TWM
AIV

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $583M AUM 24.42% 1-Year Est. Return

Tolleson Wealth Management's AIV Position: Q1 2025 in Review

Tolleson Wealth Management sold out of Aimco (AIV) in Q1 2025, closing a stake of 119,369 shares — an estimated $1.08M sold.

Tolleson Wealth Management first reported a position in AIV in Q1 2021 and held it in 9 quarters. The position peaked at $1.08M in Q4 2024. 210 funds tracked by Wall St. Rank hold AIV as of Q1 2025.

  • Tolleson Wealth Management reported no remaining Aimco position as of Q1 2025 after selling out during the quarter.
  • Tolleson Wealth Management sold 119,369 Aimco shares in Q1 2025, an estimated $1.08M.
  • Tolleson Wealth Management first reported a position in Aimco in Q1 2021 and held it in 9 quarters.
  • Tolleson Wealth Management's Aimco position peaked at $1.08M in Q4 2024.
  • 210 funds tracked by Wall St. Rank held Aimco as of Q1 2025.

Based on Tolleson Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.