LPL Financial
AIV

LPL Financial’s Aimco AIV Stock Holding History

LPL 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 		$4.85M Buy
1,633,396
+1,121,065
+219% +$4.3M ﹤0.01% 2826
2026
Q1 		$2.09M Buy
512,331
+17,734
+4% +$92.8K ﹤0.01% 3470
2025
Q4 		$2.94M Buy
494,597
+856
+0.2% +$5.13K ﹤0.01% 3040
2025
Q3 		$3.92M Buy
493,741
+19,699
+4% +$160K ﹤0.01% 2698
2025
Q2 		$4.1M Buy
474,042
+150,271
+46% +$1.22M ﹤0.01% 2477
2025
Q1 		$2.85M Buy
+323,771
New +$2.88M ﹤0.01% 2621
2022
Q1 		– Sell
-158,255
Closed -$1.22M – 4178
2021
Q4 		$1.22M Buy
158,255
+11,215
+8% +$85.6K ﹤0.01% 2478
2021
Q3 		$1.01M Buy
147,040
+6,502
+5% +$44.8K ﹤0.01% 2604
2021
Q2 		$943K Sell
140,538
-41
-0% -$282 ﹤0.01% 2611
2021
Q1 		$863K Buy
140,579
+6,366
+5% +$32.2K ﹤0.01% 2524
2020
Q4 		$709K Sell
134,213
-177,515
-57% -$788K ﹤0.01% 2457
2020
Q3 		$1.4M Buy
+311,728
New +$1.51M ﹤0.01% 1680
2020
Q2 		– Sell
-130,919
Closed -$613K – 3460
2020
Q1 		$613K Sell
130,919
-26,446
-17% -$169K ﹤0.01% 1965
2019
Q4 		$1.08M Buy
157,365
+1,344
+0.9% +$9.5K ﹤0.01% 1777
2019
Q3 		$1.08M Buy
156,021
+39,140
+33% +$265K ﹤0.01% 1671
2019
Q2 		$780K Buy
116,881
+4,542
+4% +$30.4K ﹤0.01% 1916
2019
Q1 		$753K Buy
112,339
+13,782
+14% +$88.9K ﹤0.01% 1864
2018
Q4 		$576K Buy
+98,557
New +$586K ﹤0.01% 1938
2017
Q4 		– Sell
-188,781
Closed -$1.1M – 3020
2017
Q3 		$1.1M Buy
+188,781
New +$1.13M ﹤0.01% 1365

Other funds holding AIV

T. Rowe Price Associates
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
NM
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial's AIV Position: Q2 2026 in Review

LPL Financial increased its Aimco (AIV) stake by 219% in Q2 2026, buying an estimated $4.3M and bringing the position to 1,633,396 shares worth $4.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2826.

LPL Financial first reported a position in AIV in Q3 2017 and has held it in 19 quarters since. 156 funds tracked by Wall St. Rank hold AIV as of Q2 2026.

  • LPL Financial held 1,633,396 shares of Aimco worth $4.85M as of Q2 2026.
  • LPL Financial bought 1,121,065 Aimco shares in Q2 2026, an estimated $4.3M.
  • Aimco made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2826 holding.
  • LPL Financial first reported a position in Aimco in Q3 2017 and has held it in 19 quarters since.
  • 156 funds tracked by Wall St. Rank held Aimco as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.