PWMG
AIV

Private Wealth Management Group’s Aimco AIV Stock Holding History

Private Wealth Management 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
-116
Closed -$920 – 1467
2025
Q3 		$920 Hold
116
– – ﹤0.01% 1305
2025
Q2 		$1K Hold
116
– – ﹤0.01% 1283
2025
Q1 		$1.02K Hold
116
– – ﹤0.01% 1262
2024
Q4 		$1.05K Hold
116
– – ﹤0.01% 1287
2024
Q3 		$1.05K Hold
116
– – ﹤0.01% 1271
2024
Q2 		$962 Hold
116
– – ﹤0.01% 1298
2024
Q1 		$951 Hold
116
– – ﹤0.01% 1277
2023
Q4 		$909 Buy
+116
New +$783 ﹤0.01% 1319

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

Private Wealth Management Group's AIV Position: Q4 2025 in Review

Private Wealth Management Group sold out of Aimco (AIV) in Q4 2025, closing a stake of 116 shares — an estimated $920 sold.

Private Wealth Management Group first reported a position in AIV in Q4 2023 and held it in 8 quarters. The position peaked at $1.05K in Q4 2024. 217 funds tracked by Wall St. Rank hold AIV as of Q4 2025.

  • Private Wealth Management Group reported no remaining Aimco position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 116 Aimco shares in Q4 2025, an estimated $920.
  • Private Wealth Management Group first reported a position in Aimco in Q4 2023 and held it in 8 quarters.
  • Private Wealth Management Group's Aimco position peaked at $1.05K in Q4 2024.
  • 217 funds tracked by Wall St. Rank held Aimco as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.