Apartment Investment and Management Ownership | Who Owns Apartment Investment and Management?
Apartment Investment and Management Ownership Summary
Apartment Investment and Management is owned by 90.35% institutional investors, 7.96% insiders, and 1.69% retail investors. Vanguard group is the largest institutional shareholder, holding 13.95% of AIV shares. T. Rowe Price US Mid-Cap Value Equity is the top mutual fund, with 6.54% of its assets in Apartment Investment and Management shares.
AIV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Apartment Investment and Management | 90.35% | 7.96% | 1.69% |
| Sector | Real Estate Stocks | 49.25% | 9.14% | 41.62% |
| Industry | Residential REIT Stocks | 64.58% | 7.21% | 28.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 19.16M | 13.95% | $151.91M |
| Price t rowe associates inc /md/ | 17.30M | 12.59% | $137.16M |
| Blackrock funding, inc. /de | 14.04M | 10.22% | $111.35M |
| Newtyn management | 7.76M | 5.65% | $61.55M |
| State street | 5.87M | 4.27% | $46.51M |
| Goldman sachs group | 5.60M | 4.08% | $44.38M |
| Madison avenue partners, lp | 3.62M | 2.63% | $28.69M |
| Geode capital management | 3.33M | 2.42% | $26.41M |
| Ursa fund management | 3.10M | 2.26% | $24.58M |
| Argosy-lionbridge management | 2.91M | 2.12% | $23.10M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ursa fund management | 3.10M | 27.58% | $24.58M |
| Argosy-lionbridge management | 2.91M | 15.19% | $23.10M |
| Newtyn management | 7.76M | 7.53% | $61.55M |
| Meros investment management, lp | 954.18K | 3.23% | $7.57M |
| Landmark investment partners | 863.52K | 2.09% | $6.85M |
| Madison avenue partners, lp | 3.62M | 1.71% | $28.69M |
| Union square park capital management | 260.00K | 0.73% | $2.06M |
| Worth venture partners | 30.40K | 0.71% | $241.07K |
| Digitalbridge group | 1.04M | 0.70% | $7.16M |
| Beverly hills private wealth | 325.12K | 0.45% | $2.58M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 5.60M | 0.01% | 5.27M |
| Ursa fund management | 3.10M | 27.58% | 3.10M |
| Newtyn management | 7.76M | 7.53% | 2.57M |
| Madison avenue partners, lp | 3.62M | 1.71% | 2.14M |
| Morgan stanley | 2.70M | 0.00% | 1.50M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Irenic capital management lp | - | - | -4.89M |
| Rush island management, lp | - | - | -4.78M |
| Land & buildings investment management | - | - | -3.14M |
| T. rowe price investment management | - | - | -2.65M |
| Long pond capital, lp | - | - | -1.70M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ursa fund management | 3.10M | 27.58% | 3.10M | $24.58M |
| Weiss asset management lp | 1.25M | 0.12% | 1.25M | $9.89M |
| Lmr partners llp | 807.44K | 0.03% | 807.44K | $6.40M |
| Cubist systematic strategies | 373.40K | 0.01% | 373.40K | $2.96M |
| Union square park capital management | 260.00K | 0.73% | 260.00K | $2.06M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -9.00 |
| Golden state wealth management | -51.00 |
| Parkside financial bank & trust | -65.00 |
| Eversource wealth advisors | -88.00 |
| Stephens consulting | -90.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 212 | 3.41% | 124,085,729 | -2.05% | 90 | 1.06% | 116 | 18.37% | 53 | -30.26% |
| Jun 30, 2025 | 212 | - | 128,987,206 | 2.37% | 93 | 1.11% | 99 | -13.16% | 82 | 34.43% |
| Mar 31, 2025 | 210 | 3.45% | 125,932,434 | 1.82% | 91 | 1.15% | 115 | 18.56% | 59 | -19.18% |
| Dec 31, 2024 | 202 | 3.06% | 123,643,928 | 4.26% | 89 | 1.19% | 96 | 7.87% | 72 | 2.86% |
| Sep 30, 2024 | 196 | 4.26% | 118,590,365 | 1.74% | 86 | 1.25% | 89 | -12.75% | 70 | 22.81% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price US Mid-Cap Value Equity | 9.49M | 6.54% | 9.49M |
| T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 4.56M | 3.15% | 4.56M |
| Fidelity US REIT Mother Fund | 3.33M | 2.30% | 401.00K |
| BlackRock Event Driven Equity Instl | 2.56M | 1.76% | - |
| Daiwa US-REIT Open Mother Fund | 1.67M | 1.15% | -393.57K |
| Nikko World REIT Mother | 1.53M | 1.06% | 410.32K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 1.06M | 0.73% | 1.06M |
| CI High Income Class A | 938.56K | 0.65% | - |
| T. Rowe Price Real Assets Tr I-D | 601.36K | 0.41% | 601.36K |
| T. Rowe Price US Real Estate Equity | 469.93K | 0.32% | 469.93K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 30, 2022 | Smith Deborah | - | Buy | $1.00K |
| May 31, 2022 | Leupp Jay P | Buy | $13.54K | |
| Sep 29, 2021 | CONSIDINE TERRY | Director | Buy | $117.35K |
| Sep 28, 2021 | CONSIDINE TERRY | Director | Buy | $1.03M |
| Sep 30, 2021 | CONSIDINE TERRY | Director | Buy | $969.45K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q1 | - | - |
| 2023 Q2 | - | - |
AIV Ownership FAQ
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