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Sequoia Financial Advisors’s Aimco AIV Stock Holding History

Sequoia Financial 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
Q1 		– Sell
-49,418
Closed -$294K – 1927
2025
Q4 		$294K Buy
49,418
+3,743
+8% +$22.4K ﹤0.01% 1576
2025
Q3 		$362K Buy
45,675
+107
+0.2% +$869 ﹤0.01% 1298
2025
Q2 		$394K Sell
45,568
-1,503
-3% -$12.2K ﹤0.01% 1116
2025
Q1 		$414K Buy
+47,071
New +$418K ﹤0.01% 930

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OCAM
Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Sequoia Financial Advisors's AIV Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Aimco (AIV) in Q1 2026, closing a stake of 49,418 shares — an estimated $294K sold.

Sequoia Financial Advisors first reported a position in AIV in Q1 2025 and held it in 4 quarters. The position peaked at $414K in Q1 2025. 187 funds tracked by Wall St. Rank hold AIV as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining Aimco position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 49,418 Aimco shares in Q1 2026, an estimated $294K.
  • Sequoia Financial Advisors first reported a position in Aimco in Q1 2025 and held it in 4 quarters.
  • Sequoia Financial Advisors's Aimco position peaked at $414K in Q1 2025.
  • 187 funds tracked by Wall St. Rank held Aimco as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.