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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
Q2 		$1.53M Buy
516,105
+19,047
+4% +$73K 0.29% 83
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 $999B AUM 46.22% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
OCAM
Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Beverly Hills Private Wealth's AIV Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Aimco (AIV) stake by 3.8% in Q2 2026, buying an estimated $73K and bringing the position to 516,105 shares worth $1.53M. The position accounts for 0.29% of the portfolio, ranked #83.

Beverly Hills Private Wealth first reported a position in AIV in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.59M in Q2 2025. 155 funds tracked by Wall St. Rank hold AIV as of Q2 2026.

  • Beverly Hills Private Wealth held 516,105 shares of Aimco worth $1.53M as of Q2 2026.
  • Beverly Hills Private Wealth bought 19,047 Aimco shares in Q2 2026, an estimated $73K.
  • Aimco made up 0.29% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #83 holding.
  • Beverly Hills Private Wealth first reported a position in Aimco in Q3 2023 and has held it in 12 quarters since.
  • Beverly Hills Private Wealth's Aimco position peaked at $2.59M in Q2 2025.
  • 155 funds tracked by Wall St. Rank held Aimco as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.