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Advisors Capital Management’s Apollo Commercial Real Estate ARI Stock Holding History

Advisors Capital Management’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
2024
Q4 		– Sell
-11,000
Closed -$101K – 508
2024
Q3 		$101K Sell
11,000
-15
-0.1% -$153 ﹤0.01% 489
2024
Q2 		$108K Hold
11,015
– – ﹤0.01% 477
2024
Q1 		$123K Hold
11,015
– – ﹤0.01% 461
2023
Q4 		$129K Sell
11,015
-170
-2% -$1.82K ﹤0.01% 455
2023
Q3 		$113K Buy
11,185
+185
+2% +$2.01K ﹤0.01% 396
2023
Q2 		$125K Hold
11,000
– – ﹤0.01% 417
2023
Q1 		$102K Sell
11,000
-286
-3% -$3.17K ﹤0.01% 423
2022
Q4 		$121K Buy
11,286
+166
+1% +$1.81K ﹤0.01% 434
2022
Q3 		$133K Sell
11,120
-372
-3% -$4.27K ﹤0.01% 447
2022
Q2 		$120K Buy
11,492
+392
+4% +$4.81K ﹤0.01% 427
2022
Q1 		$155K Buy
+11,100
New +$149K ﹤0.01% 421
2021
Q2 		– Sell
-11,100
Closed -$155K – 382
2021
Q1 		$155K Hold
11,100
– – 0.01% 358
2020
Q4 		$123K Hold
11,100
– – ﹤0.01% 340
2020
Q3 		$101K Buy
+11,100
New +$102K ﹤0.01% 298
2020
Q2 		– Sell
-18,875
Closed -$140K – 296
2020
Q1 		$140K Sell
18,875
-77,400
-80% -$1.21M 0.01% 271
2019
Q4 		$1.76M Buy
+96,275
New +$1.78M 0.08% 186

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisors Capital Management's ARI Position: Q4 2024 in Review

Advisors Capital Management sold out of Apollo Commercial Real Estate (ARI) in Q4 2024, closing a stake of 11,000 shares — an estimated $101K sold.

Advisors Capital Management first reported a position in ARI in Q4 2019 and held it in 16 quarters. The position peaked at $1.76M in Q4 2019. 239 funds tracked by Wall St. Rank hold ARI as of Q4 2024.

  • Advisors Capital Management reported no remaining Apollo Commercial Real Estate position as of Q4 2024 after selling out during the quarter.
  • Advisors Capital Management sold 11,000 Apollo Commercial Real Estate shares in Q4 2024, an estimated $101K.
  • Advisors Capital Management first reported a position in Apollo Commercial Real Estate in Q4 2019 and held it in 16 quarters.
  • Advisors Capital Management's Apollo Commercial Real Estate position peaked at $1.76M in Q4 2019.
  • 239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2024.

Based on Advisors Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.