CSC
AIV

Caldwell Sutter Capital’s Aimco AIV Stock Holding History

Caldwell Sutter Capital’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 		$292K Sell
98,458
-6,900
-7% -$26.4K 0.11% 177
2026
Q1 		$429K Sell
105,358
-1,000
-0.9% -$5.23K 0.17% 135
2025
Q4 		$632K Buy
106,358
+3,000
+3% +$18K 0.27% 97
2025
Q3 		$820K Hold
103,358
– – 0.35% 77
2025
Q2 		$894K Sell
103,358
-1,442
-1% -$11.7K 0.41% 65
2025
Q1 		$922K Buy
104,800
+5,000
+5% +$44.4K 0.44% 60
2024
Q4 		$907K Hold
99,800
– – 0.42% 62
2024
Q3 		$902K Sell
99,800
-2,500
-2% -$22.2K 0.42% 62
2024
Q2 		$848K Sell
102,300
-2,400
-2% -$19.3K 0.42% 66
2024
Q1 		$857K Hold
104,700
– – 0.41% 68
2023
Q4 		$820K Hold
104,700
– – 0.42% 66
2023
Q3 		$712K Hold
104,700
– – 0.39% 70
2023
Q2 		$892K Sell
104,700
-2,000
-2% -$16.3K 0.47% 62
2023
Q1 		$821K Sell
106,700
-4,000
-4% -$29.8K 0.6% 42
2022
Q4 		$788K Buy
+110,700
New +$844K 0.7% 42

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

Caldwell Sutter Capital's AIV Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Aimco (AIV) stake by 6.5% in Q2 2026, selling an estimated $26.4K and leaving 98,458 shares worth $292K. The position accounts for 0.11% of the portfolio, ranked #177.

Caldwell Sutter Capital first reported a position in AIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $922K in Q1 2025. 156 funds tracked by Wall St. Rank hold AIV as of Q2 2026.

  • Caldwell Sutter Capital held 98,458 shares of Aimco worth $292K as of Q2 2026.
  • Caldwell Sutter Capital sold 6,900 Aimco shares in Q2 2026, an estimated $26.4K.
  • Aimco made up 0.11% of Caldwell Sutter Capital's portfolio in Q2 2026, its #177 holding.
  • Caldwell Sutter Capital first reported a position in Aimco in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Aimco position peaked at $922K in Q1 2025.
  • 156 funds tracked by Wall St. Rank held Aimco as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.