Baird Financial Group
ARI

Baird Financial Group’s Apollo Commercial Real Estate ARI Stock Holding History

Baird Financial 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
Q1 		– Sell
-44,183
Closed -$808K – 1432
2019
Q4 		$808K Buy
44,183
+711
+2% +$13.1K ﹤0.01% 1025
2019
Q3 		$833K Buy
43,472
+1,416
+3% +$26.7K ﹤0.01% 1023
2019
Q2 		$773K Buy
42,056
+1,799
+4% +$33.5K ﹤0.01% 1072
2019
Q1 		$733K Buy
40,257
+1,583
+4% +$28.5K ﹤0.01% 942
2018
Q4 		$644K Sell
38,674
-894
-2% -$16.5K ﹤0.01% 910
2018
Q3 		$739K Buy
39,568
+423
+1% +$8.07K ﹤0.01% 932
2018
Q2 		$716K Buy
39,145
+66
+0.2% +$1.21K ﹤0.01% 914
2018
Q1 		$703K Buy
39,079
+15,721
+67% +$288K ﹤0.01% 920
2017
Q4 		$431K Buy
+23,358
New +$431K ﹤0.01% 1047

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
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM