Apartment Investment and Management Company
US ˙ NYSE ˙ US03748R7474

SecurityAIV / Apartment Investment and Management Company
InstitutionInvesco Ltd.
Latest Disclosed Ownership152,865 shares
Latest Disclosed Value $ 622,160
Invesco Ltd. reports 50.85% decrease in ownership of AIV / Apartment Investment and Management Company

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 152,865 shares of Apartment Investment and Management Company (US:AIV) valued at $622,161 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 311,046 shares of Apartment Investment and Management Company. This represents a change in shares of -50.85% during the quarter. The current value of the position is $654,262 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)
2026-05-12 2026-03-31 13F APARTMENT INVT & MGMT CL A 03748R747 152,865 -158,181 -50.85 622 -66.32 0.0000
2026-02-19 2025-12-31 13F APARTMENT INVT & MGMT CL A 03748R747 311,046 23,492 8.17 1,848 -18.99 0.0003
2025-11-13 2025-09-30 13F APARTMENT INVT & MGMT CL A 03748R747 287,554 15,443 5.68 2,280 -3.10 0.0004
2025-08-13 2025-06-30 13F APARTMENT INVT & MGMT CL A 03748R747 272,111 -6,258 -2.25 2,354 -3.92 0.0004
2025-05-12 2025-03-31 13F APARTMENT INVT & MGMT CL A 03748R747 278,369 1,984 0.72 2,450 -2.51 0.0005
2025-02-13 2024-12-31 13F APARTMENT INVT & MGMT CL A 03748R747 276,385 -2,327 -0.83 2,512 -0.28 0.0005
2024-11-12 2024-09-30 13F APARTMENT INVT & MGMT CL A 03748R747 278,712 -12,494 -4.29 2,520 4.35 0.0005
2024-08-13 2024-06-30 13F APARTMENT INVT & MGMT CL A 03748R747 291,206 996 0.34 2,414 1.60 0.0005
2024-05-14 2024-03-31 13F APARTMENT INVT & MGMT CL A 03748R747 290,210 -18,852 -6.10 2,377 -1.78 0.0005
2024-02-13 2023-12-31 13F APARTMENT INVT & MGMT CL A 03748R747 309,062 -57,777 -15.75 2,420 -3.01 0.0006
2023-11-13 2023-09-30 13F APARTMENT INVT & MGMT CL A 03748R747 366,839 9,316 2.61 2,495 -18.12 0.0007
2023-08-11 2023-06-30 13F APARTMENT INVT & MGMT CL A 03748R747 357,523 60,071 20.20 3,046 33.19 0.0008
2023-05-12 2023-03-31 13F APARTMENT INVT & MGMT CL A 03748R747 297,452 -62,192 -17.29 2,287 -10.66 0.0006
2023-02-13 2022-12-31 13F APARTMENT INVT & MGMT CL A 03748R747 359,644 -5,148 -1.41 2,561 -3.87 0.0008
2022-11-14 2022-09-30 13F APARTMENT INVT & MGMT CL A 03748R747 364,792 -10,956 -2.92 2,663 10.73 0.0009
2022-08-15 2022-06-30 13F APARTMENT INVT & MGMT CL A 03748R747 375,748 32,307 9.41 2,405 -4.34 0.0007
2022-05-16 2022-03-31 13F APARTMENT INVT & MGMT CL A 03748R747 343,441 -14,779 -4.13 2,514 -9.08 0.0006
2022-02-14 2021-12-31 13F APARTMENT INVT & MGMT CL A 03748R747 358,220 -11,226 -3.04 2,765 9.25 0.0007
2021-11-15 2021-09-30 13F APARTMENT INVT & MGMT CL A 03748R747 369,446 5,953 1.64 2,531 3.77 0.0006
2021-08-17 2021-06-30 13F APARTMENT INVT & MGMT CL A 03748R747 363,493 -49,697 -12.03 2,439 -3.82 0.0006
2021-05-17 2021-03-31 13F APARTMENT INVT & MGMT CL A 03748R747 413,190 291,979 240.88 2,536 296.25 0.0007
2021-02-16 2020-12-31 13F APARTMENT INVT & MGMT CL A 03748R747 121,211 -3,362,254 -96.52 640 -99.58 0.0002
2019-02-14 2018-12-31 13F APARTMENT INVT & MGMT CL A 03748R101 3,483,465 373,199 12.00 152,855 11.36 0.0585
2018-11-14 2018-09-30 13F APARTMENT INVT & MGMT CL A 03748R101 3,110,266 136,364 4.59 137,256 9.11 0.0432
2018-08-14 2018-06-30 13F APARTMENT INVT & MGMT CL A 03748R101 2,973,902 890,070 42.71 125,796 48.14 0.0416
2018-05-15 2018-03-31 13F APARTMENT INVT & MGMT CL A 03748R101 2,083,832 201,874 10.73 84,916 3.23 0.0317
2018-02-14 2017-12-31 13F APARTMENT INVT & MGMT CL A 03748R101 1,881,958 1,379,522 274.57 82,260 273.28 0.0297
2017-11-14 2017-09-30 13F APARTMENT INVT & MGMT CL A 03748R101 502,436 -312,365 -38.34 22,037 -37.06 0.0081
2017-08-14 2017-06-30 13F APARTMENT INVT & MGMT CL A 03748R101 814,801 23,213 2.93 35,013 -0.26 0.0109
2017-05-15 2017-03-31 13F APARTMENT INVT & MGMT CL A 03748R101 791,588 -1,108,004 -58.33 35,106 -59.34 0.0115
2017-02-14 2016-12-31 13F APARTMENT INVT & MGMT CL A 03748R101 1,899,592 -2,619,258 -57.96 86,338 -58.38 0.0290
2016-11-14 2016-09-30 13F APARTMENT INVT & MGMT CL A 03748R101 4,518,850 825,985 22.37 207,460 27.22 0.0713
2016-08-15 2016-06-30 13F APARTMENT INVT & MGMT CL A 03748R101 3,692,865 -637,010 -14.71 163,077 -9.94 0.0599
2016-05-16 2016-03-31 13F APARTMENT INVT & MGMT CL A 03748R101 4,329,875 3,940,828 1,012.94 181,076 1,062.61 0.0736
2016-02-16 2015-12-31 13F APARTMENT INVT & MGMT CL A 03748R101 389,047 9,444 2.49 15,575 10.84 0.0062
2015-11-16 2015-09-30 13F APARTMENT INVT & MGMT CL A 03748R101 379,603 -5,012 -1.30 14,052 -1.07 0.0060
2015-08-14 2015-06-30 13F APARTMENT INVT & MGMT CO CL A COMMON 03748R101 384,615 -1,260,105 -76.62 14,204 -78.06 0.0056
2015-05-15 2015-03-31 13F APARTMENT INVT & MGMT CO CL A COMMON 03748R101 1,644,720 -110,177 -6.28 64,736 -0.70 0.0250
2015-02-13 2014-12-31 13F APARTMENT INVT & MGMT CO CL A COMMON 03748R101 1,754,897 1,400,415 395.06 65,194 477.96 0.0252
2014-11-14 2014-09-30 13F APARTMENT INVT & MGMT CO CL A COMMON 03748R101 354,482 -74,579 -17.38 11,280 -18.54 0.0045
2014-08-14 2014-06-30 13F APARTMENT INVT & MGMT CO CL A COMMON 03748R101 429,061 30,785 7.73 13,847 15.05 0.0054
2014-05-15 2014-03-31 13F APARTMENT INVT & MGMT CO CL A COMMON 03748R101 398,276 71,553 21.90 12,036 42.19 0.0049
2014-02-13 2013-12-31 13F APARTMENT INVT & MGMT CO CL A COMMON 03748R101 326,723 16,091 5.18 8,465 -2.45 0.0034
2013-11-13 2013-09-30 13F APARTMENT INVT & MGMT CO CL A COMMON 03748R101 310,632 -44,134 -12.44 8,678 -18.57 0.0038
2013-08-14 2013-06-30 13F APARTMENT INVT & MGMT CO CL A COMMON 03748R101 354,766 354,766 10,657 0.0050
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.