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 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 $865B AUM 30.76% 1-Year Est. Return

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Weiss Asset Management Boston, Massachusetts $5.43B AUM 42.42% 1-Year Est. Return

Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Owl Creek Asset Management New York $518M AUM 59.67% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

HRT Financial New York $26B AUM 58.22% 1-Year Est. Return