undamentalytics Newsletter

Apartment Investment & Management Co: which funds bought and sold

Institutions that bought and sold Apartment Investment & Management shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 58 institutions that filed 13F reports for both quarters added to or opened positions in Apartment Investment & Management, and 94 cut or closed them. Together they added a net 1.3M shares, +1.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 9.6M shares (+19.3%); index fund managers were net sellers of 1.8M shares (−10.2%). 17 opened a new position and 41 sold out entirely.

Bought, Q2 2026 58 institutions, 17 of them new holders Sold, Q2 2026 94 institutions, 41 of them sold out
Net change, all compared +1.3M shares (+1.1%)
Net change, active managers +9.6M shares (+19.3%), 11 bought, 20 sold

Buyers versus sellers

institutions compared, 193
Active managers and hedge funds 11 bought · 20 sold · +9.6M
Index fund managers 5 bought · 2 sold · −1.8M
Other institutions 42 bought · 72 sold · −6.5M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Mangrove Partners Im, LLC Hedge fund +4.5M New position 4.5M $13.2M
Two Sigma Investments, LP Hedge fund +3.9M +487.5% 4.7M $14M
Owl Creek Asset Management, L.P. Hedge fund +2.9M +96.1% 5.9M $17.6M
Qube Research & Technologies Ltd Hedge fund +1.4M +80.5% 3.2M $9.5M
LPL Financial LLC +1.1M +218.8% 1.6M $4.9M
Blackrock, Inc. Index funds +904K +30.7% 3.8M $11.4M
Tudor Investment Corp Et Al Hedge fund +693K +151.8% 1.1M $3.4M
683 Capital Management, LLC Hedge fund +650K +44.8% 2.1M $6.2M
Bulldog Investors, LLP +500K New position 500K $1.5M
Cantor Fitzgerald, L. P. +500K +125.0% 900K $2.7M
Citadel Advisors LLC Hedge fund +385K +85.4% 835K $2.5M
Thompson Siegel & Walmsley LLC +337K +14.2% 2.7M $8M
Summittx Capital, L.P. +296K +14.7% 2.3M $6.9M
Dld Asset Management, LP +207K +19.3% 1.3M $3.8M
State Street Corp Index funds +185K +34.5% 721K $2.1M
HSBC Holdings PLC +173K +57.8% 473K $1.4M
Evergreen Capital Management LLC +153K New position 153K $453,178
Gsa Capital Partners LLP +146K +36.9% 542K $1.6M
Inspire Investing, LLC +100K +78.9% 227K $674,334
Engineers Gate Manager LP Hedge fund +84K +67.2% 208K $618,693

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Irenic Capital Management LP Hedge fund −3.6M −72.2% 1.4M $4.2M
Vanguard Portfolio Management LLC Index funds −2.7M −31.6% 5.9M $17.5M
HRT Financial LP −1.6M −61.0% 1.0M $3.1M
Western Standard LLC −1.6M Sold out 0 —
Jane Street Group, LLC −1.3M −60.2% 834K $2.5M
Dimensional Fund Advisors LP −931K Sold out 0 —
UBS Group AG −767K −89.3% 92K $272,040
Landmark Investment Partners, L.P. −574K −22.5% 2.0M $5.1M
OP Asset Management Ltd −425K −84.1% 81K $239,275
Goldman Sachs Group Inc −386K −48.7% 406K $1.2M
Citigroup Inc −377K −85.7% 63K $187,781
Man Group PLC Hedge fund −347K Sold out 0 —
Raymond James Financial Inc −327K Sold out 0 —
Xtx Topco Ltd −257K −76.0% 81K $241,185
Millennium Management LLC Hedge fund −241K −47.2% 270K $800,852
Squarepoint Ops LLC Hedge fund −199K −58.6% 140K $416,973
Gabelli Funds LLC Active manager −196K −46.4% 226K $671,282
Vanguard Capital Management LLC Index funds −187K −4.0% 4.5M $13.4M
Campbell & Co Investment Adviser LLC −187K Sold out 0 —
Bank Of America Corp −163K −77.1% 49K $144,135

New positions

largest by value
InstitutionSharesValue June 30, 2026
Mangrove Partners Im, LLCHedge fund 4.5M $13.2M
Bulldog Investors, LLP 500K $1.5M
Evergreen Capital Management LLC 153K $453,178
Jain Global LLCHedge fund 82K $243,383
Quantbot Technologies LPHedge fund 36K $107,413
Macquarie Group Ltd 32K $94,280
Exoduspoint Capital Management, LPHedge fund 22K $64,639
Diversified Trust Co 21K $61,473
Stonex Group Inc. 11K $32,611
Integrated Wealth Concepts LLC 8,604 $25,554

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Western Standard LLC 1.6M $6.6M
Dimensional Fund Advisors LP 931K $3.8M
Man Group PLCHedge fund 347K $1.4M
Raymond James Financial Inc 327K $1.3M
Campbell & Co Investment Adviser LLC 187K $760,243
Fifth Lane Capital, LP 140K $569,800
Diametric Capital, LP 100K $407,000
Rangeley Capital, LLC 90K $366,300
Point72 Asset Management, L.P.Hedge fund 76K $310,875
Empirical Asset Management, LLC 73K $295,877

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
154
Ten largest holders
65.4%
of 13F-reported shares
Index fund managers
12.9%
of 13F-reported shares
Active managers and hedge funds
48.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 11 20 4 9 +9.6M +19.3%
Index fund managers 5 2 0 0 −1.8M −10.2%
Other institutions 42 72 13 32 −6.5M −12.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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