Welcome to our dedicated page for Apartment Invt & Mgmt Co SEC filings (Ticker: AIV), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for Apartment Investment and Management Company ("Aimco") (NYSE: AIV) provides access to the company’s official regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Aimco operates in the Finance and Insurance sector within the "Other Financial Vehicles" industry and has described itself as a diversified real estate company focused on value add and opportunistic investments in the U.S. multifamily sector.
Through its SEC filings, Aimco reports material events, transaction details, and corporate decisions that are central to understanding the AIV investment case. Recent Form 8-K filings describe agreements to sell major real estate portfolios, including a suburban Boston apartment portfolio, a Chicago apartment portfolio, and the Brickell Assemblage in Miami, Florida, as well as agreements to sell additional multifamily properties in Plantation, Florida and Nashville, Tennessee. These filings outline purchase prices, expected and actual net proceeds after debt, taxes, and transaction costs, and the company’s stated intention to distribute the majority of net proceeds to shareholders.
A particularly important filing is the November 10, 2025 Form 8-K, in which Aimco’s Board of Directors approved a Plan of Sale and Liquidation, subject to shareholder approval. That document explains that the plan provides for the company’s complete liquidation and dissolution, authorizes the sale or other disposition of assets, and describes how liabilities will be addressed and remaining assets distributed. Subsequent filings and the definitive proxy statement add further detail on the proposed liquidation process and the special stockholder meeting to approve it.
On this page, users can review Aimco’s current and historical 8-Ks and related exhibits, along with other SEC reports as they become available. AI-powered tools can help summarize key points from lengthy filings, highlight information about asset dispositions, liquidation mechanics, and stated distribution intentions, and make it easier to follow how Aimco’s regulatory disclosures reflect its transition from an operating real estate platform toward an orderly wind-down and liquidation, as described in its public documents.
Apartment Investment & Management Company executive reports share dispositions. Senior Vice President and CAO Kellie Dreyer reported two dispositions of Class A Common Stock of the issuer. On 01/31/2026, 603 shares were disposed of at $5.88 per share, leaving 101,048 shares directly owned. On 02/01/2026, 3,313 shares were disposed of at $5.88 per share, leaving 97,735 shares directly owned.
Apartment Investment and Management Company (Aimco) filed an 8‑K providing supplemental information about its previously approved Plan of Sale and Liquidation. The company explains its engagement of Morgan Stanley as lead financial advisor for potential sale or liquidation transactions involving all or substantially all assets.
Aimco describes Morgan Stanley’s fee structure, including quarterly advisory fees, potential transaction-based fees and reimbursed expenses, and notes that Morgan Stanley has received approximately $5.55 million in aggregate fees related to the sale process and resulting plan of liquidation. Morgan Stanley did not provide a fairness opinion but reviewed management’s methodology for estimating total liquidating distributions.
The filing also reiterates that the proposed plan of sale and liquidation is subject to shareholder voting under a previously distributed proxy statement, and includes standard information on where investors can access that proxy and other related SEC filings, plus customary forward-looking statement cautions.
Apartment Investment & Management Company’s President and CEO Wesley W. Powell reported several equity-related transactions in Class A common stock. On January 28, 2026, he acquired 215,420 shares through a stock award tied to 2023 long-term incentive compensation, based on total shareholder return versus specified indices.
Also on January 28, 2026, 10,569 shares were withheld at $5.85 per share, typically for tax purposes, leaving him with 823,306 directly held shares. A prior transaction on October 16, 2025 shows 19 shares acquired at $5.55, bringing his 401(k) plan holdings to 68 shares. The stock award is scheduled to vest 100% on February 1, 2026.
Apartment Investment & Management Company’s EVP and CFO, Lynn Stanfield, reported several equity transactions in Class A common stock. On January 28, 2026, Stanfield received a stock award of 48,829 shares, granted as part of 2023 long-term incentive compensation tied to total shareholder return versus specified indices. These shares vest 100% on February 1, 2026.
Also on January 28, 2026, 4,266 shares were withheld at $5.85 per share (transaction code F), typically for tax purposes, leaving 514,881 Class A shares held directly. Separately, a prior transaction on October 16, 2025 added 570 shares at $5.55 to a 401(k) plan, bringing 2,031 shares held indirectly through that plan.
Apartment Investment & Management executive reports equity grant and tax withholding. EVP, CAO and General Counsel Jennifer Johnson reported receiving 35,904 shares of Class A common stock on January 28, 2026 as a stock award tied to 2023 long-term incentive compensation. The award was approved by the Compensation and Human Resources Committee and was based on total shareholder return performance compared to specified indices. The filing also shows 2,283 shares withheld at a price of $5.85 per share to cover taxes, a routine “F” code transaction. After these transactions, Johnson directly owns 344,786 Class A common shares. The granted shares vest 100% on February 1, 2026, meaning she must remain eligible through that date to receive the full benefit.
Apartment Investment & Management Company executive Kellie Dreyer reported equity compensation and related share withholding. On January 28, 2026, she received 7,862 shares of Class A common stock as a stock award tied to 2023 long-term incentive compensation, granted at no cash cost to her.
The award was contingent on meeting total shareholder return criteria versus specified indices and is scheduled to vest 100% on February 1, 2026. On the same date, 539 shares were withheld at $5.85 per share, typically for tax obligations, leaving her with 101,651 Class A shares held directly after the transactions.
Apartment Investment and Management Company (Aimco) is asking stockholders to approve a Plan of Sale and Liquidation at a special meeting on February 6, 2026. The Board unanimously determined the plan is advisable, fair and in the best interests of stockholders and recommends voting FOR the liquidation, an advisory executive compensation proposal and a potential adjournment proposal.
If the liquidation is approved, Aimco plans to sell its remaining real estate assets, including properties already under contract such as the Chicago, IL portfolio, Hillmeade and Plantation Gardens, repay liabilities, and distribute net proceeds and cash on hand to stockholders. Management currently estimates total liquidating distributions of $5.75–$7.10 per common share, which, when combined with $2.83 per share of special dividends paid in 2025, implies a total estimated return of $8.58–$9.93 per share, though the actual timing and amounts may differ.
The plan contemplates a complete wind-down of Aimco, potential use of a liquidating trust, delisting from the NYSE, deregistration of the common shares and OP units, cancellation of all shares and eventual dissolution under Maryland law. The proxy statement details significant risks, including uncertainty around sale prices, timing, taxes, ongoing public company costs if liquidation is not completed, and potential liability exposure if reserves prove insufficient.
Apartment Investment and Management Company (Aimco) disclosed a new compensation arrangement for Chief Executive Officer Wesley Powell tied to its previously approved Plan of Sale and Liquidation. On December 26, 2025, affiliate Aimco Development Company, LLC agreed to pay Mr. Powell an accelerated estimated 2025 cash bonus of $1,470,000 and a retention award of $5,250,000, both in cash by December 31, 2025. The retention award replaces his prior cash severance rights and is designed in part to address potential tax impacts under Sections 280G and 4999 of the Internal Revenue Code.
Mr. Powell must repay these amounts on an after-tax basis if he resigns or is terminated for cause within specified periods tied to when his 2025 bonus would normally be paid and to the completion or failure of the Plan of Sale and Liquidation. If he does not satisfy a repayment obligation, Aimco may offset it by canceling vested shares of Aimco common stock he holds. Retention of the award after qualifying terminations also requires Mr. Powell to sign and not revoke a release in favor of Aimco.
Apartment Investment and Management Company (Aimco) completed the sale of its Brickell Assemblage properties in Miami for total consideration of $520 million. The purchaser financed $85 million of the price with seller financing notes from Aimco that run for 24 months, carry compounding interest starting at 12% and rising to 16% after twelve months, include 3% exit fees, and allow two one-year renewals with interest increasing to 20% and 24%.
Aimco reports initial net proceeds of approximately $220 million after property-level debt, deferred tax liability, transaction costs, and excluding the seller financing notes. Aimco has previously stated it plans to monetize these notes and now indicates it intends to distribute the majority of net proceeds to shareholders. Separately, Aimco subsidiaries agreed to sell two properties totaling 660 apartment homes in Florida and Tennessee for $155 million, with a non-refundable $5 million deposit and closing targeted for the first quarter of 2026, subject to mortgage loan assumption approvals.
Apartment Investment and Management Company agreed to sell a portfolio of seven apartment properties with 1,495 units in the Chicago market to LaTerra Capital Management for a gross price of $455 million.
The buyer has completed due diligence and will provide a non-refundable deposit totaling $20 million by January 15, 2026, with closing scheduled for the first quarter of 2026, subject to assumption of the in-place mortgage loans.
Net proceeds after property-level debt and transaction costs are expected to be approximately $160 million, and Aimco plans to distribute the majority of these proceeds to shareholders if the transaction closes as planned.