PL
AIV

Perpetual Ltd’s Aimco AIV Stock Holding History

Perpetual Ltd’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
-36,730
Closed -$291K – 417
2025
Q3 		$291K Sell
36,730
-200
-0.5% -$1.63K ﹤0.01% 367
2025
Q2 		$319K Sell
36,930
-2,780
-7% -$22.5K ﹤0.01% 369
2025
Q1 		$349K Buy
+39,710
New +$353K ﹤0.01% 364
2015
Q2 		– Sell
-40,049
Closed -$210K – 186
2015
Q1 		$210K Sell
40,049
-4,969
-11% -$25.9K 0.02% 180
2014
Q4 		$223K Sell
45,018
-7,034
-14% -$33.5K 0.03% 201
2014
Q3 		$221K Sell
52,052
-616
-1% -$2.74K 0.02% 186
2014
Q2 		$226K Sell
52,668
-1,906
-3% -$7.89K 0.02% 203
2014
Q1 		$220K Sell
54,574
-9,114
-14% -$35K 0.03% 177
2013
Q4 		$220K Buy
63,688
+1,554
+3% +$5.57K 0.03% 197
2013
Q3 		$231K Buy
+62,134
New +$241K 0.03% 193

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
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LIP
Landmark Investment Partners West Palm Beach, Florida $399M AUM 2.32% 1-Year Est. Return

Perpetual Ltd's AIV Position: Q4 2025 in Review

Perpetual Ltd sold out of Aimco (AIV) in Q4 2025, closing a stake of 36,730 shares — an estimated $291K sold.

Perpetual Ltd first reported a position in AIV in Q3 2013 and held it in 10 quarters. The position peaked at $349K in Q1 2025. 217 funds tracked by Wall St. Rank hold AIV as of Q4 2025.

  • Perpetual Ltd reported no remaining Aimco position as of Q4 2025 after selling out during the quarter.
  • Perpetual Ltd sold 36,730 Aimco shares in Q4 2025, an estimated $291K.
  • Perpetual Ltd first reported a position in Aimco in Q3 2013 and held it in 10 quarters.
  • Perpetual Ltd's Aimco position peaked at $349K in Q1 2025.
  • 217 funds tracked by Wall St. Rank held Aimco as of Q4 2025.

Based on Perpetual Ltd's 13F filing for Q4 2025, filed 20 Jan 2026.