--
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


TickerCompany
AVBAvalonBay Communities, Inc.
VREVeris Residential, Inc.
MAAMid-America Apartment Communities, Inc.
AIRCApartment Income REIT Corp.
CSRCenterspace
EQREquity Residential
NXRTNexPoint Residential Trust, Inc.
UDRUDR, Inc.
IRTIndependence Realty Trust, Inc.
BRTBRT Apartments Corp.
ESSEssex Property Trust, Inc.
CLPRClipper Realty Inc.

AIV Ownership FAQ


Apartment Investment and Management is owned by institutional shareholders (0.32%), insiders (8.85%), and public (90.83%). 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).

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.

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

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).

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.

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).