Naviter Wealth’s Aimco AIV Stock Holding History

Naviter Wealth’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
2022 Q3	–	Sell	-27,315	Closed	-$175K	–	182
2022 Q2	$175K	Sell	27,315 -653	-2%	-$4.12K	0.07%	179
2022 Q1	$205K	Buy	27,968 +2,000	+8%	+$14.2K	0.07%	89
2021 Q4	$200K	Buy	+25,968	New	+$198K	0.06%	96

Other funds holding AIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

LBIM

Land & Buildings Investment Management Stamford, Connecticut $583M AUM 24.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Naviter Wealth's AIV Position: Q3 2022 in Review

Naviter Wealth sold out of Aimco (AIV) in Q3 2022, closing a stake of 27,315 shares — an estimated $175K sold.

Naviter Wealth first reported a position in AIV in Q4 2021 and held it in 3 quarters. The position peaked at $205K in Q1 2022. 197 funds tracked by Wall St. Rank hold AIV as of Q3 2022.

Naviter Wealth reported no remaining Aimco position as of Q3 2022 after selling out during the quarter.
Naviter Wealth sold 27,315 Aimco shares in Q3 2022, an estimated $175K.
Naviter Wealth first reported a position in Aimco in Q4 2021 and held it in 3 quarters.
Naviter Wealth's Aimco position peaked at $205K in Q1 2022.
197 funds tracked by Wall St. Rank held Aimco as of Q3 2022.

Based on Naviter Wealth's 13F filing for Q3 2022, filed 27 Oct 2022.