CPG
AIV

Cornerstone Planning Group’s Aimco AIV Stock Holding History

Cornerstone Planning Group’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
2026
Q1 		– Sell
-110
Closed -$642 – 1821
2025
Q4 		$642 Buy
+110
New +$659 ﹤0.01% 1464
2025
Q3 		– Sell
-95
Closed -$825 – 1697
2025
Q2 		$825 Buy
+95
New +$768 ﹤0.01% 1168
2025
Q1 		– Sell
-67
Closed -$601 – 1559
2024
Q4 		$601 Buy
+67
New +$579 ﹤0.01% 1078

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Cornerstone Planning Group's AIV Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Aimco (AIV) in Q1 2026, closing a stake of 110 shares — an estimated $642 sold.

Cornerstone Planning Group first reported a position in AIV in Q4 2024 and held it in 3 quarters. The position peaked at $825 in Q2 2025. 187 funds tracked by Wall St. Rank hold AIV as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Aimco position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 110 Aimco shares in Q1 2026, an estimated $642.
  • Cornerstone Planning Group first reported a position in Aimco in Q4 2024 and held it in 3 quarters.
  • Cornerstone Planning Group's Aimco position peaked at $825 in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Aimco as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.