Diligent Investors’s Aimco AIV Stock Holding History

Diligent Investors’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
2020 Q2	–	Sell	-44,973	Closed	-$211K	–	201
2020 Q1	$211K	Sell	44,973 -1,494	-3%	-$9.57K	0.13%	147
2019 Q4	$320K	Hold	46,467	–	–	0.14%	144
2019 Q3	$323K	Sell	46,467 -2,019	-4%	-$13.7K	0.16%	150
2019 Q2	$324K	Sell	48,486 -1,389	-3%	-$9.29K	0.16%	151
2019 Q1	$334K	Sell	49,875 -751	-1%	-$4.84K	0.19%	132
2018 Q4	$296K	Sell	50,626 -1,922	-4%	-$11.4K	0.19%	129
2018 Q3	$309K	Hold	52,548	–	–	0.17%	144
2018 Q2	$296K	Hold	52,548	–	–	0.18%	140
2018 Q1	$285K	Sell	52,548 -728	-1%	-$3.9K	0.17%	142
2017 Q4	$309K	Sell	53,276 -750	-1%	-$4.42K	0.2%	137
2017 Q3	$316K	Sell	54,026 -3,003	-5%	-$17.9K	0.23%	113
2017 Q2	$326K	Hold	57,029	–	–	0.23%	113
2017 Q1	$337K	Sell	57,029 -6,591	-10%	-$39.3K	0.26%	98
2016 Q4	$385K	Sell	63,620 -4,211	-6%	-$24K	0.31%	83
2016 Q3	$416K	Sell	67,831 -1,397	-2%	-$8.41K	0.34%	76
2016 Q2	$407K	Sell	69,228 -540	-0.8%	-$2.99K	0.39%	70
2016 Q1	$389K	Hold	69,768	–	–	0.42%	72
2015 Q4	$372K	Hold	69,768	–	–	0.42%	71
2015 Q3	$373K	Sell	69,768 -6,906	-9%	-$34.9K	0.4%	73
2015 Q2	$397K	Sell	76,674 -1,096	-1%	-$5.54K	0.42%	72
2015 Q1	$396K	Hold	77,770	–	–	0.41%	75
2014 Q4	$404K	Buy	+77,770	New	+$370K	0.41%	73

Other funds holding AIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Diligent Investors's AIV Position: Q2 2020 in Review

Diligent Investors sold out of Aimco (AIV) in Q2 2020, closing a stake of 44,973 shares — an estimated $211K sold.

Diligent Investors first reported a position in AIV in Q4 2014 and held it in 22 quarters. The position peaked at $416K in Q3 2016. 331 funds tracked by Wall St. Rank hold AIV as of Q2 2020.

Diligent Investors reported no remaining Aimco position as of Q2 2020 after selling out during the quarter.
Diligent Investors sold 44,973 Aimco shares in Q2 2020, an estimated $211K.
Diligent Investors first reported a position in Aimco in Q4 2014 and held it in 22 quarters.
Diligent Investors's Aimco position peaked at $416K in Q3 2016.
331 funds tracked by Wall St. Rank held Aimco as of Q2 2020.

Based on Diligent Investors's 13F filing for Q2 2020, filed 9 Jul 2020.