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 – 1522
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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIP
Landmark Investment Partners West Palm Beach, Florida $96.8M AUM 16.97% 1-Year Est. Return