PWA
AIV

Physician Wealth Advisors’s Aimco AIV Stock Holding History

Physician Wealth Advisors’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
Q2 		– Sell
-111
Closed -$452 – 2336
2026
Q1 		$452 Buy
+111
New +$581 ﹤0.01% 1959
2025
Q4 		– Sell
-120
Closed -$952 – 2036
2025
Q3 		$952 Buy
+120
New +$975 ﹤0.01% 1613

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
OCAM
Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Physician Wealth Advisors's AIV Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Aimco (AIV) in Q2 2026, closing a stake of 111 shares — an estimated $452 sold.

Physician Wealth Advisors first reported a position in AIV in Q3 2025 and held it in 2 quarters. The position peaked at $952 in Q3 2025. 156 funds tracked by Wall St. Rank hold AIV as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Aimco position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 111 Aimco shares in Q2 2026, an estimated $452.
  • Physician Wealth Advisors first reported a position in Aimco in Q3 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Aimco position peaked at $952 in Q3 2025.
  • 156 funds tracked by Wall St. Rank held Aimco as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.