AVIV REIT, INC.

AVIV

$79.47+0.73 (+0.93% today)

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

AVIV REIT, INC. price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+17.2%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
American Century Companies Inc	7.63%	$286M	0.13%	Not reported
Bank of America Corp	1.79%	$67.1M	0.00%	Not reported
IAG Wealth Partners, LLC	1.39%	$52.1M	5.16%	Add 15.95%
Northwestern Mutual Wealth Management Co	1.23%	$46.2M	0.02%	Not reported
Jones Financial Companies LLLP	0.95%	$35.5M	0.01%	Not reported
Savant Capital, LLC	0.78%	$29.1M	0.09%	Not reported
LPL Financial LLC	0.73%	$27.4M	0.01%	Not reported
Allegiance Financial Group Advisory Services LLC	0.68%	$25.4M	4.40%	Add 8.14%
B&D White Capital Company, LLC	0.63%	$23.7M	2.36%	Reduce 14.90%
Linscomb Wealth, Inc.	0.61%	$23M	1.00%	Add 15.28%
FAS Wealth Partners, Inc.	0.50%	$18.6M	0.97%	Reduce 1.36%
Global Strategic Investment Solutions, LLC	0.49%	$18.5M	1.64%	Add 3.28%
Foundry Financial Group, Inc.	0.46%	$17.2M	7.44%	Add 1.72%
Websterrogers Financial Advisors, LLC	0.44%	$16.4M	4.19%	Add 2.08%
Clear Creek Financial Management, LLC	0.41%	$15.2M	0.98%	New Not reported
Mercer Global Advisors Inc	0.36%	$13.4M	0.02%	Not reported
Focus Partners Advisor Solutions, LLC	0.36%	$13.4M	0.11%	Add 35.52%
Austin Wealth Management, LLC	0.34%	$13M	2.74%	Add 2.89%
Symmetry Partners, LLC	0.32%	$12.2M	0.62%	Add 10.33%
Financial Management Network Inc	0.31%	$12M	1.72%	Add 6.95%
Northland Capital Management LLC	0.26%	$9.75M	5.26%	Add 5.53%
Nwam LLC	0.26%	$9.73M	0.49%	Add 1.69%
Wright Wealth LLC	0.26%	$9.68M	5.81%	Add 4.02%
Golden Bell Financial Planning LLC	0.25%	$9.31M	6.84%	Add 1.23%
Beaird Harris Wealth Management, LLC	0.24%	$8.89M	0.56%	Reduce 0.41%
Wealth Enhancement Advisory Services, LLC	0.23%	$8.93M	0.01%	Not reported
Fonville Wealth Management LLC	0.23%	$8.46M	1.38%	Add 1.65%
Bayshore Asset Management, LLC	0.22%	$8.18M	2.92%	Reduce 5.23%
Paladin Advisory Group, LLC	0.21%	$7.83M	5.20%	Add 0.67%
Envestnet Asset Management Inc	0.21%	$7.77M	0.00%	Not reported
Kilner Capital Advisors, LLC	0.20%	$7.78M	6.67%	Reduce 1.00%
Tortoise Investment Management, LLC	0.20%	$7.38M	0.55%	Not reported
ATLas Financial Planning LLC	0.19%	$7.2M	5.84%	Not reported
Focus Partners Wealth	0.19%	$7.08M	0.01%	Not reported
Jane Street Group, LLC	0.19%	$6.97M	0.00%	Not reported
Brickley Wealth Management	0.18%	$6.94M	1.00%	New Not reported
Cornerstone Wealth Partners, LLC	0.18%	$6.77M	3.15%	Add 13.12%
Harbor Group, Inc.	0.18%	$6.58M	0.77%	Add 22.56%
Chicago Partners Investment Group LLC	0.17%	$6.4M	0.13%	Not reported
Avidian Wealth Enterprises, LLC	0.17%	$6.26M	0.17%	Reduce 1.45%
Navigoe, LLC	0.16%	$6.01M	3.14%	Add 5.73%
Haven Private, LLC	0.16%	$5.9M	2.24%	Add 7.52%
Ducere Wealth Management LLC	0.16%	$5.89M	1.77%	Not reported
Factor Wealth Management LTD	0.15%	$5.63M	0.85%	Reduce 10.11%
Telos Capital Management, Inc.	0.15%	$5.63M	0.50%	Add 1.32%
Collective Family Office LLC	0.14%	$5.38M	1.10%	Add 0.44%
Wealth Management Nebraska	0.14%	$5.27M	0.47%	Reduce 6.56%
AQR Capital Management LLC	0.14%	$5.26M	0.00%	Not reported
Private Wealth Asset Management, LLC	0.14%	$5.26M	0.51%	Add 15.65%
Satovsky Asset Management LLC	0.14%	$5.17M	0.82%	Add 40.18%

50 of 187 holders

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