Evergreen Capital Management’s Aimco AIV Stock Holding History

Evergreen Capital 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
2026 Q2	$453K	Buy	+152,585	New	+$585K	0.01%	967

Other funds holding AIV

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Evergreen Capital Management's AIV Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in Aimco (AIV) in Q2 2026: 152,585 shares worth $453K. The stake represents 0.01% of the portfolio and ranks #967 among its holdings.

17 funds tracked by Wall St. Rank hold AIV as of Q2 2026.

Evergreen Capital Management held 152,585 shares of Aimco worth $453K as of Q2 2026.
Aimco was a new Evergreen Capital Management position in Q2 2026.
Aimco made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #967 holding.
17 funds tracked by Wall St. Rank held Aimco as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.