Tolleson Wealth Management’s Aimco AIV Stock Holding History

Tolleson Wealth 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
2025 Q1	–	Sell	-119,369	Closed	-$1.08M	–	88
2024 Q4	$1.08M	Hold	119,369	–	–	0.22%	42
2024 Q3	$1.08M	Hold	119,369	–	–	0.21%	37
2024 Q2	$990K	Hold	119,369	–	–	0.2%	43
2024 Q1	$978K	Buy	119,369 +30,184	+34%	+$231K	0.19%	43
2023 Q4	$698K	Hold	89,185	–	–	0.14%	52
2023 Q3	$606K	Hold	89,185	–	–	0.15%	51
2023 Q2	$760K	Buy	+89,185	New	+$725K	0.18%	50
2021 Q3	–	Sell	-50,234	Closed	-$337K	–	67
2021 Q2	$337K	Hold	50,234	–	–	0.09%	58
2021 Q1	$308K	Buy	+50,234	New	+$254K	0.09%	61

Other funds holding AIV

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 New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

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

Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return