JFG
AIV

Jefferies Financial Group’s Aimco AIV Stock Holding History

Jefferies Financial Group’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
2025
Q4 		– Sell
-13,194
Closed -$105K – 1832
2025
Q3 		$105K Buy
+13,194
New +$107K ﹤0.01% 1337
2023
Q3 		– Sell
-200,000
Closed -$1.7M – 1594
2023
Q2 		$1.7M Buy
+200,000
New +$1.63M 0.02% 717

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LIP
Landmark Investment Partners West Palm Beach, Florida $399M AUM 2.32% 1-Year Est. Return

Jefferies Financial Group's AIV Position: Q4 2025 in Review

Jefferies Financial Group sold out of Aimco (AIV) in Q4 2025, closing a stake of 13,194 shares — an estimated $105K sold.

Jefferies Financial Group first reported a position in AIV in Q2 2023 and held it in 2 quarters. The position peaked at $1.7M in Q2 2023. 217 funds tracked by Wall St. Rank hold AIV as of Q4 2025.

  • Jefferies Financial Group reported no remaining Aimco position as of Q4 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 13,194 Aimco shares in Q4 2025, an estimated $105K.
  • Jefferies Financial Group first reported a position in Aimco in Q2 2023 and held it in 2 quarters.
  • Jefferies Financial Group's Aimco position peaked at $1.7M in Q2 2023.
  • 217 funds tracked by Wall St. Rank held Aimco as of Q4 2025.

Based on Jefferies Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.