AIVNYSEReal Estate Investment TrustsFiscal year ends December 31
APARTMENT INVESTMENT & MANAGEMENT CO
Financials through Q4 FY2025, quarter ended Dec 31, 2025Last filing: 10-Q on Aug 7, 2026
$1.65−0.05 (-2.94%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- 0.4
- Dividend yield
- 171.52%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
83.4%
121M of 145M shares
Institutional holders
155
19 new, 45 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wam Gp LLC | 8,150,456 | 5.70% | 13G (passive) | Mar 31, 2026 |
| Caraway Jackson Investments LLC | 12,347,991 | 8.60% | 13G (passive) | Feb 26, 2026 |
| Newtyn Management, LLC | 11,600,000 | 8.10% | 13G (passive) amendment | Mar 18, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AIV | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc /Md/ | 17,156,764 | 11.81% | $50.96K | – | 0.01% |
| Madison Avenue Partners, LP | 12,374,991 | 8.52% | $36.75M | – | 1.58% |
| Newtyn Management, LLC | 12,200,000 | 8.40% | $36.23M | – | 4.52% |
| Weiss Asset Management LP | 8,150,456 | 5.61% | $24.21M | – | 0.25% |
| Owl Creek Asset Management, L.P. | 5,927,644 | 4.08% | $17.61M | +2,904,444 | 1.46% |
| Vanguard Portfolio Management LLC | 5,878,027 | 4.05% | $17.46M | −2,717,637 | 0.00% |
| Two Sigma Investments, LP | 4,728,679 | 3.26% | $14.04M | +3,923,795 | 0.01% |
| Vanguard Capital Management LLC | 4,504,386 | 3.10% | $13.38M | −186,997 | 0.00% |
| Mangrove Partners | 4,459,396 | 3.07% | $13.24M | New | 0.87% |
| BlackRock, Inc. | 3,847,592 | 2.65% | $11.43M | +903,702 | 0.00% |
| Qube Research & Technologies Ltd | 3,191,495 | 2.20% | $9.48M | +1,423,467 | 0.01% |
| Thompson Siegel & Walmsley LLC | 2,702,305 | 1.86% | $8.03K | +336,737 | 0.14% |
| SummitTX Capital, L.P. | 2,306,732 | 1.59% | $6.85M | +296,457 | 0.18% |
| 683 Capital Management, LLC | 2,100,000 | 1.45% | $6.24M | +650,000 | 0.31% |
| Zimmer Partners, LP | 2,027,500 | 1.40% | $6.02M | – | 0.14% |
| Landmark Investment Partners, L.P. | 1,981,897 | 1.36% | $5.14M | −574,279 | 1.29% |
| Verition Fund Management LLC | 1,676,686 | 1.15% | $4.98M | – | 0.03% |
| LPL Financial LLC | 1,633,396 | 1.12% | $4.85M | +1,121,065 | 0.00% |
| Irenic Capital Management LP | 1,398,460 | 0.96% | $4.15M | −3,631,061 | 0.20% |
| DLD Asset Management, LP | 1,277,578 | 0.88% | $3.79M | +206,600 | 0.25% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 155 | 121M | 83.4% | 19 / 41 | 53 / 45 | 20M | 19M |
| Q1 2026 | 186 | 120M | 82.8% | 52 / 56 | 54 / 79 | 62M | 48M |
| Q4 2025 | 217 | 126M | 86.6% | 50 / 75 | 61 / 39 | 27M | 25M |
| Q3 2025 | 212 | 125M | 86.1% | 43 / 75 | 58 / 40 | 26M | 30M |
| Q2 2025 | 209 | 129M | 88.9% | 26 / 73 | 82 / 25 | 11M | 9M |
| Q1 2025 | 209 | 127M | 87.5% | 39 / 78 | 60 / 27 | 14M | 10M |
| Q4 2024 | 200 | 124M | 85.2% | 28 / 68 | 73 / 22 | 13M | 9M |
| Q3 2024 | 194 | 120M | 82.6% | 27 / 64 | 69 / 17 | 23M | 5M |
| Q2 2024 | 185 | 117M | 80.7% | 30 / 71 | 58 / 21 | 9M | 22M |
| Q1 2024 | 177 | 131M | 90.0% | 20 / 55 | 75 / 25 | 17M | 9M |
| Q4 2023 | 183 | 123M | 84.4% | 25 / 55 | 79 / 32 | 19M | 24M |
| Q3 2023 | 194 | 128M | 88.1% | 16 / 59 | 85 / 17 | 8M | 12M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AIV | Value | % of fund | As of |
|---|---|---|---|---|---|
| T. Rowe Price Mid-Cap Value Fund, Inc. | 9,148,733 | 6.30% | $27.17M | 0.17% | Jun 30, 2026 |
| Vanguard Real Estate Index Fund | 4,929,632 | 3.39% | $13.26M | 0.02% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 4,366,657 | 3.01% | $12.97M | 0.00% | Jun 30, 2026 |
| Vanguard Real Estate Ii Index Fund | 862,696 | 0.59% | $2.32M | 0.02% | Jul 31, 2026 |
| Mid Value Fund | 805,902 | 0.55% | $3.38M | 0.25% | May 31, 2026 |
| T. Rowe Price Real Assets Fund, Inc. | 578,315 | 0.40% | $1.72M | 0.02% | Jun 30, 2026 |
| T. Rowe Price Real Estate Fund, Inc. | 469,931 | 0.32% | $1.40M | 0.21% | Jun 30, 2026 |
| Mid Value Trust | 332,037 | 0.23% | $986.15K | 0.13% | Jun 30, 2026 |
| JPMorgan BetaBuilders MSCI US REIT ETF | 256,878 | 0.18% | $1.08M | 0.09% | May 31, 2026 |
| Fidelity Real Estate Index Fund | 254,404 | 0.18% | $684.35K | 0.02% | Jul 31, 2026 |
| Invesco RAFI US 1500 Small-Mid ETF | 159,498 | 0.11% | $429.05K | 0.02% | Jul 31, 2026 |
| Fidelity MSCI Real Estate Index ETF | 136,436 | 0.09% | $367.01K | 0.02% | Jul 31, 2026 |
| Inspire Small/Mid Cap ETF | 132,656 | 0.09% | $557.16K | 0.18% | May 31, 2026 |
| Real Estate Index Portfolio | 95,567 | 0.07% | $283.83K | 0.02% | Jun 30, 2026 |
| Goldman Sachs Absolute Return Tracker Fund | 86,321 | 0.06% | $256.37K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Wesley William Powell | President and CEO, Director | 1,008,047 | 0.69% | Sep 30, 2026 |
| Lynn Stanfield | EVP and CFO | 490,215 | 0.34% | Sep 30, 2026 |
| Jennifer Johnson | EVP, CAO, and General Counsel | 366,265 | 0.25% | Sep 30, 2026 |
| Kellie Dreyer | Senior Vice President and CAO | 107,252 | 0.07% | Sep 30, 2026 |
| Jay P. Leupp | Director | 157,292 | 0.11% | Jan 30, 2025 |
| Quincy Allen | Director | 105,597 | 0.07% | Jan 30, 2025 |
| Deborah Smith | Director | 118,352 | 0.08% | Jan 30, 2025 |
| James Patrick Sullivan | Director | 67,264 | 0.05% | Jan 30, 2025 |
| Sherry L. Rexroad | Director | 75,900 | 0.05% | Jan 30, 2025 |
| R. Dary Stone | Director | 143,868 | 0.10% | Jan 30, 2025 |
| Patricia L. Gibson | Director | 153,134 | 0.11% | Jan 30, 2025 |
| Kirk Sykes | Director | 107,312 | 0.07% | Jan 30, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jennifer Johnson EVP, CAO, and General Counsel | Sep 29, 2026 | Award | +39,718 | – | – | 366,265 |
| Jennifer Johnson EVP, CAO, and General Counsel | Sep 29, 2026 | Award | +35,192 | – | – | 326,547 |
| Lynn Stanfield EVP and CFO | Sep 29, 2026 | Award | +47,861 | – | – | 488,184 |
| Lynn Stanfield EVP and CFO | Sep 29, 2026 | Award | +74,240 | – | – | 562,424 |
| Wesley William Powell President and CEO, Director | Sep 29, 2026 | Award | +165,182 | – | – | 1,007,979 |
| Wesley William Powell President and CEO, Director | Sep 29, 2026 | Award | +211,149 | – | – | 842,797 |
| Kellie Dreyer Senior Vice President and CAO | Sep 29, 2026 | Award | +7,016 | – | – | 107,252 |
| Kellie Dreyer Senior Vice President and CAO | Sep 29, 2026 | Award | +7,454 | – | – | 100,236 |
| Kellie Dreyer Senior Vice President and CAO | Aug 1, 2026 | Tax withholding | −4,953 | $2.69 | $13.32K | 92,782 |
| Jennifer Johnson EVP, CAO, and General Counsel | Apr 15, 2026 | Tax withholding | −38,497 | $4.10 | $157.84K | 291,355 |
| Wesley William Powell President and CEO, Director | Apr 15, 2026 | Tax withholding | −91,488 | $4.10 | $375.10K | 631,648 |
| Lynn Stanfield EVP and CFO | Apr 15, 2026 | Tax withholding | −54,236 | $4.10 | $222.37K | 440,323 |
| Kellie Dreyer Senior Vice President and CAO | Feb 1, 2026 | Tax withholding | −3,313 | $5.88 | $19.48K | 97,735 |
| Lynn Stanfield EVP and CFO | Feb 1, 2026 | Tax withholding | −17,649 | $5.88 | $103.78K | 494,559 |
| Jennifer Johnson EVP, CAO, and General Counsel | Feb 1, 2026 | Tax withholding | −12,977 | $5.88 | $76.30K | 329,852 |
| Wesley William Powell President and CEO, Director | Feb 1, 2026 | Tax withholding | −100,170 | $5.88 | $589.00K | 723,136 |
| Kellie Dreyer Senior Vice President and CAO | Jan 31, 2026 | Tax withholding | −603 | $5.88 | $3.55K | 101,048 |
| Lynn Stanfield EVP and CFO | Jan 31, 2026 | Tax withholding | −2,673 | $5.88 | $15.72K | 512,208 |
| Jennifer Johnson EVP, CAO, and General Counsel | Jan 31, 2026 | Tax withholding | −1,957 | $5.88 | $11.51K | 342,829 |
| Kellie Dreyer Senior Vice President and CAO | Jan 28, 2026 | Tax withholding | −539 | $5.85 | $3.15K | 101,651 |
| Kellie Dreyer Senior Vice President and CAO | Jan 28, 2026 | Award | +7,862 | – | – | 102,190 |
| Jennifer Johnson EVP, CAO, and General Counsel | Jan 28, 2026 | Tax withholding | −2,283 | $5.85 | $13.36K | 344,786 |
| Jennifer Johnson EVP, CAO, and General Counsel | Jan 28, 2026 | Award | +35,904 | – | – | 347,069 |
| Wesley William Powell President and CEO, Director | Jan 28, 2026 | Award | +215,420 | – | – | 833,875 |
| Wesley William Powell President and CEO, Director | Jan 28, 2026 | Tax withholding | −10,569 | $5.85 | $61.83K | 823,306 |
| Lynn Stanfield EVP and CFO | Jan 28, 2026 | Award | +48,829 | – | – | 519,147 |
| Lynn Stanfield EVP and CFO | Jan 28, 2026 | Tax withholding | −4,266 | $5.85 | $24.96K | 514,881 |
| Wesley William Powell President and CEO, Director | Oct 16, 2025 | Small purchase | +19 | $5.55 | $105 | 68 |
| Lynn Stanfield EVP and CFO | Oct 16, 2025 | Small purchase | +570 | $5.55 | $3.16K | 2,031 |
| Kellie Dreyer Senior Vice President and CAO | Aug 1, 2025 | Tax withholding | −2,124 | $8.41 | $17.86K | 94,328 |
| Jennifer Johnson EVP, CAO, and General Counsel | Apr 15, 2025 | Tax withholding | −38,497 | $7.70 | $296.43K | 311,165 |
| Lynn Stanfield EVP and CFO | Apr 15, 2025 | Tax withholding | −54,222 | $7.70 | $417.51K | 470,318 |
| Wesley William Powell President and CEO, Director | Apr 15, 2025 | Tax withholding | −89,814 | $7.70 | $691.57K | 618,455 |
| Kellie Dreyer Senior Vice President and CAO | Feb 20, 2025 | Award | +11,224 | – | – | 96,452 |
| Lynn Stanfield EVP and CFO | Feb 2, 2025 | Tax withholding | −30,578 | $9.04 | $276.43K | 524,540 |
| Jennifer Johnson EVP, CAO, and General Counsel | Feb 2, 2025 | Tax withholding | −18,309 | $9.04 | $165.51K | 349,662 |
| Wesley William Powell President and CEO, Director | Feb 2, 2025 | Tax withholding | −58,218 | $9.04 | $526.29K | 708,269 |
| Kellie Dreyer Senior Vice President and CAO | Feb 2, 2025 | Tax withholding | −2,639 | $9.04 | $23.86K | 85,228 |
| Lynn Stanfield EVP and CFO | Feb 1, 2025 | Tax withholding | −5,495 | $9.04 | $49.67K | 555,118 |
| Jennifer Johnson EVP, CAO, and General Counsel | Feb 1, 2025 | Tax withholding | −2,655 | $9.04 | $24.00K | 367,971 |
| Kellie Dreyer Senior Vice President and CAO | Feb 1, 2025 | Tax withholding | −602 | $9.04 | $5.44K | 87,867 |
| Lynn Stanfield EVP and CFO | Jan 31, 2025 | Small purchase | +90 | $9.00 | $810 | 1,461 |
| Wesley William Powell President and CEO, Director | Jan 31, 2025 | Small purchase | +3 | $9.00 | $27 | 49 |
| Lynn Stanfield EVP and CFO | Jan 31, 2025 | Tax withholding | −3,157 | $9.11 | $28.76K | 560,613 |
| Jennifer Johnson EVP, CAO, and General Counsel | Jan 31, 2025 | Tax withholding | −1,966 | $9.11 | $17.91K | 370,626 |
| Kellie Dreyer Senior Vice President and CAO | Jan 31, 2025 | Tax withholding | −602 | $9.11 | $5.48K | 88,469 |
| Quincy Allen Director | Jan 29, 2025 | Award | +17,150 | – | – | 105,597 |
| Deborah Smith Director | Jan 29, 2025 | Award | +24,499 | – | – | 118,352 |
| Sherry L. Rexroad Director | Jan 29, 2025 | Award | +24,499 | – | – | 75,900 |
| Patricia L. Gibson Director | Jan 29, 2025 | Award | +24,499 | – | – | 153,134 |
| James Patrick Sullivan Director | Jan 29, 2025 | Award | +24,499 | – | – | 67,264 |
| Jay P. Leupp Director | Jan 29, 2025 | Award | +24,499 | – | – | 155,279 |
| R. Dary Stone Director | Jan 29, 2025 | Award | +24,499 | – | – | 143,868 |
| Kirk Sykes Director | Jan 29, 2025 | Award | +16,333 | – | – | 107,312 |
| Wesley William Powell President and CEO, Director | Jan 28, 2025 | Award | +82,591 | – | – | 766,487 |
| Wesley William Powell President and CEO, Director | Jan 28, 2025 | Award | +120,535 | – | – | 683,896 |
| Jennifer Johnson EVP, CAO, and General Counsel | Jan 28, 2025 | Award | +43,832 | – | – | 352,733 |
| Jennifer Johnson EVP, CAO, and General Counsel | Jan 28, 2025 | Award | +19,859 | – | – | 372,592 |
| Kellie Dreyer Senior Vice President and CAO | Jan 28, 2025 | Award | +4,678 | – | – | 89,071 |
| Kellie Dreyer Senior Vice President and CAO | Jan 28, 2025 | Award | +6,508 | – | – | 84,393 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.