Mackenzie Financial
AIV

Mackenzie Financial’s Aimco AIV Stock Holding History

Mackenzie 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
2025
Q2 		– Sell
-10,188
Closed -$89.7K – 1701
2025
Q1 		$89.7K Hold
10,188
– – ﹤0.01% 1594
2024
Q4 		$92.6K Sell
10,188
-18
-0.2% -$155 ﹤0.01% 1637
2024
Q3 		$92.3K Sell
10,206
-2
-0% -$18 ﹤0.01% 1490
2024
Q2 		$84.6K Sell
10,208
-7
-0.1% -$56 ﹤0.01% 1448
2024
Q1 		$83.7K Sell
10,215
-4,261
-29% -$32.5K ﹤0.01% 1440
2023
Q4 		$113K Buy
14,476
+4,252
+42% +$28.7K ﹤0.01% 1397
2023
Q3 		$66.3K Sell
10,224
-33
-0.3% -$263 ﹤0.01% 1389
2023
Q2 		$89.4K Buy
10,257
+4
+0% +$33 ﹤0.01% 1420
2023
Q1 		$78.8K Sell
10,253
-9
-0.1% -$67 ﹤0.01% 1415
2022
Q4 		$73.1K Sell
10,262
-29
-0.3% -$221 ﹤0.01% 1326
2022
Q3 		$75K Sell
10,291
-331
-3% -$2.71K ﹤0.01% 1332
2022
Q2 		$68K Buy
+10,622
New +$67K ﹤0.01% 1367
2022
Q1 		– Sell
-53,886
Closed -$416K – 1409
2021
Q4 		$416K Sell
53,886
-6,960
-11% -$53.1K ﹤0.01% 1033
2021
Q3 		$417K Buy
60,846
+22,776
+60% +$157K ﹤0.01% 1027
2021
Q2 		$255K Sell
38,070
-6,939
-15% -$47.7K ﹤0.01% 1106
2021
Q1 		$276K Buy
+45,009
New +$228K ﹤0.01% 1024
2019
Q2 		– Sell
-84,414
Closed -$566K – 1088
2019
Q1 		$566K Buy
+84,414
New +$544K ﹤0.01% 1006

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ALM
Argosy-Lionbridge Management New York $159M AUM 2.78% 1-Year Est. Return

Mackenzie Financial's AIV Position: Q2 2025 in Review

Mackenzie Financial sold out of Aimco (AIV) in Q2 2025, closing a stake of 10,188 shares — an estimated $89.7K sold.

Mackenzie Financial first reported a position in AIV in Q1 2019 and held it in 17 quarters. The position peaked at $566K in Q1 2019. 210 funds tracked by Wall St. Rank hold AIV as of Q2 2025.

  • Mackenzie Financial reported no remaining Aimco position as of Q2 2025 after selling out during the quarter.
  • Mackenzie Financial sold 10,188 Aimco shares in Q2 2025, an estimated $89.7K.
  • Mackenzie Financial first reported a position in Aimco in Q1 2019 and held it in 17 quarters.
  • Mackenzie Financial's Aimco position peaked at $566K in Q1 2019.
  • 210 funds tracked by Wall St. Rank held Aimco as of Q2 2025.

Based on Mackenzie Financial's 13F filing for Q2 2025, filed 13 Aug 2025.