Vanguard Group Inc ownership in AIV / Apartment Investment and Management Company

Apartment Investment and Management Company

DE ˙ DB ˙ US03748R7474

2,60 € ↓ -1,08 (-29,35%)

2026-06-04
AKTIENPREIS

Security	DE:AIV / Apartment Investment and Management Company
Institution	Vanguard Group Inc
Latest Disclosed Ownership	19,689,715 shares
Ownership	13.51%

2024-02-13 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 19,689,715 shares of Apartment Investment and Management Company (DE:AIV). This represents 13.51 percent ownership of the company. In their previous filing dated 2023-02-09 , Vanguard Group Inc had reported owning 21,828,329 shares, indicating a decrease of -9.80 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-02-13	2024-02-13	13G/A	21,828,329	19,689,715	-9.80	13.51	-6.18
2023-02-09	2023-02-09	13G/A	21,425,324	21,828,329	1.88	14.40	2.35
2022-02-09	2022-02-09	13G/A	20,387,883	21,425,324	5.09	14.07	2.55
2021-02-10	2021-02-10	13G	24,394,914	20,387,883	-16.43	13.72	-16.24
2020-02-11	2020-02-11	13G/A	25,261,972	24,394,914	-3.43	16.38	0.92
2019-02-11	2019-02-11	13G/A	27,695,035	25,261,972	-8.79	16.23	-7.94
2018-02-12	2018-02-12	13G/A	26,649,021	27,695,035	3.93	17.63	3.83
2017-02-09	2017-02-09	13G/A	25,194,475	26,649,021	5.77	16.98	5.47
2016-02-10	2016-02-10	13G/A		25,194,475		16.10
2015-02-10	2015-02-10	13G/A		22,628,616		15.47
2014-02-11	2014-02-11	13G/A		20,778,476		14.24
2013-02-21	2013-02-21	13G/A		20,150,628		13.84
2013-02-11	2013-02-11	13G/A		20,150,628		5.37
2012-02-08	2012-02-08	13G/A		14,213,219		11.75

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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.

Upgrade to unlock premium data and export to Excel Premium Registration Required .

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-01-29	2025-12-31	13F	APARTMENT INVT & MGMT	CL A	03748R747	19,169,677	13,011	0.07	113,868	-25.04	0.0017
2025-11-07	2025-09-30	13F	APARTMENT INVT & MGMT	CL A	03748R747	19,156,666	-122,793	-0.64	151,912	-8.91	0.0023
2025-08-11	2025-06-30	13F	APARTMENT INVT & MGMT	CL A	03748R747	19,279,459	-61,170	-0.32	166,767	-2.02	0.0027
2025-05-09	2025-03-31	13F	APARTMENT INVT & MGMT	CL A	03748R747	19,340,629	212,813	1.11	170,198	-2.11	0.0031
2025-02-11	2024-12-31	13F	APARTMENT INVT & MGMT	CL A	03748R747	19,127,816	-348,425	-1.79	173,872	-1.25	0.0030
2024-11-13	2024-09-30	13F	APARTMENT INVT & MGMT	CL A	03748R747	19,476,241	271,575	1.41	176,065	10.59	0.0032
2024-08-13	2024-06-30	13F	APARTMENT INVT & MGMT	CL A	03748R747	19,204,666	-506,982	-2.57	159,207	-1.38	0.0031
2024-05-10	2024-03-31	13F	APARTMENT INVT & MGMT	CL A	03748R747	19,711,648	21,933	0.11	161,438	4.71	0.0032
2024-03-11	2023-12-31	13F/A-1	APARTMENT INVT & MGMT	CL A	03748R747	19,689,715	-208,373	-1.05	154,170	13.94	0.0034
2024-02-14	2023-12-31	13F	APARTMENT INVT & MGMT	CL A	03748R747	19,689,715	-208,373		154,170		0.0029
2023-12-18	2023-09-30	13F/A-1	APARTMENT INVT & MGMT	CL A	03748R747	19,898,088	-600,019	-2.93	135,307	-22.52	0.0033
2023-11-14	2023-09-30	13F	APARTMENT INVT & MGMT	CL A	03748R747	19,898,088	-600,019		135,307		0.0033
2023-08-14	2023-06-30	13F	APARTMENT INVT & MGMT	CL A	03748R747	20,498,107	-1,419,653	-6.48	174,644	3.62	0.0041
2023-07-14	2023-03-31	13F/A-1	APARTMENT INVT & MGMT	CL A	03748R747	21,917,760	89,431	0.41	168,548	8.45	0.0043
2023-05-15	2023-03-31	13F	APARTMENT INVT & MGMT	CL A	03748R747	21,917,760	89,431		168,548		0.0043
2023-02-10	2022-12-31	13F	APARTMENT INVT & MGMT	CL A	03748R747	21,828,329	-86,682	-0.40	155,418	-2.85	0.0042
2022-11-14	2022-09-30	13F	APARTMENT INVT & MGMT	CL A	03748R747	21,915,011	-431,373	-1.93	159,979	11.86	0.0047
2022-08-12	2022-06-30	13F	APARTMENT INVT & MGMT	CL A	03748R747	22,346,384	156,934	0.71	143,017	-11.95	0.0040
2022-05-13	2022-03-31	13F	APARTMENT INVT & MGMT	CL A	03748R747	22,189,450	764,126	3.57	162,427	-1.80	0.0038
2022-02-14	2021-12-31	13F	APARTMENT INVT & MGMT	CL A	03748R747	21,425,324	-323,789	-1.49	165,404	11.02	0.0038
2021-11-12	2021-09-30	13F	APARTMENT INVT & MGMT	CL A	03748R747	21,749,113	-257,250	-1.17	148,982	0.89	0.0037
2021-08-13	2021-06-30	13F	APARTMENT INVT & MGMT	CL A	03748R747	22,006,363	-192,334	-0.87	147,663	8.34	0.0037
2021-05-14	2021-03-31	13F	APARTMENT INVT & MGMT	CL A	03748R747	22,198,697	1,810,815	8.88	136,299	26.62	0.0037
2021-02-12	2020-12-31	13F	APARTMENT INVT & MGMT	CL A	03748R747	20,387,882	-4,874,090	-19.29	107,648	-90.29	0.0031
2019-02-14	2018-12-31	13F	APARTMENT INVT & MGMT	CL A	03748R101	25,261,972	-170,904	-0.67	1,108,496	-1.23	0.0498
2018-12-13	2018-09-30	13F/A-2	APARTMENT INVT & MGMT	CL A	03748R101	25,432,876	139,888	0.55	1,122,352	4.90	0.0439
2018-11-23	2018-09-30	13F/A-1	APARTMENT INVT & MGMT	CL A	03748R101	25,432,876	0		1,122,352		0.0439
2018-11-14	2018-09-30	13F	APARTMENT INVT & MGMT	CL A	03748R101	25,432,876	139,888		1,122,352
2018-08-14	2018-06-30	13F	APARTMENT INVT & MGMT	CL A	03748R101	25,292,988	-1,070,855	-4.06	1,069,893	-0.41	0.0448
2018-05-15	2018-03-31	13F	APARTMENT INVT & MGMT	CL A	03748R101	26,363,843	-1,331,192	-4.81	1,074,326	-11.25	0.0470
2018-02-14	2017-12-31	13F	APARTMENT INVT & MGMT	CL A	03748R101	27,695,035	246,141	0.90	1,210,551	0.55	0.0529
2017-11-14	2017-09-30	13F	APARTMENT INVT & MGMT	CL A	03748R101	27,448,894	93,805	0.34	1,203,909	2.42	0.0563
2017-08-24	2017-06-30	13F/A-1	APARTMENT INVT & MGMT	CL A	03748R101	27,355,089	-42,444	-0.15	1,175,448	-3.26	0.0579
2017-08-11	2017-06-30	13F	APARTMENT INVT & MGMT	CL A	03748R101	27,355,089	-42,444		1,175,448
2017-05-12	2017-03-31	13F	APARTMENT INVT & MGMT	CL A	03748R101	27,397,533	748,512	2.81	1,215,081	0.32	0.0625
2017-02-14	2016-12-31	13F	APARTMENT INVT & MGMT	CL A	03748R101	26,649,021	161,199	0.61	1,211,198	-0.40	0.0676
2016-11-14	2016-09-30	13F	APARTMENT INVT & MGMT	CL A	03748R101	26,487,822	543,543	2.10	1,216,055	6.14	0.0714
2016-08-10	2016-06-30	13F	APARTMENT INVT & MGMT	CL A	03748R101	25,944,279	712,079	2.82	1,145,700	8.58	0.0712
2016-05-13	2016-03-31	13F	APARTMENT INVT & MGMT	CL A	03748R101	25,232,200	37,725	0.15	1,055,210	4.63	0.0684
2016-02-08	2015-12-31	13F	APARTMENT INVT & MGMT	CL A	03748R101	25,194,475	764,706	3.13	1,008,535	11.52	0.0678
2015-11-12	2015-09-30	13F/A-1	APARTMENT INVT & MGMT	CL A	03748R101	24,429,769	271,701	1.12	904,389	1.37	0.0384
2015-11-12	2015-09-30	13F/A-1	APARTMENT INVT & MGMT	CL A	03748R101	24,429,769	271,701		904,389		0.0384
2015-11-12	2015-09-30	13F	APARTMENT INVT & MGMT	CL A	03748R101	35,973,474			1,356,098
2015-08-13	2015-06-30	13F	APARTMENT INVT & MGMT	CL A	03748R101	24,158,068	506,951	2.14	892,158	-4.16	0.0603
2015-05-15	2015-03-31	13F/A-1	APARTMENT INVT & MGMT	CL A	03748R101	23,651,117	1,022,501	4.52	930,908	10.74	0.0631
2015-05-14	2015-03-31	13F	APARTMENT INVT & MGMT	CL A	03748R101	23,651,117			930,908
2015-02-12	2014-12-31	13F	APARTMENT INVT & MGMT	CL A	03748R101	22,628,616	521,765	2.36	840,652	19.51	0.0605
2014-11-12	2014-09-30	13F	APARTMENT INVT & MGMT	CL A	03748R101	22,106,851	233,829	1.07	703,441	-0.34	0.0548
2014-08-11	2014-06-30	13F	APARTMENT INVT & MGMT	CL A	03748R101	21,873,022	576,360	2.71	705,842	9.67	0.0556
2014-05-13	2014-03-31	13F	APARTMENT INVT & MGMT	CL A	03748R101	21,296,662	518,186	2.49	643,584	19.54	0.0541
2014-02-12	2013-12-31	13F	APARTMENT INVT & MGMT	CL A	03748R101	20,778,476	272,225	1.33	538,369	-6.03	0.0473
2013-11-07	2013-09-30	13F	APARTMENT INVT & MGMT	CL A	03748R101	20,506,251	370,006	1.84	572,946	-5.28	0.0560
2013-08-13	2013-06-30	13F	APARTMENT INVT & MGMT	CL A	03748R101	20,136,245	20,136,245		604,892		0.0635

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.