Creative Planning
AIV

Creative Planning’s Aimco AIV Stock Holding History

Creative Planning’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
Q2 		$133K Buy
44,924
+34,258
+321% +$131K ﹤0.01% 3987
2026
Q1 		$43.4K Sell
10,666
-2,005
-16% -$10.5K ﹤0.01% 3993
2025
Q4 		$75.3K Buy
12,671
+249
+2% +$1.49K ﹤0.01% 3751
2025
Q3 		$98.5K Buy
12,422
+260
+2% +$2.11K ﹤0.01% 3673
2025
Q2 		$105K Buy
12,162
+1,712
+16% +$13.8K ﹤0.01% 3418
2025
Q1 		$92K Buy
+10,450
New +$92.8K ﹤0.01% 3266
2023
Q2 		– Sell
-6
Closed -$47 – 2651
2023
Q1 		$47 Buy
+6
New +$45 ﹤0.01% 2642
2017
Q3 		– Sell
-2,883
Closed -$17K – 1930
2017
Q2 		$17K Sell
2,883
-1,501
-34% -$8.75K ﹤0.01% 3265
2017
Q1 		$26K Hold
4,384
– – ﹤0.01% 2942
2016
Q4 		$27K Hold
4,384
– – ﹤0.01% 2853
2016
Q3 		$27K Hold
4,384
– – ﹤0.01% 2823
2016
Q2 		$26K Sell
4,384
-3,693
-46% -$20.4K ﹤0.01% 2594
2016
Q1 		$45K Sell
8,077
-2,590
-24% -$13.3K ﹤0.01% 2171
2015
Q4 		$57K Buy
10,667
+1,096
+11% +$5.64K ﹤0.01% 2010
2015
Q3 		$47K Buy
+9,571
New +$48.4K ﹤0.01% 2083
2015
Q2 		– Sell
-5,878
Closed -$31K – 1149
2015
Q1 		$31K Sell
5,878
-1,171
-17% -$6.1K ﹤0.01% 2361
2014
Q4 		$35K Buy
7,049
+1,171
+20% +$5.57K ﹤0.01% 2227
2014
Q3 		$25K Hold
5,878
– – ﹤0.01% 2384
2014
Q2 		$25K Hold
5,878
– – ﹤0.01% 2348
2014
Q1 		$24K Buy
5,878
+4,091
+229% +$15.7K ﹤0.01% 2260
2013
Q4 		$6K Hold
1,787
– – ﹤0.01% 2755
2013
Q3 		$7K Sell
1,787
-232
-11% -$901 ﹤0.01% 2602
2013
Q2 		$8K Buy
+2,019
New +$8.27K ﹤0.01% 2345

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
OCAM
Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning's AIV Position: Q2 2026 in Review

Creative Planning increased its Aimco (AIV) stake by 321% in Q2 2026, buying an estimated $131K and bringing the position to 44,924 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #3987.

Creative Planning first reported a position in AIV in Q2 2013 and has held it in 23 quarters since. 156 funds tracked by Wall St. Rank hold AIV as of Q2 2026.

  • Creative Planning held 44,924 shares of Aimco worth $133K as of Q2 2026.
  • Creative Planning bought 34,258 Aimco shares in Q2 2026, an estimated $131K.
  • Aimco made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3987 holding.
  • Creative Planning first reported a position in Aimco in Q2 2013 and has held it in 23 quarters since.
  • 156 funds tracked by Wall St. Rank held Aimco as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.