Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

APARTMENT INVT & MGMT CO (AIV)

210 + Investors. Track Smart Money conviction in AIV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — AIV

Based on 202 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AIV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
202 hedge funds hold AIV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

121 buying103 selling
Last quarter: 121 funds bought or added vs 103 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~47 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 40 → 25 → 43 → 47. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
126 out of 202 hedge funds have held AIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -5%, value -30%

Value
-29%
Shares
-5%
Last quarter: funds added -5% more shares while total portfolio value only changed -30%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

28 → 40 → 25 → 43 → 47 new funds/Q
New funds entering each quarter: 40 → 25 → 43 → 47. A growing number of institutions are discovering AIV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 10% 1-2yr ■ 22% new
Of 210 current holders: 144 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
33 of 202 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AIV

In 2025 Q4, 121 hedge funds were net buyers of AIV (47 opened a new position, 74 added to an existing one), while 103 reduced or exited (57 trimmed, 46 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 38% of total institutional value in AIV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 202.

Hedge Fund Ownership: AIV

How many hedge funds hold AIV — quarterly history vs. share price
Quarterly hedge fund ownership of AIV vs. share price

Market Analysis: AIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AIV

Real Estate REIT - Residential

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 2 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: AIV
2026 Q1 Stats Unlock in 7 days 210 + Investors

Track Smart Money conviction in AIV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 210 212 -0.94%
13F Shares 129M 136M -5.31%
Total Value $662M $944M -29.94%
New Positions 47 46 +1
Increased Positions 83 84 -1
Closed Positions 47 40 +7
Reduced Positions 72 59 +13
Total Calls 5 7 -28.57%
Total Puts 4 5 -20.0%
PUT/CALL Ratio 0.8 0.71 Neutral

Statistics: AIV

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

210 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AIV. Verified SEC 13F-HR filings.

Top 25 institutional holders of AIV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Western Standard LLC 3.48% 1,626,624 $6.6M
2 Trium Capital LLP 0.46% 161,593 $658K
3 Beverly Hills Private Wealth, LLC 0.34% 497,058 $2.0M
4 CALDWELL SUTTER CAPITAL, INC. 0.17% 105,358 $429K
5 THOMPSON SIEGEL & WALMSLEY LLC 0.17% 2,365,568 $10K
6 T3 Companies, LLC 0.16% 30,000 $122K
7 Avise Financial Cooperative, Inc. 0.13% 37,397 $152K
8 GSA CAPITAL PARTNERS LLP 0.10% 395,569 $2K
9 Empirical Asset Management, LLC 0.08% 72,697 $296K
10 Sage Investment Counsel LLC 0.07% 15,000 $61K
11 Inspire Investing, LLC 0.04% 126,903 $516K
12 DELTEC ASSET MANAGEMENT LLC 0.04% 54,257 $221K
13 DOHENY ASSET MANAGEMENT /CA 0.03% 13,000 —
14 Brooklyn Investment Group 0.03% 242,816 $988K
15 AlphaQuest LLC 0.03% 89,911 $534K
16 GFS Advisors, LLC 0.03% 405 $218K
17 Bleakley Financial Group, LLC 0.03% 425,017 $1.7M
18 OP Asset Management Ltd 0.03% 505,237 $2.4M
19 Alberta Investment Management Corp 0.02% 850,000 $3.5M
20 Clear Harbor Asset Management, LLC 0.01% 42,900 $175K
21 DGS Capital Management, LLC 0.01% 16,196 $66K
22 FNY Investment Advisers, LLC 0.01% 4,000 —
23 Resonant Capital Advisors, LLC 0.01% 30,127 $123K
24 Lee Financial Co 0.01% 10,000 $41K
25 Y-Intercept (Hong Kong) Ltd 0.00% 46,889 $191K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — APARTMENT INVT & MGMT CO (AIV)

What does the Smart Money Trend signal show for AIV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AIV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AIV?

Slight buying edge — 54% buying: Last quarter: 121 funds bought or added vs 103 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AIV holders?

Strong quality — 38% AUM from major funds: 33 of 202 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AIV?

62% of holders stayed for 2+ years: 126 out of 202 hedge funds have held AIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.