KA
ARI

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

Kovack 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 		– Sell
-18,869
Closed -$222K – 479
2023
Q4 		$222K Buy
+18,869
New +$202K 0.03% 494
2022
Q3 		– Sell
-19,782
Closed -$207K – 572
2022
Q2 		$207K Sell
19,782
-2,053
-9% -$25.2K 0.03% 564
2022
Q1 		$304K Sell
21,835
-5,434
-20% -$73.2K 0.03% 526
2021
Q4 		$359K Buy
27,269
+585
+2% +$8.45K 0.03% 474
2021
Q3 		$396K Buy
26,684
+189
+0.7% +$2.89K 0.04% 431
2021
Q2 		$423K Sell
26,495
-1,657
-6% -$25.6K 0.05% 398
2021
Q1 		$393K Sell
28,152
-688
-2% -$8.83K 0.05% 370
2020
Q4 		$322K Sell
28,840
-1,243
-4% -$12.7K 0.05% 385
2020
Q3 		$271K Sell
30,083
-88
-0.3% -$810 0.05% 350
2020
Q2 		$296K Sell
30,171
-21,525
-42% -$183K 0.06% 324
2020
Q1 		$384K Buy
51,696
+12,665
+32% +$198K 0.09% 236
2019
Q4 		$714K Buy
39,031
+19,807
+103% +$366K 0.13% 182
2019
Q3 		$369K Buy
19,224
+357
+2% +$6.73K 0.08% 284
2019
Q2 		$347K Buy
+18,867
New +$351K 0.08% 274

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kovack Advisors's ARI Position: Q1 2024 in Review

Kovack Advisors sold out of Apollo Commercial Real Estate (ARI) in Q1 2024, closing a stake of 18,869 shares — an estimated $222K sold.

Kovack Advisors first reported a position in ARI in Q2 2019 and held it in 14 quarters. The position peaked at $714K in Q4 2019. 239 funds tracked by Wall St. Rank hold ARI as of Q1 2024.

  • Kovack Advisors reported no remaining Apollo Commercial Real Estate position as of Q1 2024 after selling out during the quarter.
  • Kovack Advisors sold 18,869 Apollo Commercial Real Estate shares in Q1 2024, an estimated $222K.
  • Kovack Advisors first reported a position in Apollo Commercial Real Estate in Q2 2019 and held it in 14 quarters.
  • Kovack Advisors's Apollo Commercial Real Estate position peaked at $714K in Q4 2019.
  • 239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2024.

Based on Kovack Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.