Forward Management’s Aimco AIV Stock Holding History

Forward 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
2018 Q1	–	Sell	-3,721,123	Closed	-$21.7M	–	191
2017 Q4	$21.7M	Buy	+3,721,123	New	+$21.9M	2.44%	13
2014 Q2	–	Sell	-210,191	Closed	-$846K	–	355
2014 Q1	$846K	Hold	210,191	–	–	0.05%	167
2013 Q4	$726K	Buy	210,191 +45,041	+27%	+$162K	0.04%	176
2013 Q3	$615K	Hold	165,150	–	–	0.04%	194
2013 Q2	$661K	Buy	+165,150	New	+$676K	0.05%	176

Other funds holding AIV

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SCRM

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

Forward Management's AIV Position: Q1 2018 in Review

Forward Management sold out of Aimco (AIV) in Q1 2018, closing a stake of 3,721,123 shares — an estimated $21.7M sold.

Forward Management first reported a position in AIV in Q2 2013 and held it in 5 quarters. The position peaked at $21.7M in Q4 2017. 327 funds tracked by Wall St. Rank hold AIV as of Q1 2018.

Forward Management reported no remaining Aimco position as of Q1 2018 after selling out during the quarter.
Forward Management sold 3,721,123 Aimco shares in Q1 2018, an estimated $21.7M.
Forward Management first reported a position in Aimco in Q2 2013 and held it in 5 quarters.
Forward Management's Aimco position peaked at $21.7M in Q4 2017.
327 funds tracked by Wall St. Rank held Aimco as of Q1 2018.

Based on Forward Management's 13F filing for Q1 2018, filed 30 Apr 2018.