KI
ARI

Kula Investments’s Apollo Commercial Real Estate ARI Stock Holding History

Kula Investments’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
2023
Q1 		$285K Buy
+30,609
New +$339K 0.07% 468

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kula Investments's ARI Position: Q1 2023 in Review

Kula Investments opened a new position in Apollo Commercial Real Estate (ARI) in Q1 2023: 30,609 shares worth $285K. The stake represents 0.07% of the portfolio and ranks #468 among its holdings.

248 funds tracked by Wall St. Rank hold ARI as of Q1 2023.

  • Kula Investments held 30,609 shares of Apollo Commercial Real Estate worth $285K as of Q1 2023.
  • Apollo Commercial Real Estate was a new Kula Investments position in Q1 2023.
  • Apollo Commercial Real Estate made up 0.07% of Kula Investments's portfolio in Q1 2023, its #468 holding.
  • 248 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.