KM
ARI

Kalos Management’s Apollo Commercial Real Estate ARI Stock Holding History

Kalos 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
2019
Q4 		– Sell
-150,043
Closed -$2.88M – 204
2019
Q3 		$2.88M Sell
150,043
-2,692
-2% -$50.7K 1.15% 22
2019
Q2 		$2.55M Buy
152,735
+28,184
+23% +$525K 1.16% 23
2019
Q1 		$2.27M Sell
124,551
-28,386
-19% -$511K 1.46% 19
2018
Q4 		$2.55M Buy
+152,937
New +$2.82M 1.24% 23
2015
Q4 		– Hold
0
– – – 385

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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kalos Management's ARI Position: Q4 2019 in Review

Kalos Management sold out of Apollo Commercial Real Estate (ARI) in Q4 2019, closing a stake of 150,043 shares — an estimated $2.88M sold.

Kalos Management first reported a position in ARI in Q4 2018 and held it in 4 quarters. The position peaked at $2.88M in Q3 2019. 266 funds tracked by Wall St. Rank hold ARI as of Q4 2019.

  • Kalos Management reported no remaining Apollo Commercial Real Estate position as of Q4 2019 after selling out during the quarter.
  • Kalos Management sold 150,043 Apollo Commercial Real Estate shares in Q4 2019, an estimated $2.88M.
  • Kalos Management first reported a position in Apollo Commercial Real Estate in Q4 2018 and held it in 4 quarters.
  • Kalos Management's Apollo Commercial Real Estate position peaked at $2.88M in Q3 2019.
  • 266 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2019.

Based on Kalos Management's 13F filing for Q4 2019, filed 13 Feb 2020.