CA
ARI

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

Cetera 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 		$930K Buy
83,443
+66,768
+400% +$749K 0.01% 1199
2023
Q4 		$196K Buy
16,675
+5,008
+43% +$53.6K ﹤0.01% 1650
2023
Q3 		$118K Buy
11,667
+106
+0.9% +$1.15K ﹤0.01% 1590
2023
Q2 		$131K Buy
11,561
+647
+6% +$6.53K ﹤0.01% 1543
2023
Q1 		$102K Buy
+10,914
New +$121K ﹤0.01% 1564
2016
Q1 		– Sell
-27,278
Closed -$470K – 719
2015
Q4 		$470K Buy
27,278
+1,014
+4% +$17.3K 0.04% 412
2015
Q3 		$412K Buy
+26,264
New +$437K 0.04% 411

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

Cetera Advisors's ARI Position: Q1 2024 in Review

Cetera Advisors increased its Apollo Commercial Real Estate (ARI) stake by 400% in Q1 2024, buying an estimated $749K and bringing the position to 83,443 shares worth $930K. The position accounts for 0.01% of the portfolio, ranked #1199.

Cetera Advisors first reported a position in ARI in Q3 2015 and has held it in 7 quarters since. 239 funds tracked by Wall St. Rank hold ARI as of Q1 2024.

  • Cetera Advisors held 83,443 shares of Apollo Commercial Real Estate worth $930K as of Q1 2024.
  • Cetera Advisors bought 66,768 Apollo Commercial Real Estate shares in Q1 2024, an estimated $749K.
  • Apollo Commercial Real Estate made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1199 holding.
  • Cetera Advisors first reported a position in Apollo Commercial Real Estate in Q3 2015 and has held it in 7 quarters since.
  • 239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.