AG
ARI

Advisor Group’s Apollo Commercial Real Estate ARI Stock Holding History

Advisor Group’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$521K Sell
28,483
-102
-0.4% -$1.88K ﹤0.01% 1638
2019
Q3 		$547K Sell
28,585
-29,748
-51% -$561K ﹤0.01% 1551
2019
Q2 		$1.07M Buy
58,333
+1,298
+2% +$24.2K 0.01% 1094
2019
Q1 		$1.04M Sell
57,035
-6,560
-10% -$118K 0.01% 1061
2018
Q4 		$1.06M Buy
63,595
+4,109
+7% +$75.9K 0.01% 917
2018
Q3 		$1.12M Buy
59,486
+4,705
+9% +$89.8K 0.01% 909
2018
Q2 		$1M Sell
54,781
-3,111
-5% -$57K 0.01% 859
2018
Q1 		$1.04M Sell
57,892
-5,391
-9% -$98.7K 0.01% 842
2017
Q4 		$1.17M Buy
63,283
+4,601
+8% +$84.8K 0.02% 796
2017
Q3 		$1.06M Buy
58,682
+2,945
+5% +$53.3K 0.02% 760
2017
Q2 		$1.03M Buy
55,737
+20,224
+57% +$379K 0.02% 740
2017
Q1 		$668K Buy
35,513
+20,188
+132% +$359K 0.01% 906
2016
Q4 		$255K Buy
15,325
+7,250
+90% +$122K 0.01% 1393
2016
Q3 		$132K Buy
8,075
+5,854
+264% +$96.2K ﹤0.01% 1820
2016
Q2 		$35K Buy
+2,221
New +$35.7K ﹤0.01% 2666

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's ARI Position: Q4 2019 in Review

Advisor Group reduced its Apollo Commercial Real Estate (ARI) stake by 0.36% in Q4 2019, selling an estimated $1.88K and leaving 28,483 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Advisor Group first reported a position in ARI in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.17M in Q4 2017. 266 funds tracked by Wall St. Rank hold ARI as of Q4 2019.

  • Advisor Group held 28,483 shares of Apollo Commercial Real Estate worth $521K as of Q4 2019.
  • Advisor Group sold 102 Apollo Commercial Real Estate shares in Q4 2019, an estimated $1.88K.
  • Apollo Commercial Real Estate made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1638 holding.
  • Advisor Group first reported a position in Apollo Commercial Real Estate in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Apollo Commercial Real Estate position peaked at $1.17M in Q4 2017.
  • 266 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.