SIC
AIV

Sage Investment Counsel’s Aimco AIV Stock Holding History

Sage Investment Counsel’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 		$44.5K Hold
15,000
– – 0.04% 125
2026
Q1 		$61K Hold
15,000
– – 0.07% 125
2025
Q4 		$89.1K Buy
+15,000
New +$89.8K 0.1% 119

Other funds holding AIV

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Sage Investment Counsel's AIV Position: Q2 2026 in Review

Sage Investment Counsel held its Aimco (AIV) position steady in Q2 2026 at 15,000 shares worth $44.5K. The position accounts for 0.04% of the portfolio, ranked #125.

Sage Investment Counsel first reported a position in AIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $89.1K in Q4 2025. 25 funds tracked by Wall St. Rank hold AIV as of Q2 2026.

  • Sage Investment Counsel held 15,000 shares of Aimco worth $44.5K as of Q2 2026.
  • Sage Investment Counsel left its Aimco share count unchanged in Q2 2026.
  • Aimco made up 0.04% of Sage Investment Counsel's portfolio in Q2 2026, its #125 holding.
  • Sage Investment Counsel first reported a position in Aimco in Q4 2025 and has held it in 3 quarters since.
  • Sage Investment Counsel's Aimco position peaked at $89.1K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Aimco as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.