CCIA
ARI

Campbell & Co Investment Adviser’s Apollo Commercial Real Estate ARI Stock Holding History

Campbell & Co Investment Adviser’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
-39,520
Closed -$363K – 1047
2024
Q3 		$363K Buy
+39,520
New +$403K 0.03% 833
2022
Q1 		– Sell
-27,500
Closed -$362K – 690
2021
Q4 		$362K Buy
27,500
+12,600
+85% +$182K 0.12% 291
2021
Q3 		$221K Buy
+14,900
New +$228K 0.07% 478

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Campbell & Co Investment Adviser's ARI Position: Q4 2024 in Review

Campbell & Co Investment Adviser sold out of Apollo Commercial Real Estate (ARI) in Q4 2024, closing a stake of 39,520 shares — an estimated $363K sold.

Campbell & Co Investment Adviser first reported a position in ARI in Q3 2021 and held it in 3 quarters. The position peaked at $363K in Q3 2024. 239 funds tracked by Wall St. Rank hold ARI as of Q4 2024.

  • Campbell & Co Investment Adviser reported no remaining Apollo Commercial Real Estate position as of Q4 2024 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 39,520 Apollo Commercial Real Estate shares in Q4 2024, an estimated $363K.
  • Campbell & Co Investment Adviser first reported a position in Apollo Commercial Real Estate in Q3 2021 and held it in 3 quarters.
  • Campbell & Co Investment Adviser's Apollo Commercial Real Estate position peaked at $363K in Q3 2024.
  • 239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2024.

Based on Campbell & Co Investment Adviser's 13F filing for Q4 2024, filed 10 Feb 2025.