LF
AIV

Lee Financial’s Aimco AIV Stock Holding History

Lee Financial’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
Q1 		$40.7K Hold
10,000
– – 0.01% 145
2025
Q4 		$59.4K Hold
10,000
– – 0.01% 142
2025
Q3 		$79.3K Hold
10,000
– – 0.01% 179
2025
Q2 		$86.5K Hold
10,000
– – 0.01% 143
2025
Q1 		$88K Hold
10,000
– – 0.01% 142
2024
Q4 		$90.9K Hold
10,000
– – 0.01% 178
2024
Q3 		$90.4K Hold
10,000
– – 0.01% 178
2024
Q2 		$82.9K Hold
10,000
– – 0.01% 145
2024
Q1 		$81.9K Hold
10,000
– – 0.01% 141
2023
Q4 		$78.3K Hold
10,000
– – 0.01% 194
2023
Q3 		$68K Hold
10,000
– – 0.01% 190
2023
Q2 		$85.2K Hold
10,000
– – 0.01% 180
2023
Q1 		$76.9K Hold
10,000
– – 0.01% 201
2022
Q4 		$71.2K Hold
10,000
– – 0.01% 226
2022
Q3 		$73K Hold
10,000
– – 0.01% 219
2022
Q2 		$64K Buy
+10,000
New +$63.1K 0.01% 223

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WAM
Weiss Asset Management Boston, Massachusetts $5.43B AUM 42.42% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OCAM
Owl Creek Asset Management New York $518M AUM 59.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return