DPIM
AIV

Duff & Phelps Investment Management’s Aimco AIV Stock Holding History

Duff & Phelps Investment Management’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
Q4 		– Sell
-10,790,228
Closed -$48.5M – 220
2020
Q3 		$48.5M Sell
10,790,228
-364,425
-3% -$1.77M 0.75% 56
2020
Q2 		$55.9M Buy
11,154,653
+301,548
+3% +$1.49M 0.88% 48
2020
Q1 		$50.8M Sell
10,853,105
-1,222,956
-10% -$7.83M 0.89% 46
2019
Q4 		$83.1M Buy
12,076,061
+1,338,463
+12% +$9.46M 1.1% 38
2019
Q3 		$74.6M Buy
10,737,598
+113,353
+1% +$768K 1.01% 46
2019
Q2 		$70.9M Buy
10,624,245
+2,603,563
+32% +$17.4M 0.99% 44
2019
Q1 		$53.7M Sell
8,020,682
-1,296,140
-14% -$8.36M 0.81% 52
2018
Q4 		$54.5M Sell
9,316,822
-1,170,686
-11% -$6.96M 0.91% 46
2018
Q3 		$61.7M Sell
10,487,508
-436,896
-4% -$2.52M 0.93% 46
2018
Q2 		$61.6M Sell
10,924,404
-276,251
-2% -$1.5M 0.92% 49
2018
Q1 		$60.8M Sell
11,200,655
-952,238
-8% -$5.1M 0.95% 42
2017
Q4 		$70.8M Sell
12,152,893
-151,262
-1% -$891K 1.01% 38
2017
Q3 		$71.9M Sell
12,304,155
-195,177
-2% -$1.16M 1.01% 39
2017
Q2 		$71.5M Buy
12,499,332
+4,843,015
+63% +$28.2M 1.03% 37
2017
Q1 		$45.2M Buy
7,656,317
+46,730
+0.6% +$279K 0.64% 71
2016
Q4 		$46.1M Buy
7,609,587
+3,668,425
+93% +$20.9M 0.66% 68
2016
Q3 		$24.1M Buy
+3,941,162
New +$23.7M 0.34% 96

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Duff & Phelps Investment Management's AIV Position: Q4 2020 in Review

Duff & Phelps Investment Management sold out of Aimco (AIV) in Q4 2020, closing a stake of 10,790,228 shares — an estimated $48.5M sold.

Duff & Phelps Investment Management first reported a position in AIV in Q3 2016 and held it in 17 quarters. The position peaked at $83.1M in Q4 2019. 263 funds tracked by Wall St. Rank hold AIV as of Q4 2020.

  • Duff & Phelps Investment Management reported no remaining Aimco position as of Q4 2020 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 10,790,228 Aimco shares in Q4 2020, an estimated $48.5M.
  • Duff & Phelps Investment Management first reported a position in Aimco in Q3 2016 and held it in 17 quarters.
  • Duff & Phelps Investment Management's Aimco position peaked at $83.1M in Q4 2019.
  • 263 funds tracked by Wall St. Rank held Aimco as of Q4 2020.

Based on Duff & Phelps Investment Management's 13F filing for Q4 2020, filed 29 Jan 2021.