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 Q2	$29.7K	Hold	10,000	–	–	﹤0.01%	162
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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

OCAM

Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lee Financial's AIV Position: Q2 2026 in Review

Lee Financial held its Aimco (AIV) position steady in Q2 2026 at 10,000 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

Lee Financial first reported a position in AIV in Q2 2022 and has held it in 17 quarters since. The position peaked at $90.9K in Q4 2024. 156 funds tracked by Wall St. Rank hold AIV as of Q2 2026.

Lee Financial held 10,000 shares of Aimco worth $29.7K as of Q2 2026.
Lee Financial left its Aimco share count unchanged in Q2 2026.
Aimco made up ﹤0.01% of Lee Financial's portfolio in Q2 2026, its #162 holding.
Lee Financial first reported a position in Aimco in Q2 2022 and has held it in 17 quarters since.
Lee Financial's Aimco position peaked at $90.9K in Q4 2024.
156 funds tracked by Wall St. Rank held Aimco as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.