Security Capital Research & Management’s Aimco AIV Stock Holding History

Security Capital Research & Management’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
2020 Q2	$181M	Buy	36,165,478 +8,865,348	+32%	+$43.9M	7.68%	3
2020 Q1	$128M	Buy	27,300,130 +6,002,118	+28%	+$38.4M	7.09%	3
2019 Q4	$147M	Buy	21,298,012 +6,979,271	+49%	+$49.3M	6.13%	3
2019 Q3	$99.5M	Buy	14,318,741 +3,813,689	+36%	+$25.8M	4.52%	7
2019 Q2	$70.1M	Sell	10,505,052 -1,166,940	-10%	-$7.8M	3.36%	12
2019 Q1	$78.2M	Buy	11,671,992 +2,650,540	+29%	+$17.1M	3.17%	12
2018 Q4	$52.7M	Sell	9,021,452 -8,320,729	-48%	-$49.5M	2.09%	19
2018 Q3	$102M	Sell	17,342,181 -6,343,625	-27%	-$36.5M	3.54%	9
2018 Q2	$133M	Sell	23,685,806 -380,595	-2%	-$2.07M	4.7%	5
2018 Q1	$131M	Buy	24,066,401 +5,693,911	+31%	+$30.5M	4.81%	5
2017 Q4	$107M	Buy	18,372,490 +10,852,023	+144%	+$63.9M	3.33%	8
2017 Q3	$43.9M	Buy	7,520,467 +180,351	+2%	+$1.08M	1.38%	28
2017 Q2	$42M	Buy	7,340,116 +2,919,171	+66%	+$17M	1.34%	31
2017 Q1	$26.1M	Sell	4,420,945 -948,312	-18%	-$5.65M	0.86%	32
2016 Q4	$32.5M	Sell	5,369,257 -1,991,510	-27%	-$11.4M	1.06%	31
2016 Q3	$45M	Sell	7,360,767 -1,998,814	-21%	-$12M	1.58%	21
2016 Q2	$55.1M	Sell	9,359,581 -3,995,031	-30%	-$22.1M	1.87%	19
2016 Q1	$74.4M	Buy	13,354,612 +684,808	+5%	+$3.51M	2.36%	14
2015 Q4	$67.6M	Sell	12,669,804 -901,635	-7%	-$4.64M	2.12%	15
2015 Q3	$66.9M	Sell	13,571,439 -238,648	-2%	-$1.21M	2.2%	16
2015 Q2	$67.9M	Buy	13,810,087 +305,894	+2%	+$1.55M	2.29%	15
2015 Q1	$70.8M	Buy	13,504,193 +3,498,539	+35%	+$18.2M	2.55%	12
2014 Q4	$49.5M	Sell	10,005,654 -2,889,121	-22%	-$13.8M	2.09%	19
2014 Q3	$54.7M	Sell	12,894,775 -2,841,483	-18%	-$12.7M	2.24%	17
2014 Q2	$67.6M	Sell	15,736,258 -7,963,931	-34%	-$33M	2.79%	12
2014 Q1	$95.4M	Sell	23,700,189 -9,114,694	-28%	-$35M	3.88%	8
2013 Q4	$113M	Sell	32,814,883 -1,863,647	-5%	-$6.68M	4.46%	6
2013 Q3	$196M	Buy	34,678,530 +222,689	+0.6%	+$865K	6.19%	4
2013 Q2	$138M	Buy	+34,455,841	New	+$141M	4.19%	8

Other funds holding AIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Security Capital Research & Management's AIV Position: Q2 2020 in Review

Security Capital Research & Management increased its Aimco (AIV) stake by 32% in Q2 2020, buying an estimated $43.9M and bringing the position to 36,165,478 shares worth $181M. The position accounts for 7.68% of the portfolio, ranked #3.

Security Capital Research & Management first reported a position in AIV in Q2 2013 and has held it in 29 quarters since. The position peaked at $196M in Q3 2013. 331 funds tracked by Wall St. Rank hold AIV as of Q2 2020.

Security Capital Research & Management held 36,165,478 shares of Aimco worth $181M as of Q2 2020.
Security Capital Research & Management bought 8,865,348 Aimco shares in Q2 2020, an estimated $43.9M.
Aimco made up 7.68% of Security Capital Research & Management's portfolio in Q2 2020, its #3 holding.
Security Capital Research & Management first reported a position in Aimco in Q2 2013 and has held it in 29 quarters since.
Security Capital Research & Management's Aimco position peaked at $196M in Q3 2013.
331 funds tracked by Wall St. Rank held Aimco as of Q2 2020.

Based on Security Capital Research & Management's 13F filing for Q2 2020, filed 14 Aug 2020.