Algert Global’s Aimco AIV Stock Holding History

Algert Global’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
2024 Q4	–	Sell	-87,860	Closed	-$794K	–	1160
2024 Q3	$794K	Buy	87,860 +74,760	+571%	+$665K	0.02%	799
2024 Q2	$109K	Buy	+13,100	New	+$106K	﹤0.01%	1380
2022 Q2	–	Sell	-19,249	Closed	-$141K	–	1189
2022 Q1	$141K	Buy	+19,249	New	+$137K	0.01%	1078

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

RIM

Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return

ICM

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

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

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

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

Algert Global's AIV Position: Q4 2024 in Review

Algert Global sold out of Aimco (AIV) in Q4 2024, closing a stake of 87,860 shares — an estimated $794K sold.

Algert Global first reported a position in AIV in Q1 2022 and held it in 3 quarters. The position peaked at $794K in Q3 2024. 201 funds tracked by Wall St. Rank hold AIV as of Q4 2024.

Algert Global reported no remaining Aimco position as of Q4 2024 after selling out during the quarter.
Algert Global sold 87,860 Aimco shares in Q4 2024, an estimated $794K.
Algert Global first reported a position in Aimco in Q1 2022 and held it in 3 quarters.
Algert Global's Aimco position peaked at $794K in Q3 2024.
201 funds tracked by Wall St. Rank held Aimco as of Q4 2024.

Based on Algert Global's 13F filing for Q4 2024, filed 14 Feb 2025.