HRES
AIV

Heitman Real Estate Securities’s Aimco AIV Stock Holding History

Heitman Real Estate Securities’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
Q3 		– Sell
-6,884,032
Closed -$34.5M – 56
2020
Q2 		$34.5M Sell
6,884,032
-3,457,859
-33% -$17.1M 1.9% 20
2020
Q1 		$48.4M Buy
+10,341,891
New +$66.2M 2.75% 13
2019
Q3 		– Sell
-9,162,385
Closed -$61.2M – 51
2019
Q2 		$61.2M Buy
9,162,385
+2,205,582
+32% +$14.7M 2.68% 13
2019
Q1 		$46.6M Sell
6,956,803
-912,700
-12% -$5.89M 2.03% 16
2018
Q4 		$46M Sell
7,869,503
-1,638,090
-17% -$9.74M 2.38% 14
2018
Q3 		$58.7M Buy
9,507,593
+575,630
+6% +$3.31M 2.71% 8
2018
Q2 		$52.9M Buy
8,931,963
+1,101,525
+14% +$5.98M 2.55% 10
2018
Q1 		$44.4M Buy
7,830,438
+1,860,502
+31% +$9.97M 2.47% 12
2017
Q4 		$34.8M Sell
5,969,936
-1,551,732
-21% -$9.14M 1.98% 16
2017
Q3 		$43.9M Buy
+7,521,668
New +$44.9M 2.54% 15
2016
Q4 		– Sell
-3,042,733
Closed -$18.6M – 58
2016
Q3 		$18.6M Sell
3,042,733
-4,724,707
-61% -$28.4M 1.06% 35
2016
Q2 		$45.7M Buy
7,767,440
+3,063,053
+65% +$17M 2.48% 13
2016
Q1 		$26.2M Sell
4,704,387
-5,633,053
-54% -$28.8M 1.45% 27
2015
Q4 		$55.1M Buy
10,337,440
+851,497
+9% +$4.38M 1.53% 25
2015
Q3 		$46.8M Buy
9,485,943
+1,103,170
+13% +$5.58M 1.51% 27
2015
Q2 		$41.2M Sell
8,382,773
-328,573
-4% -$1.66M 2.79% 11
2015
Q1 		$45.7M Buy
8,711,346
+108,991
+1% +$567K 2.54% 12
2014
Q4 		$42.6M Sell
8,602,355
-5,272,801
-38% -$25.1M 2.62% 16
2014
Q3 		$58.8M Buy
13,875,156
+1,620,246
+13% +$7.22M 3.89% 6
2014
Q2 		$52.7M Buy
12,254,910
+4,964,835
+68% +$20.5M 3.29% 7
2014
Q1 		$29.3M Buy
+7,290,075
New +$28M 1.93% 22
2013
Q3 		– Sell
-1,854,181
Closed -$7.42M – 53
2013
Q2 		$7.42M Buy
+1,854,181
New +$7.59M 0.47% 40

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heitman Real Estate Securities's AIV Position: Q3 2020 in Review

Heitman Real Estate Securities sold out of Aimco (AIV) in Q3 2020, closing a stake of 6,884,032 shares — an estimated $34.5M sold.

Heitman Real Estate Securities first reported a position in AIV in Q2 2013 and held it in 22 quarters. The position peaked at $61.2M in Q2 2019. 315 funds tracked by Wall St. Rank hold AIV as of Q3 2020.

  • Heitman Real Estate Securities reported no remaining Aimco position as of Q3 2020 after selling out during the quarter.
  • Heitman Real Estate Securities sold 6,884,032 Aimco shares in Q3 2020, an estimated $34.5M.
  • Heitman Real Estate Securities first reported a position in Aimco in Q2 2013 and held it in 22 quarters.
  • Heitman Real Estate Securities's Aimco position peaked at $61.2M in Q2 2019.
  • 315 funds tracked by Wall St. Rank held Aimco as of Q3 2020.

Based on Heitman Real Estate Securities's 13F filing for Q3 2020, filed 13 Nov 2020.