Marshall Wace

Marshall Wace’s Aimco AIV Stock Holding History

Marshall Wace’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	–	Sell	-173,953	Closed	-$1.03M	–	3149
2025 Q4	$1.03M	Buy	+173,953	New	+$1.04M	﹤0.01%	1907
2025 Q3	–	Sell	-18,085	Closed	-$156K	–	2852
2025 Q2	$156K	Buy	+18,085	New	+$146K	﹤0.01%	2497
2025 Q1	–	Sell	-75,200	Closed	-$684K	–	2596
2024 Q4	$684K	Buy	+75,200	New	+$650K	﹤0.01%	1909
2023 Q2	–	Sell	-88,921	Closed	-$684K	–	2421
2023 Q1	$684K	Buy	+88,921	New	+$663K	﹤0.01%	1973
2022 Q4	–	Sell	-43,500	Closed	-$318K	–	2901
2022 Q3	$318K	Buy	+43,500	New	+$357K	﹤0.01%	2926
2018 Q3	–	Sell	-230,669	Closed	-$1.3M	–	1121
2018 Q2	$1.3M	Buy	+230,669	New	+$1.25M	0.02%	477
2015 Q4	–	Sell	-372,052	Closed	-$1.83M	–	957
2015 Q3	$1.83M	Buy	+372,052	New	+$1.88M	0.02%	476

Other funds holding AIV

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Weiss Asset Management Boston, Massachusetts $5.43B AUM 42.42% 1-Year Est. Return

Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Owl Creek Asset Management New York $518M AUM 59.67% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

HRT Financial New York $26B AUM 58.22% 1-Year Est. Return