APARTMENT INVT & MGMT CO (AIV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | $51.0M | 17,156,764 | 0.01% | 23q | HELD |
| 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 |
| Qube Research & Technologies Ltd | $9.5M | 3,191,495 | 0.01% | 13q | +80.5%+$4.2M |
| THOMPSON SIEGEL & WALMSLEY LLC | $8.0M | 2,702,305 | 0.14% | 7q | +14.2%+$1.0M |
| 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 |
| Verition Fund Management LLC | $5.0M | 1,676,686 | 0.03% | 14q | HELD |
| 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 |
| HRT FINANCIAL LP | $3.1M | 1,044,965 | 0.01% | 4q | -61.0%-$4.9M |
| 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 incl. $67.4K options PUT | 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 incl. $100.1K options CALL+PUT | 533,239 | 0.00% | 23q | -3.1%-$54.2K |
| LMR Partners LLP | $1.7M | 561,125 | 0.01% | 2q | HELD |
| GSA CAPITAL PARTNERS LLP | $1.6M | 541,536 | 0.10% | 2q | +36.9%+$433.4K |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $374.5K | 126,089 | 0.00% | 23q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $333.0K | 112,123 | 0.00% | 2q | HELD |
| JBF Capital, Inc. | $326.7K incl. $326.7K options OPT | 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 |
| CANADA LIFE ASSURANCE Co | $242.0K | 81,806 | 0.00% | 23q | HELD |
| 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 |
| 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 incl. $128.6K options CALL+PUT | 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $86.2K | 29,029 | 0.00% | 3q | -9.1%-$8.6K |
| KLP KAPITALFORVALTNING AS | $85.9K | 28,915 | 0.00% | 7q | HELD |
| Vestcor Inc | $79.0K | 26,623 | 0.00% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $69.3K | 23,327 | 0.00% | 7q | -54.3%-$82.2K |
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 |
|---|---|---|---|
| 2026-10-07 | 13G/A | T. Rowe Price Associates, Inc. | 3.5% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 29 | $974.6K | 492,772 | 14 | 3 | 5 | 0.0% |
| Q2 2026 | 156 | $359.5M | 121,186,313 | 18 | 40 | 51 | 0.2% |
| Q1 2026 | 186 | $490.3M | 120,344,833 | 48 | 55 | 53 | 0.2% |
| Q4 2025 | 222 | $774.9M | 125,952,282 | 47 | 71 | 58 | 3.5% |
| Q3 2025 | 212 | $1.1B | 125,081,438 | 43 | 73 | 54 | 7.7% |
| Q2 2025 | 210 | $1.1B | 129,084,982 | 25 | 72 | 76 | 0.3% |
| Q1 2025 | 212 | $1.1B | 127,177,350 | 36 | 74 | 54 | 0.4% |
| Q4 2024 | 203 | $1.1B | 123,739,912 | 24 | 64 | 65 | 0.2% |
| Q3 2024 | 193 | $1.1B | 119,936,340 | 25 | 61 | 64 | 0.2% |
| Q2 2024 | 185 | $972.6M | 117,209,545 | 28 | 66 | 49 | 0.1% |
| Q1 2024 | 177 | $1.1B | 130,783,833 | 17 | 49 | 71 | 0.1% |
| Q4 2023 | 182 | $966.0M | 122,651,894 | 17 | 52 | 72 | 0.6% |
| Q3 2023 | 196 | $940.8M | 129,528,215 | 14 | 54 | 75 | 6.4% |
| Q2 2023 | 197 | $1.2B | 132,054,239 | 28 | 54 | 67 | 6.6% |
| Q1 2023 | 186 | $1.1B | 135,780,244 | 22 | 66 | 55 | 1.3% |
| Q4 2022 | 193 | $967.2M | 135,484,134 | 21 | 55 | 67 | 0.3% |
| Q3 2022 | 179 | $1.4B | 196,915,317 | 34 | 53 | 53 | 0.2% |
| Q2 2022 | 164 | $988.6M | 154,034,380 | 27 | 41 | 60 | 0.3% |
| Q1 2022 | 164 | $1.2B | 157,698,179 | 16 | 57 | 52 | 0.3% |
| Q4 2021 | 188 | $1.4B | 179,743,817 | 27 | 56 | 54 | 0.4% |
| Q3 2021 | 180 | $1.2B | 178,003,509 | 22 | 50 | 62 | 0.6% |
| Q2 2021 | 194 | $1.3B | 188,955,554 | 34 | 49 | 76 | 0.4% |
| Q1 2021 | 207 | $916.6M | 148,595,450 | 37 | 53 | 72 | 0.5% |
| Q4 2020 | 230 | $935.5M | 175,909,300 | 217 | 2 | 4 | 0.5% |
| Q3 2020 | 302 | $12.8B | 380,655,773 | 31 | 95 | 114 | 0.0% |
| Q2 2020 | 320 | $19.4B | 515,660,851 | 45 | 95 | 135 | 0.0% |
| Q1 2020 | 323 | $20.5B | 582,809,427 | 29 | 115 | 126 | 0.0% |
| Q4 2019 | 354 | $19.8B | 383,714,086 | 31 | 126 | 117 | 0.0% |
| Q3 2019 | 358 | $20.0B | 383,945,904 | 43 | 116 | 121 | 0.0% |
| Q2 2019 | 360 | $27.2B | 543,319,902 | 59 | 125 | 119 | 0.0% |
| Q1 2019 | 354 | $25.6B | 507,902,613 | 343 | 1 | 5 | 0.0% |
| Q4 2018 | 360 | $22.8B | 520,405,805 | 10 | 7 | 4 | 0.0% |
