AG
ARI

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

Aperio 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
2020
Q4 		$1.34M Buy
120,407
+408
+0.3% +$4.18K ﹤0.01% 1434
2020
Q3 		$1.08M Sell
119,999
-12,128
-9% -$112K ﹤0.01% 1409
2020
Q2 		$1.3M Sell
132,127
-34,592
-21% -$294K ﹤0.01% 1300
2020
Q1 		$1.24M Buy
166,719
+65,347
+64% +$1.02M 0.01% 1217
2019
Q4 		$1.85M Sell
101,372
-30,587
-23% -$565K 0.01% 1121
2019
Q3 		$2.53M Buy
131,959
+6,062
+5% +$114K 0.01% 959
2019
Q2 		$2.31M Buy
125,897
+49,089
+64% +$914K 0.01% 991
2019
Q1 		$1.4M Sell
76,808
-25,420
-25% -$458K 0.01% 1194
2018
Q4 		$1.7M Buy
102,228
+14,333
+16% +$265K 0.01% 1057
2018
Q3 		$1.66M Buy
87,895
+5,332
+6% +$102K 0.01% 1135
2018
Q2 		$1.51M Sell
82,563
-743
-0.9% -$13.6K 0.01% 1161
2018
Q1 		$1.5M Buy
83,306
+3,897
+5% +$71.3K 0.01% 1119
2017
Q4 		$1.47M Buy
79,409
+4,609
+6% +$85K 0.01% 1121
2017
Q3 		$1.35M Sell
74,800
-8,729
-10% -$158K 0.01% 1113
2017
Q2 		$1.55M Buy
83,529
+2,748
+3% +$51.5K 0.01% 1006
2017
Q1 		$1.52M Buy
80,781
+5,891
+8% +$105K 0.01% 970
2016
Q4 		$1.25M Sell
74,890
-193,771
-72% -$3.25M 0.01% 1025
2016
Q3 		$4.4M Buy
268,661
+6,349
+2% +$104K 0.03% 578
2016
Q2 		$4.21M Sell
262,312
-52,112
-17% -$837K 0.03% 561
2016
Q1 		$5.13M Buy
314,424
+2,263
+0.7% +$36.4K 0.04% 471
2015
Q4 		$5.38M Sell
312,161
-19,661
-6% -$335K 0.05% 434
2015
Q3 		$5.21M Sell
331,822
-19,038
-5% -$317K 0.05% 413
2015
Q2 		$5.76M Sell
350,860
-64,401
-16% -$1.11M 0.06% 374
2015
Q1 		$7.13M Sell
415,261
-29,775
-7% -$501K 0.08% 310
2014
Q4 		$7.28M Buy
445,036
+138,308
+45% +$2.27M 0.09% 276
2014
Q3 		$4.82M Buy
306,728
+30,732
+11% +$509K 0.07% 367
2014
Q2 		$4.55M Buy
275,996
+135,347
+96% +$2.26M 0.07% 361
2014
Q1 		$2.34M Buy
+140,649
New +$2.34M 0.03% 653
2013
Q4 		– Sell
-15,346
Closed -$249K – 853
2013
Q3 		$234K Buy
+15,346
New +$239K ﹤0.01% 1559

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aperio Group's ARI Position: Q4 2020 in Review

Aperio Group increased its Apollo Commercial Real Estate (ARI) stake by 0.34% in Q4 2020, buying an estimated $4.18K and bringing the position to 120,407 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Aperio Group first reported a position in ARI in Q3 2013 and has held it in 29 quarters since. The position peaked at $7.28M in Q4 2014. 241 funds tracked by Wall St. Rank hold ARI as of Q4 2020.

  • Aperio Group held 120,407 shares of Apollo Commercial Real Estate worth $1.34M as of Q4 2020.
  • Aperio Group bought 408 Apollo Commercial Real Estate shares in Q4 2020, an estimated $4.18K.
  • Apollo Commercial Real Estate made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1434 holding.
  • Aperio Group first reported a position in Apollo Commercial Real Estate in Q3 2013 and has held it in 29 quarters since.
  • Aperio Group's Apollo Commercial Real Estate position peaked at $7.28M in Q4 2014.
  • 241 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.