B
AIV icon

Bailard’s Aimco AIV Stock Holding History

Bailard’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
2023
Q1 		– Sell
-54,695
Closed -$389K – 712
2022
Q4 		$389K Buy
54,695
+26,595
+95% +$203K 0.01% 454
2022
Q3 		$205K Buy
+28,100
New +$230K 0.01% 597
2021
Q1 		– Sell
-28,463
Closed -$150K – 689
2020
Q4 		$150K Sell
28,463
-78,126
-73% -$347K 0.01% 610
2020
Q3 		$479K Sell
106,589
-6,764
-6% -$32.8K 0.02% 291
2020
Q2 		$568K Buy
+113,353
New +$562K 0.03% 256
2019
Q4 		– Sell
-67,561
Closed -$469K – 540
2019
Q3 		$469K Buy
+67,561
New +$457K 0.03% 275
2017
Q1 		– Sell
-60,054
Closed -$364K – 294
2016
Q4 		$364K Buy
60,054
+26,273
+78% +$150K 0.03% 227
2016
Q3 		$207K Buy
+33,781
New +$203K 0.02% 306
2013
Q4 		– Sell
-150,136
Closed -$559K – 225
2013
Q3 		$559K Buy
+150,136
New +$583K 0.11% 147

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $583M AUM 24.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bailard's AIV Position: Q1 2023 in Review

Bailard sold out of Aimco (AIV) in Q1 2023, closing a stake of 54,695 shares — an estimated $389K sold.

Bailard first reported a position in AIV in Q3 2013 and held it in 9 quarters. The position peaked at $568K in Q2 2020. 187 funds tracked by Wall St. Rank hold AIV as of Q1 2023.

  • Bailard reported no remaining Aimco position as of Q1 2023 after selling out during the quarter.
  • Bailard sold 54,695 Aimco shares in Q1 2023, an estimated $389K.
  • Bailard first reported a position in Aimco in Q3 2013 and held it in 9 quarters.
  • Bailard's Aimco position peaked at $568K in Q2 2020.
  • 187 funds tracked by Wall St. Rank held Aimco as of Q1 2023.

Based on Bailard's 13F filing for Q1 2023, filed 8 May 2023.