Advisory Services Network’s Aimco AIV Stock Holding History

Advisory Services Network’s Portfolio AIV Stock Details AIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-74	Closed	-$587	–	1865
2025 Q3	$587	Buy	+74	New	+$601	﹤0.01%	4024
2024 Q1	–	Sell	-46	Closed	-$360	–	1503
2023 Q4	$360	Buy	+46	New	+$311	﹤0.01%	3670
2023 Q2	–	Sell	-46	Closed	-$354	–	1487
2023 Q1	$354	Hold	46	–	–	﹤0.01%	3785
2022 Q4	$328	Buy	+46	New	+$351	﹤0.01%	3800
2021 Q4	–	Sell	-18,421	Closed	-$126K	–	1402
2021 Q3	$126K	Buy	18,421 +61	+0.3%	+$420	﹤0.01%	1320
2021 Q2	$123K	Buy	18,360 +1,750	+11%	+$12K	﹤0.01%	1496
2021 Q1	$102K	Buy	16,610 +16,511	+16,678%	+$83.6K	﹤0.01%	1242
2020 Q4	$1K	Sell	99 -1,200	-92%	-$5.33K	﹤0.01%	3102
2020 Q3	$5K	Buy	+1,299	New	+$6.3K	﹤0.01%	2740
2020 Q2	–	Sell	-743	Closed	-$3K	–	1092
2020 Q1	$3K	Sell	743 -24,202	-97%	-$155K	﹤0.01%	2620
2019 Q4	$172K	Buy	24,945 +24,202	+3,257%	+$171K	0.01%	943
2019 Q3	$5K	Hold	743	–	–	﹤0.01%	2386
2019 Q2	$5K	Hold	743	–	–	﹤0.01%	2384
2019 Q1	$5K	Sell	743 -8	-1%	-$52	﹤0.01%	2066
2018 Q4	$4K	Hold	751	–	–	﹤0.01%	2081
2018 Q3	$4K	Hold	751	–	–	﹤0.01%	2118
2018 Q2	$4K	Hold	751	–	–	﹤0.01%	2073
2018 Q1	$4K	Hold	751	–	–	﹤0.01%	2173
2017 Q4	$4K	Hold	751	–	–	﹤0.01%	2158
2017 Q3	$4K	Hold	751	–	–	﹤0.01%	1939
2017 Q2	$4K	Buy	+751	New	+$4.38K	﹤0.01%	1865

Other funds holding AIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ICM

Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LIP

Landmark Investment Partners West Palm Beach, Florida $399M AUM 2.32% 1-Year Est. Return

Advisory Services Network's AIV Position: Q4 2025 in Review

Advisory Services Network sold out of Aimco (AIV) in Q4 2025, closing a stake of 74 shares — an estimated $587 sold.

Advisory Services Network first reported a position in AIV in Q2 2017 and held it in 21 quarters. The position peaked at $172K in Q4 2019. 217 funds tracked by Wall St. Rank hold AIV as of Q4 2025.

Advisory Services Network reported no remaining Aimco position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 74 Aimco shares in Q4 2025, an estimated $587.
Advisory Services Network first reported a position in Aimco in Q2 2017 and held it in 21 quarters.
Advisory Services Network's Aimco position peaked at $172K in Q4 2019.
217 funds tracked by Wall St. Rank held Aimco as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.