Capstone Investment Advisors
AIV

Capstone Investment Advisors’s Aimco AIV Stock Holding History

Capstone Investment Advisors’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
2025
Q4 		– Sell
-42,007
Closed -$333K – 1549
2025
Q3 		$333K Buy
+42,007
New +$341K ﹤0.01% 1607

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LIP
Landmark Investment Partners West Palm Beach, Florida $399M AUM 2.32% 1-Year Est. Return

Capstone Investment Advisors's AIV Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Aimco (AIV) in Q4 2025, closing a stake of 42,007 shares — an estimated $333K sold.

Capstone Investment Advisors first reported a position in AIV in Q3 2025 and held it in 1 quarter. The position peaked at $333K in Q3 2025. 217 funds tracked by Wall St. Rank hold AIV as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Aimco position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 42,007 Aimco shares in Q4 2025, an estimated $333K.
  • Capstone Investment Advisors first reported a position in Aimco in Q3 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's Aimco position peaked at $333K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held Aimco as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.