Largest disclosed lower bound
Patrick J. Toomey · $1.0K–$15.0K
BUY · traded 2020-11-30 → filed 2020-12-29. Ranked over every AIV row by the provable lower bound, never a point estimate.
Public record / Tickers / AIV
AIV — APARTMENT INVESTMENT & MANAGEMENT CO†
Both disclosure regimes on one name: who in Congress filed about AIV, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.
- Congress txns
- 3
- all PTR rows naming AIV
- Members · 12m
- 0
- 0 buys · 0 sells · by trade date
- Latest PTR
- 12-29
- filed 2020-12-29
- 13F holders
- 201
- top-201 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart
Congress · trailing 12 months
No member disclosed AIV in the trailing 12 months
Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.
Late filings
2 rows filed past the 45-day window
Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.
Congress · disclosure timeline
TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUNDNo dated AIV rows fall inside the trailing 24 months by trade date.
Trade date, not filing date — the lag lives in the table below. 0 rows placed.
PLANNED institutional holder flow by quarter
Congressional disclosures
ALL PTR ROWS NAMING AIV · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗| Filed | Member | Side · Owner | Traded · Lag | Amount | Range · Flags | Src |
|---|---|---|---|---|---|---|
| 2020-12-29 | Patrick J. Toomey R–PA | BUY | Traded 11-30 +29d | $1K–$15K | ||
| 2020-04-27 | Donna E. Shalala D–FL-27 | SELL | Traded 2019-06-24 LATE·308d | $1K–$15K | ||
| 2020-04-27 | Donna E. Shalala D–FL-27 | BUY | Traded 2019-04-03 LATE·390d | $1K–$15K |
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗
Members active in AIV
12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01No member disclosed AIV in the trailing 12 months.
Congress ↔ notable managers · AIV
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 0 — —
- Sellers
- 0 — —
filed 2026-07-03 → 2026-10-01 · totals are statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 1 Caxton Associates $78.7K held
- Trimming
- 0 — $0 held
NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · APARTMENT INVT & MGMT CO
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-05-14 | Caxton Associates 13F | NEW | +19,330 sh |
1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade
Institutional holders · 13F · Quarter ended 2026-03-31 · longs only
Every one of the 139 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.
Do the two regimes agree?
TRAILING 12M · CONGRESS vs FILERS NETCongress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build
The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.
Signals on AIV
RETAINED WINDOW · ACTIVE HITSZero hits on AIV in the retained window — a computed answer over every rule, not missing coverage.
Planned modules for AIV · financials and macro
Financials — as filed PLANNED
AIV's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: AIV on EDGAR ↗
Macro context PLANNED
Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.
† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing