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 $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