Titelia

Fund shareholders of Apartment Investment and Management Co

ISIN US03748R7474 · United States · LEI 549300O8FT5GJ4RU1D57

Fund shareholders
36
Of which ETFs
7 29 other funds
Value held
68.3M $
Share of capital
15.9 % of 145.2M shares on Aug 6, 2026
FundSharesValueWeight in fundShare of capital
T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. 9,148,73327.2M $0.17 %6.30 %as of Jun 30, 2026 ↗
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 4,929,63213.3M $0.02 %3.39 %as of Jul 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,366,65713M $0.00 %3.01 %as of Jun 30, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 862,6962.3M $0.02 %0.59 %as of Jul 31, 2026 ↗
Mid Value Fund John Hancock Funds II 805,9023.4M $0.25 %0.55 %as of May 31, 2026 ↗
T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. 578,3151.7M $0.02 %0.40 %as of Jun 30, 2026 ↗
T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. 469,9311.4M $0.21 %0.32 %as of Jun 30, 2026 ↗
Mid Value Trust John Hancock Variable Insurance Trust 332,037986.1K $0.13 %0.23 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 256,8781.1M $0.09 %0.18 %as of May 31, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 254,404684.3K $0.02 %0.18 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 159,498429K $0.02 %0.11 %as of Jul 31, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 136,436367K $0.02 %0.09 %as of Jul 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 132,656557.2K $0.18 %0.09 %as of May 31, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 95,567283.8K $0.02 %0.07 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 86,321256.4K $0.00 %0.06 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 77,090229K $0.00 %0.05 %as of Jun 30, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 70,688209.9K $0.18 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 60,639180.1K $0.00 %0.04 %as of Jun 30, 2026 ↗
Residential REIT ETF Tidal Trust I 56,524152K $1.89 %0.04 %as of Jul 31, 2026 ↗
Global Real Estate Index Fund Northern Funds 50,375149.6K $0.02 %0.03 %as of Jun 30, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 41,478123.2K $0.06 %0.03 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 26,18977.8K $0.00 %0.02 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 24,00071.3K $0.00 %0.02 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 16,22343.6K $0.01 %0.01 %as of Jul 31, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 16,21843.6K $0.02 %0.01 %as of Jul 31, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO FUNDS 13,64440.5K $0.00 %0.01 %as of Jun 30, 2026 ↗
Comstock Capital Value Fund Comstock Funds, Inc. 11,00032.7K $0.31 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 8,05533.8K $0.01 %0.01 %as of May 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 3,2819.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,4917.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO FUNDS 9312.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 8262.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
PIMCO Inflation Response Multi-Asset Fund PIMCO FUNDS 7732.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 7662.1K $0.00 %0.00 %as of Jul 31, 2026 ↗
Atlas America Fund 2023 ETF Series Trust 4151.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust 13 $0.00 %as of Jun 30, 2026 ↗

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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.

FundWeight in fund
Residential REIT ETF Tidal Trust I 1.89 %as of Jul 31, 2026 ↗
Comstock Capital Value Fund Comstock Funds, Inc. 0.31 %as of Jun 30, 2026 ↗
Mid Value Fund John Hancock Funds II 0.25 %as of May 31, 2026 ↗
T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. 0.21 %as of Jun 30, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 0.18 %as of Jun 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 0.18 %as of May 31, 2026 ↗
T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. 0.17 %as of Jun 30, 2026 ↗
Mid Value Trust John Hancock Variable Insurance Trust 0.13 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 0.09 %as of May 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 0.06 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q336-1423,097,270-14.7 %
2026Q250-11127,077,187-41.2 %
2026Q1161+246,018,397+1.4 %
2025Q4159-145,384,627-6.8 %
2025Q3160-748,699,232-2.0 %
2025Q2167+1449,695,362+0.2 %
2025Q1153-449,599,021-1.1 %
2024Q4157+350,146,708+0.3 %
2024Q3154-149,987,838-0.7 %
2024Q2155+250,342,495+13.5 %
2024Q1153-844,359,868-13.4 %
2023Q416151,230,895

Institutional managers

177 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
PRICE T ROWE ASSOCIATES INC /MD/17,156,76469.8K $as of Mar 31, 2026
Madison Avenue Partners, LP12,374,99150.4M $as of Mar 31, 2026
Newtyn Management, LLC12,200,00049.7M $as of Mar 31, 2026
Weiss Asset Management LP8,150,45633.2M $as of Mar 31, 2026
Irenic Capital Management LP5,029,52120.5M $as of Mar 31, 2026
Owl Creek Asset Management, L.P.3,023,20012.3M $as of Mar 31, 2026
BlackRock, Inc.2,943,89012M $as of Mar 31, 2026
HRT FINANCIAL LP2,678,41510.9K $as of Mar 31, 2026
LANDMARK INVESTMENT PARTNERS, L.P.2,556,17610.4M $as of Mar 31, 2026
THOMPSON SIEGEL & WALMSLEY LLC2,365,5689.6K $as of Mar 31, 2026
JANE STREET GROUP, LLC2,095,2148.5M $as of Mar 31, 2026
Zimmer Partners, LP2,027,5008.3M $as of Mar 31, 2026
SummitTX Capital, L.P.2,010,2758.2M $as of Mar 31, 2026
Qube Research & Technologies Ltd1,768,0287.2M $as of Mar 31, 2026
Verition Fund Management LLC1,676,6866.8M $as of Mar 31, 2026
Western Standard LLC1,626,6246.6M $as of Mar 31, 2026
683 Capital Management, LLC1,450,0005.9M $as of Mar 31, 2026
Union Square Park Capital Management, LLC1,125,0004.6M $as of Mar 31, 2026
DLD Asset Management, LP1,070,9784.4M $as of Mar 31, 2026
Meros Investment Management, LP968,1243.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP930,7743.8M $as of Mar 31, 2026
UBS Group AG858,4693.5M $as of Mar 31, 2026
Alberta Investment Management Corp850,0003.5M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP804,8843.3M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC792,0603.2M $as of Mar 31, 2026

Declared shareholders of Apartment Investment and Management Co

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 4.08 %5,878,027as of Jun 30, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Apartment Investment and Management Co". https://titelia.com/en/stocks/apartment-investment-and-management-co-US03748R7474