CM
AIV

Caption Management’s Aimco AIV Stock Holding History

Caption Management’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
Q3 		– Sell
-37,320
Closed -$323K – 1627
2025
Q2 		$323K Buy
+37,320
New +$302K ﹤0.01% 1199
2023
Q4 		– Sell
-17,500
Closed -$119K – 1312
2023
Q3 		$119K Sell
17,500
-7,500
-30% -$59.7K ﹤0.01% 1140
2023
Q2 		$213K Sell
25,000
-122,670
-83% -$998K ﹤0.01% 930
2023
Q1 		$1.14M Buy
147,670
+62,982
+74% +$470K 0.02% 602
2022
Q4 		$603K Hold
84,688
– – 0.01% 879
2022
Q3 		$617K Buy
84,688
+47,188
+126% +$387K 0.01% 1014
2022
Q2 		$240K Buy
+37,500
New +$237K ﹤0.01% 1208

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return

Caption Management's AIV Position: Q3 2025 in Review

Caption Management sold out of Aimco (AIV) in Q3 2025, closing a stake of 37,320 shares — an estimated $323K sold.

Caption Management first reported a position in AIV in Q2 2022 and held it in 7 quarters. The position peaked at $1.14M in Q1 2023. 212 funds tracked by Wall St. Rank hold AIV as of Q3 2025.

  • Caption Management reported no remaining Aimco position as of Q3 2025 after selling out during the quarter.
  • Caption Management sold 37,320 Aimco shares in Q3 2025, an estimated $323K.
  • Caption Management first reported a position in Aimco in Q2 2022 and held it in 7 quarters.
  • Caption Management's Aimco position peaked at $1.14M in Q1 2023.
  • 212 funds tracked by Wall St. Rank held Aimco as of Q3 2025.

Based on Caption Management's 13F filing for Q3 2025, filed 14 Nov 2025.