AIV β€” Apartment Invt & Mgmt Cl A

Ownership history in SAYBROOK CAPITAL /NC  Β·  4 quarters on record

AI Ownership Summary

SAYBROOK CAPITAL /NC reported Apartment Invt & Mgmt Cl A (AIV) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.45% in 2025 Q2. The latest visible filing shows AIV at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SAYBROOK CAPITAL /NC's position in Apartment Invt & Mgmt Cl A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AIV was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SAYBROOK CAPITAL /NC held AIV β€” position size vs. price
% of Fund (quarterly)    AIV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 183,500 β€” 0% 0.38% $1.5M 2025-10-16 $4.16
2025 Q2 ADDED 183,500 +24,000 +15.0% 0.45% $1.6M 2025-07-31 $4.52
2025 Q1 ADDED 159,500 +4,000 +2.6% 0.39% $1.4M 2025-04-23 $4.17
2024 Q4 INITIATED 155,500 β€” β€” 0.38% $1.4M 2025-02-07 $4.76

🏒 Other funds also holding AIV

As of 2026 Q1 β€” sorted by position size

Investors Research Corp 3Y 7Y 0.0% Hilltop National Bank 0.0%

FAQ About SAYBROOK CAPITAL /NC and AIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has SAYBROOK CAPITAL /NC reported owning AIV?

SAYBROOK CAPITAL /NC reported AIV across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported AIV position in SAYBROOK CAPITAL /NC's portfolio?

The largest reported portfolio weight for AIV was 0.45% in 2025 Q2.

What is the latest reported AIV position on this page?

The most recent filing on this page is 2025 Q3, when SAYBROOK CAPITAL /NC reported 183,500 shares, equal to 0.38% of portfolio, with an estimated market value of $1.5M.

What does the chart on this AIV ownership page compare?

The chart compares SAYBROOK CAPITAL /NC's quarterly AIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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