United Capital Financial Advisors
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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
Q2 		– Sell
-20,491
Closed -$83.4K – 1624
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 $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
Weiss Asset Management
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
OCAM
Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

United Capital Financial Advisors's AIV Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Aimco (AIV) in Q2 2026, closing a stake of 20,491 shares — an estimated $83.4K sold.

United Capital Financial Advisors first reported a position in AIV in Q2 2015 and held it in 15 quarters. The position peaked at $5.67M in Q1 2016. 155 funds tracked by Wall St. Rank hold AIV as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Aimco position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,491 Aimco shares in Q2 2026, an estimated $83.4K.
  • United Capital Financial Advisors first reported a position in Aimco in Q2 2015 and held it in 15 quarters.
  • United Capital Financial Advisors's Aimco position peaked at $5.67M in Q1 2016.
  • 155 funds tracked by Wall St. Rank held Aimco as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.