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Apartment Invt & Mgmt Co (AIV)

CUSIP: 03748R747 | NYSE | Real Estate · REIT - Residential | Small Cap | 640 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/APrice T Rowe Associates Inc5,048,3943.5%Newly reportedSep 30, 202692d ahead of 13F (17,156,764 sh) · −12,108,370
13G/APrice T Rowe Associates Inc5,048,394
3.5% of class · Sep 30, 2026Newly reported
92d ahead of 13F (17,156,764 sh) · −12,108,370

Institutional Holders — Q3 2026

Beverly Hills Private Wealth, LLC761,081
0.3% of portfolio›$1.5M
MacKenzie Financial Corp469,957
0.0% of portfolio›$930.5K
Creative Planning125,547
0.0% of portfolio›$248.6K
Merited Wealth, LLC111,283
0.2% of portfolio›$220.3K
Evergreen Capital Management LLC109,994
0.0% of portfolio›$217.8K
OP Asset Management Ltd98,186
0.0% of portfolio›$194.4K
Signaturefd, LLC91,440
0.0% of portfolio›$181.1K
Ullmann Wealth Partners Group, LLC44,043
0.0% of portfolio›$87.2K
Clear Harbor Asset Management, LLC42,050
0.0% of portfolio›$83.3K
Forum Financial Management, LP35,663
0.0% of portfolio›$70.6K
T3 Companies, LLC25,000
0.0% of portfolio›$49.5K
State of Wyoming23,150
0.0% of portfolio›$45.8K
Achmea Investment Management B.V.20,704
0.0% of portfolio›$41.0K
Old Port Advisors18,159
0.0% of portfolio›$36.0K
Abacus Wealth Partners, LLC16,600
0.0% of portfolio›$32.9K
Parallel Advisors, LLC15,763
0.0% of portfolio›$31.2K
Sage Investment Counsel LLC15,000
0.0% of portfolio›$29.7K
Integrity Alliance, Llc.12,500
0.0% of portfolio›$24.8K
FNY Investment Advisers, LLC11,200
0.0% of portfolio›$22.0K
Valeo Financial Advisors, LLC10,779
0.0% of portfolio›$21.3K
Lee Financial Co10,000
0.0% of portfolio›$19.8K
State of Alaska, Department of Revenue7,554
0.0% of portfolio›$14
Marquette Asset Management, LLC3,052
0.0% of portfolio›$6.0K
DeDora Capital, Inc.2,870
0.0% of portfolio›$5.7K
Simplex Trading, LLC2,695
0.0% of portfolio›$5.3K
Citigroup Inc1,470
0.0% of portfolio›$2.9K
IFP Advisors, Inc1,466
0.0% of portfolio›$2.9K
Bell Investment Advisors, Inc782
0.0% of portfolio›$1.5K
Abound Wealth Management643
0.0% of portfolio›$1.3K
Avion Wealth624
0.0% of portfolio›$1
Farther Finance Advisors, LLC574
0.0% of portfolio›$1.1K
Investors Research Corp495
0.0% of portfolio›$980
EverSource Wealth Advisors, LLC467
0.0% of portfolio›$924
Hilltop National Bank264
0.0% of portfolio›$523
Pacific Center for Financial Services247
0.0% of portfolio›$490
North Star Investment Management Corp.203
0.0% of portfolio›$402
Bare Financial Services, Inc194
0.0% of portfolio›$384
Root Financial Partners, LLC159
0.0% of portfolio›$315
Physician Wealth Advisors, Inc.130
0.0% of portfolio›$258
James T. Borello RIA119
0.0% of portfolio›$236
Evolution Wealth Management Inc.24
0.0% of portfolio›$48
Canton Hathaway, LLC13
0.0% of portfolio›$26
Inspire Investing, LLC9
0.0% of portfolio›$18
StyleTurnoverLocationFiled
Beverly Hills Private Wealth, LLC
761,081$1.5M0.3%ValueMediumBeverly Hills, CA2026-11-04
MacKenzie Financial Corp
469,957$930.5K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Creative Planning
125,547$248.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Merited Wealth, LLC
111,283$220.3K0.2%ETFMediumNorth Bay Village, FL2026-10-13
Evergreen Capital Management LLC
109,994$217.8K0.0%GARPMediumBellevue, WA2026-10-23
OP Asset Management Ltd
98,186$194.4K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Signaturefd, LLC
91,440$181.1K0.0%IndexLowAtlanta, GA2026-10-23
Ullmann Wealth Partners Group, LLC
44,043$87.2K0.0%ETFLowJacksonville Beach, FL2026-11-02
Clear Harbor Asset Management, LLC
42,050$83.3K0.0%CoreLowStamford, CT2026-11-05
Forum Financial Management, LP
35,663$70.6K0.0%ETFLowLombard, IL2026-10-16
T3 Companies, LLC
25,000$49.5K0.0%CoreVery HighNew York, NY2026-10-22
State of Wyoming
23,150$45.8K0.0%ValueHighCheyenne, WY2026-10-28
Achmea Investment Management B.V.
20,704$41.0K0.0%CoreMediumZeist, Philippines2026-10-30
Old Port Advisors
18,159$36.0K0.0%GARPLowPortland, ME2026-10-23
Abacus Wealth Partners, LLC
16,600$32.9K0.0%ETFLowSanta Monica, CA2026-11-03
Parallel Advisors, LLC
15,763$31.2K0.0%IndexLowSan Francisco, CA2026-11-03
Sage Investment Counsel LLC
15,000$29.7K0.0%ValueMediumFranklin, TN2026-10-26
Integrity Alliance, Llc.
12,500$24.8K0.0%ETFMediumUrbandale, IA2026-10-29
FNY Investment Advisers, LLC
11,200$22.0K0.0%GrowthVery HighNew York, NY2026-10-16
Valeo Financial Advisors, LLC
10,779$21.3K0.0%ETFLowCarmel, IN2026-10-08
Lee Financial Co
10,000$19.8K0.0%ETFVery LowDallas, TX2026-10-16
State of Alaska, Department of Revenue
7,554$140.0%CoreVery LowJuneau, AK2026-10-15
Marquette Asset Management, LLC
3,052$6.0K0.0%ETFVery LowMinneapolis, MN2026-10-09
DeDora Capital, Inc.
2,870$5.7K0.0%ETFVery LowNapa, CA2026-10-26
Simplex Trading, LLC
2,695$5.3K0.0%CoreVery HighChicago, IL2026-11-04
Citigroup Inc
1,470$2.9K0.0%CoreMediumNew York, NY2026-11-04
IFP Advisors, Inc
1,466$2.9K0.0%GrowthLowTampa, FL2026-10-16
Bell Investment Advisors, Inc
782$1.5K0.0%ETFVery LowOrinda, CA2026-10-29
Abound Wealth Management
643$1.3K0.0%ETFVery LowFranklin, TN2026-10-26
Avion Wealth
624$10.0%ETFLowThe Woodlands, TX2026-11-04
Farther Finance Advisors, LLC
574$1.1K0.0%IndexLowSan Francisco, CA2026-10-08
Investors Research Corp
495$9800.0%ETFLowAtlanta, GA2026-10-07
EverSource Wealth Advisors, LLC
467$9240.0%CoreMediumBirmingham, AL2026-11-04
Hilltop National Bank
264$5230.0%CoreLowCasper, WY2026-10-14
Pacific Center for Financial Services
247$4900.0%ETFMediumDanville, CA2026-10-15
North Star Investment Management Corp.
203$4020.0%CoreLowChicago, IL2026-10-27
Bare Financial Services, Inc
194$3840.0%ETFVery LowGap, PA2026-11-04
Root Financial Partners, LLC
159$3150.0%ETFMediumEncinitas, CA2026-10-21
Physician Wealth Advisors, Inc.
130$2580.0%ETFMediumMidvale, UT2026-10-20
James T. Borello RIA
119$2360.0%ETFVery LowEast Dundee, IL2026-10-16
Evolution Wealth Management Inc.
24$480.0%ETFMediumFort Myers, FL2026-10-28
Canton Hathaway, LLC
13$260.0%ValueLowProvidence, RI2026-10-23
Inspire Investing, LLC
9$180.0%GARPHighMeridian, ID2026-10-22