IAIM
ARI

International Assets Investment Management’s Apollo Commercial Real Estate ARI Stock Holding History

International Assets Investment Management’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
-12,250
Closed -$1.33K – 894
2024
Q3 		$1.33K Buy
+12,250
New +$125K ﹤0.01% 1029
2023
Q1 		– Sell
-90,450
Closed -$112K – 1151
2022
Q4 		$112K Buy
+90,450
New +$988K 0.01% 699
2021
Q2 		– Sell
-1,800
Closed -$20K – 588
2021
Q1 		$20K Hold
1,800
– – ﹤0.01% 1291
2020
Q4 		$20K Buy
+1,800
New +$18.5K ﹤0.01% 1154

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 $1.88B AUM 29.07% 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

International Assets Investment Management's ARI Position: Q4 2024 in Review

International Assets Investment Management sold out of Apollo Commercial Real Estate (ARI) in Q4 2024, closing a stake of 12,250 shares — an estimated $1.33K sold.

International Assets Investment Management first reported a position in ARI in Q4 2020 and held it in 4 quarters. The position peaked at $112K in Q4 2022. 239 funds tracked by Wall St. Rank hold ARI as of Q4 2024.

  • International Assets Investment Management reported no remaining Apollo Commercial Real Estate position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 12,250 Apollo Commercial Real Estate shares in Q4 2024, an estimated $1.33K.
  • International Assets Investment Management first reported a position in Apollo Commercial Real Estate in Q4 2020 and held it in 4 quarters.
  • International Assets Investment Management's Apollo Commercial Real Estate position peaked at $112K in Q4 2022.
  • 239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.