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

Advisor Partners’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
2022 Q2	$261K	Buy	25,030 +3,054	+14%	+$37.5K	0.02%	688
2022 Q1	$306K	Buy	21,976 +248	+1%	+$3.34K	0.02%	667
2021 Q4	$286K	Buy	21,728 +323	+2%	+$4.67K	0.02%	683
2021 Q3	$317K	Sell	21,405 -1,329	-6%	-$20.3K	0.02%	630
2021 Q2	$363K	Hold	22,734	–	–	0.02%	596
2021 Q1	$318K	Buy	22,734 +1,612	+8%	+$20.7K	0.02%	611
2020 Q4	$236K	Sell	21,122 -631	-3%	-$6.47K	0.02%	656
2020 Q3	$196K	Sell	21,753 -341	-2%	-$3.14K	0.02%	629
2020 Q2	$217K	Sell	22,094 -1,547	-7%	-$13.1K	0.02%	609
2020 Q1	$175K	Buy	+23,641	New	+$369K	0.02%	557

Other funds holding ARI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advisor Partners's ARI Position: Q2 2022 in Review

Advisor Partners increased its Apollo Commercial Real Estate (ARI) stake by 14% in Q2 2022, buying an estimated $37.5K and bringing the position to 25,030 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #688.

Advisor Partners first reported a position in ARI in Q1 2020 and has held it in 10 quarters since. The position peaked at $363K in Q2 2021. 232 funds tracked by Wall St. Rank hold ARI as of Q2 2022.

Advisor Partners held 25,030 shares of Apollo Commercial Real Estate worth $261K as of Q2 2022.
Advisor Partners bought 3,054 Apollo Commercial Real Estate shares in Q2 2022, an estimated $37.5K.
Apollo Commercial Real Estate made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #688 holding.
Advisor Partners first reported a position in Apollo Commercial Real Estate in Q1 2020 and has held it in 10 quarters since.
Advisor Partners's Apollo Commercial Real Estate position peaked at $363K in Q2 2021.
232 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.