CA
AIV

Clearstead Advisors’s Aimco AIV Stock Holding History

Clearstead 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
-123
Closed -$976 – 2750
2025
Q3 		$976 Buy
+123
New +$999 ﹤0.01% 2622
2023
Q3 		– Sell
-201
Closed -$1.71K – 1477
2023
Q2 		$1.71K Hold
201
– – ﹤0.01% 1185
2023
Q1 		$1.54K Hold
201
– – ﹤0.01% 1179
2022
Q4 		$1.43K Hold
201
– – ﹤0.01% 1134
2022
Q3 		$1K Buy
201
+1
+0.5% +$8 ﹤0.01% 1121
2022
Q2 		$1K Hold
200
– – ﹤0.01% 1151
2022
Q1 		$1K Hold
200
– – ﹤0.01% 1260
2021
Q4 		$2K Buy
+200
New +$1.53K ﹤0.01% 1090
2021
Q3 		– Sell
-31
Closed – – 1281
2021
Q2 		$0 Buy
+31
New +$213 ﹤0.01% 1251

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

Clearstead Advisors's AIV Position: Q4 2025 in Review

Clearstead Advisors sold out of Aimco (AIV) in Q4 2025, closing a stake of 123 shares — an estimated $976 sold.

Clearstead Advisors first reported a position in AIV in Q2 2021 and held it in 9 quarters. The position peaked at $2K in Q4 2021. 217 funds tracked by Wall St. Rank hold AIV as of Q4 2025.

  • Clearstead Advisors reported no remaining Aimco position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 123 Aimco shares in Q4 2025, an estimated $976.
  • Clearstead Advisors first reported a position in Aimco in Q2 2021 and held it in 9 quarters.
  • Clearstead Advisors's Aimco position peaked at $2K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held Aimco as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.