MG
AIV

Mather Group’s Aimco AIV Stock Holding History

Mather Group’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
Q4 		– Sell
-14,653
Closed -$116K – 668
2025
Q3 		$116K Sell
14,653
-883
-6% -$7.17K ﹤0.01% 743
2025
Q2 		$134K Hold
15,536
– – ﹤0.01% 602
2025
Q1 		$137K Sell
15,536
-3,275
-17% -$29.1K ﹤0.01% 686
2024
Q4 		$171K Sell
18,811
-2,371
-11% -$20.5K ﹤0.01% 615
2024
Q3 		$191K Sell
21,182
-3,907
-16% -$34.7K ﹤0.01% 589
2024
Q2 		$205K Sell
25,089
-2,671
-10% -$21.5K ﹤0.01% 606
2024
Q1 		$217K Hold
27,760
– – ﹤0.01% 507
2023
Q4 		$217K Sell
27,760
-26,496
-49% -$179K ﹤0.01% 528
2023
Q3 		$369K Sell
54,256
-4,314
-7% -$34.3K 0.01% 392
2023
Q2 		$499K Sell
58,570
-20,621
-26% -$168K 0.01% 349
2023
Q1 		$609K Sell
79,191
-807
-1% -$6.02K 0.01% 293
2022
Q4 		$570K Buy
79,998
+4,755
+6% +$36.2K 0.01% 297
2022
Q3 		$549K Buy
+75,243
New +$617K 0.01% 275

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIP
Landmark Investment Partners West Palm Beach, Florida $96.8M AUM 16.97% 1-Year Est. Return