AIV — Apartment Invt & Mgmt Co Institutional Holders · Q3 2026
Who owns Apartment Invt & Mgmt Co (AIV)? 5 institutions reported holding $29,501 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Valeo Financial Advisors, LLC ($21,342), Marquette Asset Management, LLC ($6,043), Farther Finance Advisors, LLC ($1,136).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Valeo Financial Advisors, LLC | $21,342 | 10,779 | New |
| 2 | Marquette Asset Management, LLC | $6,043 | 3,052 | New |
| 3 | Farther Finance Advisors, LLC | $1,136 | 574 | Added |
| 4 | Investors Research Corp | $980 | 495 | Hold |
| 5 | Versant Capital Management, Inc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30