APARTMENT INVT & MGMT CO (AIV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
145
Reporting holders
$300.1M
Reported value
70.3%
Of shares outstanding
0.2%
Held as options
-27
Holder change
Institutions report 101,175,400 shares against 143,870,326 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Madison Avenue Partners, LP | $36.8M | 12,374,991 | 1.58% | 2q | HELD |
| Newtyn Management, LLC | $36.2M | 12,200,000 | 4.52% | 12q | HELD |
| Weiss Asset Management LP | $24.2M | 8,150,456 | 0.25% | 4q | HELD |
| Owl Creek Asset Management, L.P. | $17.6M | 5,927,644 | 1.46% | 2q | +96.1%+$8.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $17.5M | 5,878,027 | 0.00% | 2q | -31.6%-$8.1M |
| TWO SIGMA INVESTMENTS, LP | $14.0M | 4,728,679 | 0.01% | 2q | +487.5%+$11.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $13.4M | 4,504,386 | 0.00% | 2q | -4.0%-$555.4K |
| MANGROVE PARTNERS IM, LLC | $13.2M | 4,459,396 | 0.87% | new | NEW |
| BlackRock, Inc. | $11.4M | 3,847,592 | 0.00% | 8q | +30.7%+$2.7M |
| Verition Fund Management LLC | $10.0M | 3,353,372 | 0.03% | 14q | +100.0%+$5.0M |
| Qube Research & Technologies Ltd | $9.5M | 3,191,495 | 0.01% | 13q | +80.5%+$4.2M |
| SummitTX Capital, L.P. | $6.9M | 2,306,732 | 0.18% | 6q | +14.7%+$880.5K |
| 683 Capital Management, LLC | $6.2M | 2,100,000 | 0.31% | 2q | +44.8%+$1.9M |
| Zimmer Partners, LP | $6.0M | 2,027,500 | 0.14% | 2q | HELD |
| LANDMARK INVESTMENT PARTNERS, L.P. | $5.1M | 1,981,897 | 1.29% | 7q | -22.5%-$1.5M |
| LPL Financial LLC | $4.9M | 1,633,396 | 0.00% | 6q | +218.8%+$3.3M |
| Irenic Capital Management LP | $4.2M | 1,398,460 | 0.20% | 3q | -72.2%-$10.8M |
| DLD Asset Management, LP | $3.8M | 1,277,578 | 0.25% | 3q | +19.3%+$613.6K |
| TUDOR INVESTMENT CORP ET AL | $3.4M | 1,149,070 | 0.00% | 2q | +151.8%+$2.1M |
| Union Square Park Capital Management, LLC | $3.3M | 1,125,000 | 1.20% | 4q | HELD |
| Meros Investment Management, LP | $2.9M | 967,132 | 0.91% | 11q | HELD |
| CANTOR FITZGERALD, L. P. | $2.7M | 900,000 | 0.01% | 6q | +125.0%+$1.5M |
| JANE STREET GROUP, LLC | $2.5M | 833,831 | 0.00% | 23q | -60.2%-$3.8M |
| Alberta Investment Management Corp | $2.5M | 850,000 | 0.01% | 2q | HELD |
| CITADEL ADVISORS LLC | $2.5M | 835,328 | 0.00% | 23q | +85.4%+$1.1M |
| STATE STREET CORP | $2.1M | 721,251 | 0.00% | 23q | +34.5%+$550.0K |
| Greenland Capital Management LP | $1.9M | 650,000 | 0.24% | 4q | -2.3%-$45.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 533,239 | 0.00% | 23q | -3.1%-$54.2K |
| LMR Partners LLP | $1.7M | 561,125 | 0.01% | 2q | HELD |
| MORGAN STANLEY | $1.6M | 538,118 | 0.00% | 23q | -11.4%-$206.4K |
| Beverly Hills Private Wealth, LLC | $1.5M | 516,105 | 0.29% | 12q | +3.8%+$56.6K |
| Bulldog Investors, LLP | $1.5M | 500,000 | 0.33% | new | NEW |
| Quinn Opportunity Partners LLC | $1.5M | 494,935 | 0.07% | 8q | HELD |
| Bleakley Financial Group, LLC | $1.5M | 489,096 | 0.02% | 15q | +15.1%+$190.3K |
| Northern Right Capital Management, L.P. | $1.4M | 479,342 | 0.42% | 3q | HELD |
| HSBC HOLDINGS PLC | $1.4M | 472,960 | 0.00% | 23q | +57.8%+$518.2K |
| GOLDMAN SACHS GROUP INC | $1.2M | 405,953 | 0.00% | 23q | -48.7%-$1.1M |
| JPMORGAN CHASE & CO | $1.1M | 358,357 | 0.00% | 23q | -22.7%-$315.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.0M | 351,334 | 0.00% | 3q | +4.3%+$43.1K |
| Yakira Capital Management, Inc. | $1.0M | 345,657 | 0.29% | 3q | HELD |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $945.4K | 318,315 | 0.14% | 2q | -16.1%-$181.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $834.0K | 281,194 | 0.00% | 23q | +1.6%+$13.1K |
| MILLENNIUM MANAGEMENT LLC | $800.9K | 269,647 | 0.00% | 16q | -47.2%-$714.6K |
| Swiss National Bank | $771.9K | 259,884 | 0.00% | 22q | -2.5%-$19.6K |
| Inspire Investing, LLC | $674.3K | 227,048 | 0.03% | 8q | +78.9%+$297.4K |
| GABELLI FUNDS LLC | $671.3K | 226,021 | 0.00% | 8q | -46.4%-$581.5K |
| Engineers Gate Manager LP | $618.7K | 208,314 | 0.01% | 4q | +67.2%+$248.6K |
| NORTHERN TRUST CORP | $606.0K | 204,028 | 0.00% | 23q | HELD |
| Alpine Global Management, LLC | $594.0K | 200,000 | 0.10% | 4q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $561.4K | 189,010 | 0.00% | 9q | -4.2%-$24.4K |
| DRW Securities, LLC | $518.4K | 174,551 | 0.01% | 4q | -3.5%-$19.1K |
| Invesco Ltd. | $480.0K | 161,603 | 0.00% | 23q | +5.7%+$26.0K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $453.2K | 152,585 | 0.01% | new | NEW |
| Squarepoint Ops LLC | $417.0K | 140,395 | 0.00% | 12q | -58.6%-$590.5K |
| State of New Jersey Common Pension Fund D | $412.2K | 138,773 | 0.00% | 13q | HELD |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $377.1K | 126,957 | 0.00% | 23q | +32.9%+$93.4K |
| VANGUARD FIDUCIARY TRUST CO | $333.0K | 112,123 | 0.00% | 2q | HELD |
| JBF Capital, Inc. | $326.7K | 110,000 | 0.04% | 3q | HELD |
| CALDWELL SUTTER CAPITAL, INC. | $292.4K | 98,458 | 0.11% | 15q | -6.5%-$20.5K |
| UBS Group AG | $272.0K | 91,596 | 0.00% | 23q | -89.3%-$2.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | $263.8K | 88,812 | 0.00% | 2q | HELD |
| Legal & General Group Plc | $262.5K | 88,393 | 0.00% | 23q | +42.6%+$78.4K |
| Jain Global LLC | $243.4K | 81,947 | 0.00% | new | NEW |
| XTX Topco Ltd | $241.2K | 81,207 | 0.00% | 3q | -76.0%-$764.6K |
| BOOTHBAY FUND MANAGEMENT, LLC | $239.3K | 80,574 | 0.00% | 3q | -41.1%-$166.8K |
| OP Asset Management Ltd | $239.3K | 80,564 | 0.00% | 2q | -84.1%-$1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | $221.8K | 74,691 | 0.00% | 2q | +16.6%+$31.6K |
| BARCLAYS PLC | $196.0K | 65,993 | 0.00% | 18q | -64.8%-$360.6K |
| Jupiter Topco LLC | $195.2K | 65,830 | 0.00% | new | FIRST |
| AQR CAPITAL MANAGEMENT LLC | $190.8K | 64,229 | 0.00% | 19q | -43.3%-$145.9K |
| CITIGROUP INC | $187.8K | 63,226 | 0.00% | 23q | -85.7%-$1.1M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $181.1K | 60,990 | 0.00% | 2q | -15.5%-$33.2K |
| Tidal Investments LLC | $180.8K | 60,881 | 0.00% | 11q | -7.4%-$14.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $172.4K | 58,058 | 0.00% | 3q | +81.8%+$77.6K |
| Worth Venture Partners, LLC | $172.0K | 57,900 | 0.39% | 6q | HELD |
| Balyasny Asset Management L.P. | $165.3K | 55,667 | 0.00% | 2q | -49.1%-$159.3K |
| Vanguard Personalized Indexing Management, LLC | $154.8K | 52,111 | 0.00% | 2q | +283.9%+$114.5K |
| SIMPLEX TRADING, LLC | $154.5K | 8,734 | 0.00% | 5q | -39.3%-$100.2K |
| GTS SECURITIES LLC | $149.5K | 50,325 | 0.00% | 2q | HELD |
| State of Wyoming | $144.5K | 48,657 | 0.01% | 4q | +109.9%+$75.7K |
| BANK OF AMERICA CORP /DE/ | $144.1K | 48,530 | 0.00% | 23q | -77.1%-$485.5K |
| Creative Planning | $133.4K | 44,924 | 0.00% | 6q | +321.2%+$101.7K |
| Clear Harbor Asset Management, LLC | $124.9K | 42,050 | 0.01% | 4q | -2.0%-$2.5K |
| Quantinno Capital Management LP | $124.0K | 41,741 | 0.00% | 4q | -47.3%-$111.4K |
| Avise Financial Cooperative, Inc. | $119.5K | 40,235 | 0.08% | 3q | +7.6%+$8.4K |
| Russell Investments Group, Ltd. | $118.3K | 39,844 | 0.00% | 17q | -76.8%-$392.7K |
| Quantbot Technologies LP | $107.4K | 36,166 | 0.00% | new | NEW |
| ARIZONA STATE RETIREMENT SYSTEM | $106.1K | 35,728 | 0.00% | 21q | -4.1%-$4.6K |
| Vanguard Investments Australia, Ltd. | $94.5K | 31,815 | 0.00% | 2q | HELD |
| MACQUARIE GROUP LTD | $94.3K | 31,744 | 0.00% | new | NEW |
| T3 Companies, LLC | $89.1K | 30,000 | 0.10% | 3q | HELD |
| KLP KAPITALFORVALTNING AS | $85.9K | 28,915 | 0.00% | 7q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $69.3K | 23,327 | 0.00% | 7q | -54.3%-$82.2K |
| Cetera Investment Advisers | $65.4K | 22,012 | 0.00% | 10q | -1.3% |
| Allianz Asset Management GmbH | $65.1K | 21,915 | 0.00% | 6q | HELD |
| ExodusPoint Capital Management, LP | $64.6K | 21,764 | 0.00% | new | NEW |
| DIVERSIFIED TRUST CO | $61.5K | 20,698 | 0.00% | new | NEW |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $59.4K | 20,000 | 0.01% | 2q | HELD |
| Pictet Asset Management Holding SA | $59.2K | 19,926 | 0.00% | 12q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $51.0K | 17,156,764 | 0.01% | 23q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G/A | Vanguard Portfolio Management | 4.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 145 | $300.1M | 101,175,400 | 18 | 39 | 49 | 0.2% |
| Q1 2026 | 172 | $397.1M | 97,507,095 | 42 | 54 | 48 | 0.2% |
| Q4 2025 | 204 | $650.5M | 105,034,879 | 46 | 63 | 56 | 4.2% |
| Q3 2025 | 193 | $913.2M | 104,729,345 | 38 | 66 | 50 | 9.1% |
| Q2 2025 | 191 | $926.2M | 106,868,813 | 22 | 68 | 70 | 0.4% |
| Q1 2025 | 193 | $930.7M | 105,522,253 | 34 | 66 | 50 | 0.5% |
| Q4 2024 | 183 | $925.1M | 101,549,519 | 20 | 60 | 58 | 0.3% |
| Q3 2024 | 177 | $894.7M | 98,772,810 | 23 | 56 | 59 | 0.2% |
| Q2 2024 | 166 | $780.4M | 94,045,474 | 26 | 60 | 44 | 0.1% |
| Q1 2024 | 154 | $877.0M | 106,973,803 | 13 | 41 | 63 | 0.1% |
| Q4 2023 | 161 | $783.1M | 99,342,328 | 17 | 43 | 63 | 0.7% |
| Q3 2023 | 168 | $767.6M | 104,085,508 | 13 | 40 | 67 | 7.8% |
| Q2 2023 | 168 | $997.6M | 107,879,138 | 23 | 46 | 56 | 7.9% |
| Q1 2023 | 158 | $858.3M | 110,147,698 | 19 | 52 | 46 | 1.6% |
| Q4 2022 | 152 | $725.9M | 101,686,998 | 18 | 47 | 48 | 0.2% |
| Q3 2022 | 187 | $1.0B | 139,049,508 | 35 | 57 | 56 | 0.3% |
| Q2 2022 | 169 | $914.5M | 142,451,892 | 27 | 43 | 63 | 0.3% |
| Q1 2022 | 169 | $1.0B | 141,649,759 | 16 | 59 | 54 | 0.3% |
| Q4 2021 | 191 | $1.1B | 137,728,088 | 27 | 59 | 54 | 0.5% |
| Q3 2021 | 182 | $940.2M | 136,147,187 | 21 | 51 | 63 | 0.8% |
| Q2 2021 | 195 | $934.4M | 138,428,124 | 34 | 48 | 78 | 0.6% |
| Q1 2021 | 207 | $808.7M | 131,035,823 | 39 | 52 | 73 | 0.5% |
| Q4 2020 | 223 | $774.9M | 145,938,815 | 217 | 0 | 1 | 0.6% |
| Q3 2020 | 2 | $178.7K | 21 | 0 | 0 | 0 | 99.6% |
| Q2 2020 | 2 | $654.8K | 21 | 0 | 0 | 1 | 99.9% |
| Q1 2020 | 2 | $88.4K | 39 | 0 | 0 | 0 | 98.4% |
| Q4 2019 | 3 | $930.6K | 1,038 | 0 | 0 | 0 | 94.2% |
| Q3 2019 | 3 | $215.1K | 1,038 | 0 | 0 | 0 | 74.8% |
| Q2 2019 | 3 | $62.0K | 1,038 | 1 | 0 | 0 | 16.1% |
| Q1 2019 | 3 | $87.2K | 1,038 | 1 | 0 | 1 | 40.1% |
| Q4 2018 | 3 | $2.0M | 1,041 | 0 | 0 | 0 | 97.7% |