DT
AIV

Diversified Trust’s Aimco AIV Stock Holding History

Diversified Trust’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 		$61.5K Buy
+20,698
New +$79.3K ﹤0.01% 1090
2025
Q4 		– Sell
-10,315
Closed -$81.8K – 1041
2025
Q3 		$81.8K Buy
+10,315
New +$83.8K ﹤0.01% 972
2021
Q4 		– Sell
-16,842
Closed -$115K – 835
2021
Q3 		$115K Hold
16,842
– – ﹤0.01% 761
2021
Q2 		$113K Buy
+16,842
New +$116K ﹤0.01% 754

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

Diversified Trust's AIV Position: Q2 2026 in Review

Diversified Trust opened a new position in Aimco (AIV) in Q2 2026: 20,698 shares worth $61.5K. The stake represents ﹤0.01% of the portfolio and ranks #1090 among its holdings. This is a return to the name: Diversified Trust previously reported a position in AIV as recently as Q3 2025.

Diversified Trust first reported a position in AIV in Q2 2021 and has held it in 4 quarters since. The position peaked at $115K in Q3 2021. 156 funds tracked by Wall St. Rank hold AIV as of Q2 2026.

  • Diversified Trust held 20,698 shares of Aimco worth $61.5K as of Q2 2026.
  • Aimco was a new Diversified Trust position in Q2 2026.
  • Aimco made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #1090 holding.
  • Diversified Trust first reported a position in Aimco in Q2 2021 and has held it in 4 quarters since.
  • Diversified Trust's Aimco position peaked at $115K in Q3 2021.
  • 156 funds tracked by Wall St. Rank held Aimco as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.