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
2023
Q4 		– Sell
-50,000
Closed -$340K – 1311
2023
Q3 		$340K Hold
50,000
– – 0.01% 1016
2023
Q2 		$426K Buy
+50,000
New +$407K 0.01% 846
2022
Q1 		– Sell
-57,300
Closed -$443K – 1424
2021
Q4 		$443K Buy
+57,300
New +$438K 0.01% 1283

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 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.