UCFA
AIV

United Capital Financial Advisors’s Aimco AIV Stock Holding History

United Capital 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 		$83.4K Buy
+20,491
New +$107K ﹤0.01% 1605
2018
Q4 		– Sell
-121,588
Closed -$715K – 1283
2018
Q3 		$715K Buy
121,588
+2,132
+2% +$12.3K 0.01% 866
2018
Q2 		$673K Sell
119,456
-37,744
-24% -$205K 0.01% 863
2018
Q1 		$853K Sell
157,200
-9,451
-6% -$50.6K 0.01% 813
2017
Q4 		$970K Sell
166,651
-25,959
-13% -$153K 0.01% 786
2017
Q3 		$1.13M Sell
192,610
-56,616
-23% -$338K 0.01% 747
2017
Q2 		$1.43M Buy
249,226
+33,811
+16% +$197K 0.01% 664
2017
Q1 		$1.27M Buy
215,415
+24,952
+13% +$149K 0.01% 676
2016
Q4 		$1.15M Sell
190,463
-49,545
-21% -$283K 0.01% 713
2016
Q3 		$1.47M Buy
240,008
+29,938
+14% +$180K 0.01% 670
2016
Q2 		$1.23M Sell
210,070
-807,597
-79% -$4.47M 0.01% 675
2016
Q1 		$5.67M Buy
1,017,667
+121,767
+14% +$623K 0.06% 313
2015
Q4 		$4.78M Buy
895,900
+833,503
+1,336% +$4.29M 0.06% 336
2015
Q3 		$308K Buy
62,397
+20,404
+49% +$103K ﹤0.01% 1050
2015
Q2 		$207K Buy
+41,993
New +$212K ﹤0.01% 1179

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

United Capital Financial Advisors's AIV Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Aimco (AIV) in Q1 2026: 20,491 shares worth $83.4K. The stake represents ﹤0.01% of the portfolio and ranks #1605 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in AIV as recently as Q3 2018.

United Capital Financial Advisors first reported a position in AIV in Q2 2015 and has held it in 15 quarters since. The position peaked at $5.67M in Q1 2016. 187 funds tracked by Wall St. Rank hold AIV as of Q1 2026.

  • United Capital Financial Advisors held 20,491 shares of Aimco worth $83.4K as of Q1 2026.
  • Aimco was a new United Capital Financial Advisors position in Q1 2026.
  • Aimco made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1605 holding.
  • United Capital Financial Advisors first reported a position in Aimco in Q2 2015 and has held it in 15 quarters since.
  • United Capital Financial Advisors's Aimco position peaked at $5.67M in Q1 2016.
  • 187 funds tracked by Wall St. Rank held Aimco as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.