AA
ARI

ALPS Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

ALPS Advisors’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
Q1 		– Sell
-33,996
Closed -$399K – 979
2023
Q4 		$399K Sell
33,996
-2,164
-6% -$23.2K ﹤0.01% 673
2023
Q3 		$366K Buy
+36,160
New +$394K ﹤0.01% 640
2016
Q1 		– Sell
-30,436
Closed -$524K – 646
2015
Q4 		$524K Hold
30,436
– – 0.01% 380
2015
Q3 		$4.78K Sell
30,436
-757
-2% -$12.6K 0.01% 490
2015
Q2 		$513K Buy
31,193
+485
+2% +$8.33K ﹤0.01% 475
2015
Q1 		$528K Sell
30,708
-1,326
-4% -$22.3K ﹤0.01% 400
2014
Q4 		$524K Sell
32,034
-4,280
-12% -$70.2K ﹤0.01% 434
2014
Q3 		$570K Buy
36,314
+582
+2% +$9.63K ﹤0.01% 437
2014
Q2 		$589K Buy
35,732
+908
+3% +$15.2K 0.01% 405
2014
Q1 		$579K Buy
34,824
+3,653
+12% +$60.8K 0.01% 376
2013
Q4 		$524K Buy
31,171
+15,143
+94% +$246K 0.01% 324
2013
Q3 		$245K Buy
+16,028
New +$250K ﹤0.01% 506

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ALPS Advisors's ARI Position: Q1 2024 in Review

ALPS Advisors sold out of Apollo Commercial Real Estate (ARI) in Q1 2024, closing a stake of 33,996 shares — an estimated $399K sold.

ALPS Advisors first reported a position in ARI in Q3 2013 and held it in 12 quarters. The position peaked at $589K in Q2 2014. 239 funds tracked by Wall St. Rank hold ARI as of Q1 2024.

  • ALPS Advisors reported no remaining Apollo Commercial Real Estate position as of Q1 2024 after selling out during the quarter.
  • ALPS Advisors sold 33,996 Apollo Commercial Real Estate shares in Q1 2024, an estimated $399K.
  • ALPS Advisors first reported a position in Apollo Commercial Real Estate in Q3 2013 and held it in 12 quarters.
  • ALPS Advisors's Apollo Commercial Real Estate position peaked at $589K in Q2 2014.
  • 239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2024.

Based on ALPS Advisors's 13F filing for Q1 2024, filed 14 May 2024.