First Allied Advisory Services’s Apollo Commercial Real Estate ARI Stock Holding History

First Allied Advisory Services’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 Q3	$528K	Buy	58,631 +5,068	+9%	+$46.6K	0.02%	683
2020 Q2	$525K	Buy	53,563 +12,405	+30%	+$105K	0.02%	641
2020 Q1	$305K	Buy	41,158 +11,294	+38%	+$176K	0.01%	753
2019 Q4	$546K	Buy	29,864 +5,632	+23%	+$104K	0.02%	684
2019 Q3	$469K	Buy	24,232 +9,217	+61%	+$174K	0.02%	703
2019 Q2	$276K	Buy	+15,015	New	+$279K	0.01%	927

Other funds holding ARI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Allied Advisory Services's ARI Position: Q3 2020 in Review

First Allied Advisory Services increased its Apollo Commercial Real Estate (ARI) stake by 9.5% in Q3 2020, buying an estimated $46.6K and bringing the position to 58,631 shares worth $528K. The position accounts for 0.02% of the portfolio, ranked #683.

First Allied Advisory Services first reported a position in ARI in Q2 2019 and has held it in 6 quarters since. The position peaked at $546K in Q4 2019. 217 funds tracked by Wall St. Rank hold ARI as of Q3 2020.

First Allied Advisory Services held 58,631 shares of Apollo Commercial Real Estate worth $528K as of Q3 2020.
First Allied Advisory Services bought 5,068 Apollo Commercial Real Estate shares in Q3 2020, an estimated $46.6K.
Apollo Commercial Real Estate made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #683 holding.
First Allied Advisory Services first reported a position in Apollo Commercial Real Estate in Q2 2019 and has held it in 6 quarters since.
First Allied Advisory Services's Apollo Commercial Real Estate position peaked at $546K in Q4 2019.
217 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.