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Arete Wealth Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Arete Wealth 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
Q3 		– Sell
-673,350
Closed -$6.59M – 713
2024
Q2 		$6.59M Buy
673,350
+3,250
+0.5% +$33.5K 0.54% 36
2024
Q1 		$7.46M Buy
670,100
+41,300
+7% +$463K 0.69% 28
2023
Q4 		$7.38M Buy
628,800
+6,300
+1% +$67.5K 0.56% 30
2023
Q3 		$6.31M Sell
622,500
-2,800
-0.4% -$30.5K 1.09% 15
2023
Q2 		$7.08M Buy
625,300
+30,496
+5% +$308K 0.63% 30
2023
Q1 		$5.54M Buy
594,804
+45,554
+8% +$504K 0.45% 48
2022
Q4 		$5.91M Buy
+549,250
New +$6M 0.52% 34
2022
Q2 		– Sell
-366,300
Closed -$5.1M – 457
2022
Q1 		$5.1M Buy
366,300
+262,376
+252% +$3.53M 0.43% 55
2021
Q4 		$1.37M Buy
+103,924
New +$1.5M 0.12% 153
2018
Q3 		– Sell
-20,210
Closed -$369K – 364
2018
Q2 		$369K Sell
20,210
-1,620
-7% -$29.7K 0.09% 239
2018
Q1 		$393K Sell
21,830
-3,033
-12% -$55.5K 0.13% 197
2017
Q4 		$459K Sell
24,863
-3,153
-11% -$58.1K 0.15% 184
2017
Q3 		$507K Buy
28,016
+1,486
+6% +$26.9K 0.2% 148
2017
Q2 		$492K Buy
26,530
+750
+3% +$14K 0.22% 122
2017
Q1 		$485K Buy
25,780
+9,150
+55% +$163K 0.21% 108
2016
Q4 		$276K Buy
+16,630
New +$279K 0.13% 140

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Arete Wealth Advisors's ARI Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Apollo Commercial Real Estate (ARI) in Q3 2024, closing a stake of 673,350 shares — an estimated $6.59M sold.

Arete Wealth Advisors first reported a position in ARI in Q4 2016 and held it in 16 quarters. The position peaked at $7.46M in Q1 2024. 240 funds tracked by Wall St. Rank hold ARI as of Q3 2024.

  • Arete Wealth Advisors reported no remaining Apollo Commercial Real Estate position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 673,350 Apollo Commercial Real Estate shares in Q3 2024, an estimated $6.59M.
  • Arete Wealth Advisors first reported a position in Apollo Commercial Real Estate in Q4 2016 and held it in 16 quarters.
  • Arete Wealth Advisors's Apollo Commercial Real Estate position peaked at $7.46M in Q1 2024.
  • 240 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.