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
Q2 		$1.45M Buy
489,096
+64,079
+15% +$246K 0.02% 562
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 $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

Bleakley Financial Group's AIV Position: Q2 2026 in Review

Bleakley Financial Group increased its Aimco (AIV) stake by 15% in Q2 2026, buying an estimated $246K and bringing the position to 489,096 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #562.

Bleakley Financial Group first reported a position in AIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.77M in Q2 2025. 156 funds tracked by Wall St. Rank hold AIV as of Q2 2026.

  • Bleakley Financial Group held 489,096 shares of Aimco worth $1.45M as of Q2 2026.
  • Bleakley Financial Group bought 64,079 Aimco shares in Q2 2026, an estimated $246K.
  • Aimco made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #562 holding.
  • Bleakley Financial Group first reported a position in Aimco in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Aimco position peaked at $2.77M in Q2 2025.
  • 156 funds tracked by Wall St. Rank held Aimco as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.