Filing Research | AIV - APARTMENT INVT & MGMT CO Institutional Holdings

Snapshot holdings

17 / 17 loaded

#		Instrument	quantity
1	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	152.6KSH	$453.2K
2	Diversified Trust Co	Shares	20.7KSH	$61.5K
3	Sage Investment Counsel LLC	Shares	15.0KSH	$44.5K
4	Y-Intercept (Hong Kong) Ltd	Shares	14.3KSH	$42.6K
5	SIGNATUREFD, LLC	Shares	13.5KSH	$40.0K
6	Lee Financial Co	Shares	10.0KSH	$29.7K
7	Versant Capital Management, Inc	Shares	1.0KSH	$3.0K
8	EverSource Wealth Advisors, LLC	Shares	573SH	$1.7K
9	Mirae Asset Global Investments Co., Ltd.	Shares	533SH	$1.6K
10	Investors Research Corp	Shares	495SH	$1.5K
11	Hilltop National Bank	Shares	264SH	$784
12	IFP Advisors, Inc	Shares	218SH	$647
13	Farther Finance Advisors, LLC	Shares	144SH	$427
14	Fortitude Family Office, LLC	Shares	82SH	$244
15	EVOLUTION WEALTH MANAGEMENT INC.	Shares	24SH	$71
16	FNY Investment Advisers, LLC	Shares	16.6KSH	$49
17	State of Alaska, Department of Revenue	Shares	7.6KSH	$22

Manager changes2026-06-30 vs 2026-03-31

22 / 22 loaded

#		Instrument
1	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+152.6K	+$453.2K	$453.2K
2	Diversified Trust Co new	Shares	+20.7K	+$61.5K	$61.5K
3	SIGNATUREFD, LLC added	Shares	+13.3K	+$39.3K	$40.0K
4	EverSource Wealth Advisors, LLC added	Shares	+304	+$608	$1.7K
5	Fortitude Family Office, LLC new	Shares	+82	+$244	$244
6	FNY Investment Advisers, LLC added	Shares	+12.6K	+$33	$49
7	State of Alaska, Department of Revenue unchanged	Shares	0	-$8	$22
8	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	-$27	$71
9	Sound Income Strategies, LLC exited	Shares	-10	-$40	$0
10	GAMMA Investing LLC exited	Shares	-27	-$110	$0
11	Farther Finance Advisors, LLC added	Shares	+8	-$119	$427
12	Hilltop National Bank unchanged	Shares	0	-$290	$784
13	Physician Wealth Advisors, Inc. exited	Shares	-111	-$452	$0
14	IFP Advisors, Inc trimmed	Shares	-56	-$468	$647
15	Investors Research Corp unchanged	Shares	0	-$545	$1.5K
16	Versant Capital Management, Inc trimmed	Shares	-614	-$3.6K	$3.0K
17	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-2.3K	-$9.8K	$1.6K
18	Lee Financial Co unchanged	Shares	0	-$11.0K	$29.7K
19	Sage Investment Counsel LLC unchanged	Shares	0	-$16.5K	$44.5K
20	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-32.6K	-$148.3K	$42.6K
21	DELTEC ASSET MANAGEMENT LLC exited	Shares	-54.3K	-$220.8K	$0
22	Trium Capital LLP exited	Shares	-161.6K	-$657.7K	$0