Vanguard Portfolio Management holds 8.60M AIV shares (5.97%) — AIV
Rhea-AI Filing Summary
Apartment Investment and Management Co: Vanguard Portfolio Management reports beneficial ownership of 8,595,664 shares of Common Stock, representing 5.97% of the class as of 03/31/2026. The filing shows sole dispositive power over these shares and no sole or shared voting power. The filing was signed on 04/28/2026.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 8,595,664 shares
Percent of class: 5.97%
Reporting date / signature: 03/31/2026 / 04/28/2026
3 metrics
Shares beneficially owned
8,595,664 shares
Amount reported in Schedule 13G
Percent of class
5.97%
Ownership percentage as of 03/31/2026
Reporting date / signature
03/31/2026 / 04/28/2026
Record date for ownership and filing signature date
Key Terms
Schedule 13G, sole dispositive power, beneficial ownership
3 terms
Schedule 13G regulatory
"Item 1. | (a) | Name of issuer: Apartment Investment and Management Co"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
sole dispositive power financial
"(iii) Sole power to dispose or to direct the disposition of: 8595664"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
beneficial ownership regulatory
"Item 4. | Ownership (a) | Amount beneficially owned: 8595664"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What voting and dispositive powers does Vanguard report for AIV (AIV)?
The filing states Vanguard has 0 shares of sole or shared voting power and 8,595,664 shares of sole dispositive power. In other words, it reports the ability to direct disposition, but not to vote the shares.
As of what date is the AIV ownership percentage reported?
The ownership percentage is reported as of 03/31/2026. The Schedule 13G lists the 5.97% figure tied to that date and the filing bears a signature date of 04/28/2026.
Does the filing identify any other person with >5% interest in AIV holdings?
No other person is identified as having an interest exceeding 5%. The filing states no one else known to the filer has the right to receive dividends or sale proceeds representing more than 5% of the class.
Who signed the Schedule 13G for Vanguard in the AIV filing?
The filing is signed by Ashley Grim, whose title is Head of Global Fund Administration. The signature date shown on the filing is 04/28/2026.