NFJ Investment Group’s Apollo Commercial Real Estate ARI Stock Holding History

NFJ Investment Group’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 Q3	–	Sell	-314,453	Closed	-$3.56M	–	212
2023 Q2	$3.56M	Hold	314,453	–	–	0.09%	177
2023 Q1	$2.93M	Sell	314,453 -498	-0.2%	-$5.51K	0.08%	209
2022 Q4	$3.39M	Buy	314,951 +1,049	+0.3%	+$11.5K	0.09%	208
2022 Q3	$2.88M	Sell	313,902 -10,940	-3%	-$126K	0.08%	242
2022 Q2	$3.39M	Sell	324,842 -47,623	-13%	-$584K	0.08%	225
2022 Q1	$5.19M	Buy	372,465 +49,299	+15%	+$664K	0.11%	194
2021 Q4	$4.25M	Sell	323,166 -19,642	-6%	-$284K	0.08%	242
2021 Q3	$5.08M	Sell	342,808 -261,013	-43%	-$3.99M	0.1%	213
2021 Q2	$9.63M	Sell	603,821 -140,007	-19%	-$2.16M	0.18%	158
2021 Q1	$10.4M	Buy	+743,828	New	+$9.54M	0.21%	144

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NFJ Investment Group's ARI Position: Q3 2023 in Review

NFJ Investment Group sold out of Apollo Commercial Real Estate (ARI) in Q3 2023, closing a stake of 314,453 shares — an estimated $3.56M sold.

NFJ Investment Group first reported a position in ARI in Q1 2021 and held it in 10 quarters. The position peaked at $10.4M in Q1 2021. 228 funds tracked by Wall St. Rank hold ARI as of Q3 2023.

NFJ Investment Group reported no remaining Apollo Commercial Real Estate position as of Q3 2023 after selling out during the quarter.
NFJ Investment Group sold 314,453 Apollo Commercial Real Estate shares in Q3 2023, an estimated $3.56M.
NFJ Investment Group first reported a position in Apollo Commercial Real Estate in Q1 2021 and held it in 10 quarters.
NFJ Investment Group's Apollo Commercial Real Estate position peaked at $10.4M in Q1 2021.
228 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2023.

Based on NFJ Investment Group's 13F filing for Q3 2023, filed 8 Nov 2023.