Essential Partners’s Aimco AIV Stock Holding History

Essential Partners’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	–	Sell	-35	Closed	-$142	–	2855
2026 Q1	$142	Sell	35 -969	-97%	-$5.07K	﹤0.01%	2667
2025 Q4	$5.96K	Buy	+1,004	New	+$6.01K	﹤0.01%	1358

Other funds holding AIV

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

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 Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

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

Essential Partners's AIV Position: Q2 2026 in Review

Essential Partners sold out of Aimco (AIV) in Q2 2026, closing a stake of 35 shares — an estimated $142 sold.

Essential Partners first reported a position in AIV in Q4 2025 and held it in 2 quarters. The position peaked at $5.96K in Q4 2025. 156 funds tracked by Wall St. Rank hold AIV as of Q2 2026.

Essential Partners reported no remaining Aimco position as of Q2 2026 after selling out during the quarter.
Essential Partners sold 35 Aimco shares in Q2 2026, an estimated $142.
Essential Partners first reported a position in Aimco in Q4 2025 and held it in 2 quarters.
Essential Partners's Aimco position peaked at $5.96K in Q4 2025.
156 funds tracked by Wall St. Rank held Aimco as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.