Apartment Investment and Management Company
US ˙ NYSE ˙ US03748R7474

SecurityAIV / Apartment Investment and Management Company
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership930,774 shares
Latest Disclosed Value $ 3,787,769
Dimensional Fund Advisors Lp reports 49.18% decrease in ownership of AIV / Apartment Investment and Management Company

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 930,774 shares of Apartment Investment and Management Company (US:AIV) valued at $3,788,250 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,831,534 shares of Apartment Investment and Management Company. This represents a change in shares of -49.18% during the quarter. The current value of the position is $2,820,245 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F APARTMENT INVT & MGMT CL A 03748R747 930,774 -900,760 -49.18 3,788 -65.19 0.0002
2026-02-12 2025-12-31 13F APARTMENT INVT & MGMT CL A 03748R747 1,831,534 -51,885 -2.75 10,880 -27.15 0.0023
2025-11-12 2025-09-30 13F APARTMENT INVT & MGMT CL A 03748R747 1,883,419 102,509 5.76 14,934 -3.06 0.0032
2025-08-12 2025-06-30 13F APARTMENT INVT & MGMT CL A 03748R747 1,780,910 50,539 2.92 15,405 1.18 0.0036
2025-05-13 2025-03-31 13F APARTMENT INVT & MGMT CL A 03748R747 1,730,371 -6,770 -0.39 15,227 -3.55 0.0038
2025-02-13 2024-12-31 13F APARTMENT INVT & MGMT CL A 03748R747 1,737,141 -89,928 -4.92 15,787 -4.43 0.0038
2024-11-07 2024-09-30 13F APARTMENT INVT & MGMT CL A 03748R747 1,827,069 -50,964 -2.71 16,517 6.10 0.0040
2024-08-09 2024-06-30 13F APARTMENT INVT & MGMT CL A 03748R747 1,878,033 9,646 0.52 15,568 1.74 0.0041
2024-05-10 2024-03-31 13F APARTMENT INVT & MGMT CL A 03748R747 1,868,387 -20,164 -1.07 15,302 3.48 0.0041
2024-02-07 2023-12-31 13F APARTMENT INVT & MGMT CL A 03748R747 1,888,551 -79,853 -4.06 14,788 10.47 0.0043
2023-11-09 2023-09-30 13F APARTMENT INVT & MGMT CL A 03748R747 1,968,404 -125,695 -6.00 13,385 -24.98 0.0044
2023-08-09 2023-06-30 13F APARTMENT INVT & MGMT CL A 03748R747 2,094,099 -31,687 -1.49 17,842 9.15 0.0057
2023-05-12 2023-03-31 13F APARTMENT INVT & MGMT CL A 03748R747 2,125,786 34,356 1.64 16,345 116,650.00 0.0055
2023-02-09 2022-12-31 13F APARTMENT INVT & MGMT CL A 03748R747 2,091,430 -9,581 -0.46 15 -99.91 0.0044
2022-11-10 2022-09-30 13F APARTMENT INVT & MGMT CL A 03748R747 2,101,011 -185,850 -8.13 15,337 4.80 0.0059
2022-08-12 2022-06-30 13F APARTMENT INVT & MGMT CL A 03748R747 2,286,861 -10,776 -0.47 14,635 -12.99 0.0052
2022-05-13 2022-03-31 13F APARTMENT INVT & MGMT CLA 03748R747 2,297,637 -94,544 -3.95 16,819 -8.93 0.0052
2022-02-09 2021-12-31 13F APARTMENT INVT & MGMT CLA 03748R747 2,392,181 -31,877 -1.32 18,468 11.21 0.0056
2021-11-12 2021-09-30 13F APARTMENT INVT & MGMT CLA 03748R747 2,424,058 97,022 4.17 16,606 6.35 0.0053
2021-08-12 2021-06-30 13F APARTMENT INVT & MGMT CLA 03748R747 2,327,036 -40,597 -1.71 15,614 7.40 0.0049
2021-05-14 2021-03-31 13F APARTMENT INVT & MGMT CLA 03748R747 2,367,633 -97,814 -3.97 14,538 11.69 0.0048
2021-03-08 2020-12-31 13F/A-2 APARTMENT INVT & MGMT CLA 03748R747 2,465,447 29,413 1.21 13,016 -87.82 0.0047
2021-02-11 2020-12-31 13F APARTMENT INVT & MGMT CLA 03748R747 2,465,447 2,465,447 13,016
2019-02-26 2018-12-31 13F/A-1 APARTMENT INVT & MGMT CLA 03748R101 2,436,034 -47,198 -1.90 106,891 -2.45 0.0484
2019-02-13 2018-12-31 13F APARTMENT INVT & MGMT CLA 03748R101 2,436,034 -47,198 106,891
2018-11-13 2018-09-30 13F APARTMENT INVT & MGMT CLA 03748R101 2,483,232 12,443 0.50 109,581 4.85 0.0417
2018-08-10 2018-06-30 13F APARTMENT INVT & MGMT CLA 03748R101 2,470,789 68,929 2.87 104,514 6.78 0.0417
2018-05-11 2018-03-31 13F APARTMENT INVT & MGMT CLA 03748R101 2,401,860 85,231 3.68 97,875 -3.34 0.0408
2018-02-12 2017-12-31 13F APARTMENT INVT & MGMT CLA 03748R101 2,316,629 33,812 1.48 101,260 1.13 0.0420
2017-11-13 2017-09-30 13F APARTMENT INVT & MGMT CLA 03748R101 2,282,817 74,305 3.36 100,124 5.51 0.0438
2017-08-11 2017-06-30 13F APARTMENT INVT & MGMT CLA 03748R101 2,208,512 64,981 3.03 94,899 -0.17 0.0438
2017-05-12 2017-03-31 13F APARTMENT INVT & MGMT CLA 03748R101 2,143,531 32,118 1.52 95,065 -0.93 0.0454
2017-02-09 2016-12-31 13F APARTMENT INVT & MGMT CLA 03748R101 2,111,413 18,275 0.87 95,960 -0.15 0.0479
2016-11-10 2016-09-30 13F APARTMENT INVT & MGMT CLA 03748R101 2,093,138 14,738 0.71 96,100 4.71 0.0519
2016-08-09 2016-06-30 13F APARTMENT INVT & MGMT CLA 03748R101 2,078,400 41,951 2.06 91,779 7.77 0.0528
2016-05-13 2016-03-31 13F APARTMENT INVT & MGMT CLA 03748R101 2,036,449 36,967 1.85 85,163 6.40 0.0510
2016-02-10 2015-12-31 13F APARTMENT INVT & MGMT CLA 03748R101 1,999,482 31,817 1.62 80,041 9.88 0.0499
2015-11-13 2015-09-30 13F APARTMENT INVT & MGMT CLA 03748R101 1,967,665 14,111 0.72 72,842 0.97 0.0478
2015-08-14 2015-06-30 13F APARTMENT INVT & MGMT CLA 03748R101 1,953,554 21,870 1.13 72,145 -5.11 0.0442
2015-05-14 2015-03-31 13F APARTMENT INVT & MGMT CLA 03748R101 1,931,684 53,394 2.84 76,033 8.96 0.0480
2015-02-06 2014-12-31 13F APARTMENT INVT & MGMT CLA 03748R101 1,878,290 10,370 0.56 69,782 17.40 0.0458
2014-11-13 2014-09-30 13F APARTMENT INVT & MGMT CLA 03748R101 1,867,920 51,049 2.81 59,438 1.37 0.0421
2014-08-08 2014-06-30 13F APARTMENT INVT & MGMT CLA 03748R101 1,816,871 47,926 2.71 58,632 9.68 0.0408
2014-05-14 2014-03-31 13F APARTMENT INVT & MGMT CLA 03748R101 1,768,945 69,497 4.09 53,456 21.40 0.0399
2014-02-12 2013-12-31 13F APARTMENT INVT & MGMT CLA 03748R101 1,699,448 80,524 4.97 44,034 -2.65 0.0343
2013-11-13 2013-09-30 13F APARTMENT INVT & MGMT CLA 03748R101 1,618,924 65,414 4.21 45,233 -3.07 0.0391
2013-08-15 2013-06-30 13F APARTMENT INVT & MGMT CLA 03748R101 1,553,510 1,553,510 46,667 0.0439
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.