BFG
AIV

Bleakley Financial Group’s Aimco AIV Stock Holding History

Bleakley Financial Group’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 		$1.73M Buy
425,017
+105,434
+33% +$552K 0.03% 421
2025
Q4 		$1.9M Sell
319,583
-969
-0.3% -$5.8K 0.03% 364
2025
Q3 		$2.54M Sell
320,552
-204
-0.1% -$1.66K 0.06% 259
2025
Q2 		$2.77M Buy
320,756
+70,095
+28% +$567K 0.07% 236
2025
Q1 		$2.21M Buy
250,661
+105,808
+73% +$940K 0.07% 226
2024
Q4 		$1.32M Sell
144,853
-55
-0% -$475 0.04% 345
2024
Q3 		$1.31M Buy
144,908
+16
+0% +$142 0.04% 342
2024
Q2 		$1.2M Buy
144,892
+89
+0.1% +$717 0.03% 382
2024
Q1 		$1.19M Buy
144,803
+72,777
+101% +$556K 0.03% 395
2023
Q4 		$564K Sell
72,026
-575
-0.8% -$3.88K 0.02% 551
2023
Q3 		$494K Sell
72,601
-2,527
-3% -$20.1K 0.02% 540
2023
Q2 		$640K Buy
75,128
+248
+0.3% +$2.02K 0.02% 518
2023
Q1 		$576K Buy
74,880
+19,884
+36% +$148K 0.02% 535
2022
Q4 		$392K Buy
+54,996
New +$419K 0.01% 612

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 $5.43B AUM 42.42% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OCAM
Owl Creek Asset Management New York $518M AUM 59.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return