BHPW
AIV

Beverly Hills Private Wealth’s Aimco AIV Stock Holding History

Beverly Hills Private Wealth’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
2026
Q1 		$2.02M Buy
497,058
+166,436
+50% +$871K 0.34% 81
2025
Q4 		$1.96M Buy
330,622
+5,506
+2% +$33K 0.34% 80
2025
Q3 		$2.58M Buy
325,116
+25,121
+8% +$204K 0.45% 61
2025
Q2 		$2.59M Buy
299,995
+24,401
+9% +$197K 0.49% 55
2025
Q1 		$2.43M Buy
275,594
+20,143
+8% +$179K 0.48% 55
2024
Q4 		$2.32M Buy
255,451
+25,006
+11% +$216K 0.47% 56
2024
Q3 		$2.08M Buy
230,445
+66,782
+41% +$594K 0.42% 71
2024
Q2 		$1.36M Buy
163,663
+51,495
+46% +$415K 0.29% 90
2024
Q1 		$919K Buy
112,168
+67,343
+150% +$514K 0.21% 111
2023
Q4 		$351K Buy
44,825
+30,970
+224% +$209K 0.09% 227
2023
Q3 		$94.2K Buy
+13,855
New +$110K 0.03% 288

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Beverly Hills Private Wealth's AIV Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its Aimco (AIV) stake by 50% in Q1 2026, buying an estimated $871K and bringing the position to 497,058 shares worth $2.02M. The position accounts for 0.34% of the portfolio, ranked #81.

Beverly Hills Private Wealth first reported a position in AIV in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.59M in Q2 2025. 187 funds tracked by Wall St. Rank hold AIV as of Q1 2026.

  • Beverly Hills Private Wealth held 497,058 shares of Aimco worth $2.02M as of Q1 2026.
  • Beverly Hills Private Wealth bought 166,436 Aimco shares in Q1 2026, an estimated $871K.
  • Aimco made up 0.34% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #81 holding.
  • Beverly Hills Private Wealth first reported a position in Aimco in Q3 2023 and has held it in 11 quarters since.
  • Beverly Hills Private Wealth's Aimco position peaked at $2.59M in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Aimco as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.