TWD
AIV

True Wealth Design’s Aimco AIV Stock Holding History

True Wealth Design’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
-164
Closed -$975 – 2702
2025
Q4 		$975 Buy
+164
New +$982 ﹤0.01% 1713

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

True Wealth Design's AIV Position: Q1 2026 in Review

True Wealth Design sold out of Aimco (AIV) in Q1 2026, closing a stake of 164 shares — an estimated $975 sold.

True Wealth Design first reported a position in AIV in Q4 2025 and held it in 1 quarter. The position peaked at $975 in Q4 2025. 187 funds tracked by Wall St. Rank hold AIV as of Q1 2026.

  • True Wealth Design reported no remaining Aimco position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 164 Aimco shares in Q1 2026, an estimated $975.
  • True Wealth Design first reported a position in Aimco in Q4 2025 and held it in 1 quarter.
  • True Wealth Design's Aimco position peaked at $975 in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Aimco as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.