Fund shareholders of Apartment Investment and Management Co
ISIN US03748R7474 · United States · LEI 549300O8FT5GJ4RU1D57
- Fund shareholders
- 50
- Of which ETFs
- 9 41 other funds
- Value held
- 112M $
- Share of capital
- 18.6 % of 145.2M shares on Aug 6, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. | 9,313,217 | 37.9M $ | 0.26 % | 6.41 % | as of Mar 31, 2026 ↗ |
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 5,021,035 | 21.3M $ | 0.03 % | 3.46 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,571,457 | 18.6M $ | 0.00 % | 3.15 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,571,119 | 6.4M $ | 0.00 % | 1.08 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,004,215 | 4.1M $ | 0.01 % | 0.69 % | as of Mar 31, 2026 ↗ |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 892,760 | 3.8M $ | 0.04 % | 0.61 % | as of Apr 30, 2026 ↗ |
| Mid Value Fund John Hancock Funds II | 805,902 | 3.6M $ | 0.27 % | 0.55 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. | 578,315 | 2.4M $ | 0.02 % | 0.40 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. | 469,931 | 1.9M $ | 0.31 % | 0.32 % | as of Mar 31, 2026 ↗ |
| Mid Value Trust John Hancock Variable Insurance Trust | 332,037 | 1.4M $ | 0.21 % | 0.23 % | as of Mar 31, 2026 ↗ |
| Frank Value Fund FRANK FUNDS | 256,297 | 1M $ | 3.23 % | 0.18 % | as of Mar 31, 2026 ↗ |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 254,404 | 1.1M $ | 0.03 % | 0.18 % | as of Apr 30, 2026 ↗ |
| JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 222,040 | 979.2K $ | 0.09 % | 0.15 % | as of Feb 28, 2026 ↗ |
| DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 187,902 | 798.6K $ | 0.01 % | 0.13 % | as of Apr 30, 2026 ↗ |
| DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 184,406 | 783.7K $ | 0.01 % | 0.13 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 151,226 | 642.7K $ | 0.02 % | 0.10 % | as of Apr 30, 2026 ↗ |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 135,614 | 576.4K $ | 0.04 % | 0.09 % | as of Apr 30, 2026 ↗ |
| Voya MI Dynamic SMID Cap Fund Voya Equity Trust | 127,704 | 563.2K $ | 0.43 % | 0.09 % | as of Feb 28, 2026 ↗ |
| Voya MI Dynamic Small Cap Fund Voya Equity Trust | 116,404 | 513.3K $ | 0.31 % | 0.08 % | as of Feb 28, 2026 ↗ |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 99,271 | 404K $ | 0.04 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 81,199 | 358.1K $ | 0.14 % | 0.06 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 77,090 | 313.8K $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 71,680 | 291.7K $ | 0.30 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Dimensional US Real Estate ETF Dimensional ETF Trust | 63,071 | 268.1K $ | 0.02 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Dimensional Global Real Estate ETF Dimensional ETF Trust | 61,042 | 259.4K $ | 0.01 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Residential REIT ETF Tidal Trust I | 60,466 | 257K $ | 2.99 % | 0.04 % | as of Apr 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 51,215 | 217.7K $ | 0.02 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 47,010 | 191.3K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Global Real Estate Index Fund Northern Funds | 44,220 | 180K $ | 0.03 % | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 42,836 | 174.3K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 41,478 | 168.8K $ | 0.09 % | 0.03 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 23,078 | 93.9K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 21,819 | 96.2K $ | 0.00 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 16,139 | 68.6K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust | 14,912 | 63.4K $ | 0.03 % | 0.01 % | as of Apr 30, 2026 ↗ |
| PIMCO All Asset: Multi-Real Fund PIMCO Funds | 13,644 | 55.5K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 11,900 | 48.4K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 10,743 | 47.4K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Comstock Capital Value Fund Comstock Funds, Inc. | 8,000 | 32.6K $ | 0.32 % | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. | 7,705 | 31.4K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 5,446 | 22.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,640 | 10.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds | 931 | 3.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 900 | 4K $ | 0.00 % | as of Feb 28, 2026 ↗ | |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 826 | 3.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PIMCO Inflation Response Multi-Asset Fund PIMCO Funds | 773 | 3.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 725 | 3.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 342 | 1.5K $ | 0.00 % | as of Feb 28, 2026 ↗ | |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 100 | 407 $ | 0.00 % | as of Mar 31, 2026 ↗ | |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 1 | 4.1 $ | 0.00 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Frank Value Fund FRANK FUNDS | 3.23 % | as of Mar 31, 2026 ↗ |
| Residential REIT ETF Tidal Trust I | 2.99 % | as of Apr 30, 2026 ↗ |
| Voya MI Dynamic SMID Cap Fund Voya Equity Trust | 0.43 % | as of Feb 28, 2026 ↗ |
| Comstock Capital Value Fund Comstock Funds, Inc. | 0.32 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. | 0.31 % | as of Mar 31, 2026 ↗ |
| Voya MI Dynamic Small Cap Fund Voya Equity Trust | 0.31 % | as of Feb 28, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 0.30 % | as of Mar 31, 2026 ↗ |
| Mid Value Fund John Hancock Funds II | 0.27 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. | 0.26 % | as of Mar 31, 2026 ↗ |
| Mid Value Trust John Hancock Variable Insurance Trust | 0.21 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 50 | -111 | 27,077,187 | -41.2 % |
| 2026Q1 | 161 | +2 | 46,018,397 | +1.4 % |
| 2025Q4 | 159 | -1 | 45,384,627 | -6.8 % |
| 2025Q3 | 160 | -7 | 48,699,232 | -2.0 % |
| 2025Q2 | 167 | +14 | 49,695,362 | +0.2 % |
| 2025Q1 | 153 | -4 | 49,599,021 | -1.1 % |
| 2024Q4 | 157 | +3 | 50,146,708 | +0.3 % |
| 2024Q3 | 154 | -1 | 49,987,838 | -0.7 % |
| 2024Q2 | 155 | +2 | 50,342,495 | +13.5 % |
| 2024Q1 | 153 | -8 | 44,359,868 | -13.4 % |
| 2023Q4 | 161 | 51,230,895 |
Institutional managers
177 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 17,156,764 | 69.8K $ | as of Mar 31, 2026 |
| Madison Avenue Partners, LP | 12,374,991 | 50.4M $ | as of Mar 31, 2026 |
| Newtyn Management, LLC | 12,200,000 | 49.7M $ | as of Mar 31, 2026 |
| Weiss Asset Management LP | 8,150,456 | 33.2M $ | as of Mar 31, 2026 |
| Irenic Capital Management LP | 5,029,521 | 20.5M $ | as of Mar 31, 2026 |
| Owl Creek Asset Management, L.P. | 3,023,200 | 12.3M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 2,943,890 | 12M $ | as of Mar 31, 2026 |
| HRT FINANCIAL LP | 2,678,415 | 10.9K $ | as of Mar 31, 2026 |
| LANDMARK INVESTMENT PARTNERS, L.P. | 2,556,176 | 10.4M $ | as of Mar 31, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | 2,365,568 | 9.6K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 2,095,214 | 8.5M $ | as of Mar 31, 2026 |
| Zimmer Partners, LP | 2,027,500 | 8.3M $ | as of Mar 31, 2026 |
| SummitTX Capital, L.P. | 2,010,275 | 8.2M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 1,768,028 | 7.2M $ | as of Mar 31, 2026 |
| Verition Fund Management LLC | 1,676,686 | 6.8M $ | as of Mar 31, 2026 |
| Western Standard LLC | 1,626,624 | 6.6M $ | as of Mar 31, 2026 |
| 683 Capital Management, LLC | 1,450,000 | 5.9M $ | as of Mar 31, 2026 |
| Union Square Park Capital Management, LLC | 1,125,000 | 4.6M $ | as of Mar 31, 2026 |
| DLD Asset Management, LP | 1,070,978 | 4.4M $ | as of Mar 31, 2026 |
| Meros Investment Management, LP | 968,124 | 3.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 930,774 | 3.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 858,469 | 3.5M $ | as of Mar 31, 2026 |
| Alberta Investment Management Corp | 850,000 | 3.5M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 804,884 | 3.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 792,060 | 3.2M $ | as of Mar 31, 2026 |
Declared shareholders of Apartment Investment and Management Co
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 5.97 % | 8,595,664 | as of Mar 31, 2026 · SCHEDULE 13G |
| Weiss Asset Management LP and 2 others | 5.70 % | 8,150,456 | as of Mar 31, 2026 · SCHEDULE 13G |
| BlackRock, Inc. | 0.40 % | 570,866 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Apartment Investment and Management Co". https://titelia.com/en/stocks/apartment-investment-and-management-co-US03748R7474