Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History

Northwestern Mutual Wealth 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
Q2 		– Sell
-30
Closed -$334 – 3498
2024
Q1 		$334 Buy
+30
New +$336 ﹤0.01% 3347
2022
Q3 		– Sell
-1,096
Closed -$11K – 3104
2022
Q2 		$11K Sell
1,096
-144
-12% -$1.77K ﹤0.01% 2467
2022
Q1 		$17K Hold
1,240
– – ﹤0.01% 2358
2021
Q4 		$16K Hold
1,240
– – ﹤0.01% 2414
2021
Q3 		$18K Sell
1,240
-2,155
-63% -$32.9K ﹤0.01% 2252
2021
Q2 		$54K Sell
3,395
-578
-15% -$8.92K ﹤0.01% 1826
2021
Q1 		$55K Buy
3,973
+1,818
+84% +$23.3K ﹤0.01% 1690
2020
Q4 		$24K Sell
2,155
-21
-1% -$215 ﹤0.01% 1890
2020
Q3 		$20K Sell
2,176
-1,101
-34% -$10.1K ﹤0.01% 1793
2020
Q2 		$32K Buy
3,277
+300
+10% +$2.55K ﹤0.01% 1577
2020
Q1 		$22K Hold
2,977
– – ﹤0.01% 1664
2019
Q4 		$54K Buy
+2,977
New +$55K ﹤0.01% 1437
2016
Q2 		– Sell
-443
Closed -$7K – 2050
2016
Q1 		$7K Buy
+443
New +$7.12K ﹤0.01% 1535
2015
Q4 		– Sell
-46
Closed -$1K – 1572
2015
Q3 		$1K Buy
+46
New +$766 ﹤0.01% 1525
2015
Q2 		– Sell
-752
Closed -$13K – 1393
2015
Q1 		$13K Buy
+752
New +$12.7K ﹤0.01% 969

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management's ARI Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of Apollo Commercial Real Estate (ARI) in Q2 2024, closing a stake of 30 shares — an estimated $334 sold.

Northwestern Mutual Wealth Management first reported a position in ARI in Q1 2015 and held it in 15 quarters. The position peaked at $55K in Q1 2021. 231 funds tracked by Wall St. Rank hold ARI as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining Apollo Commercial Real Estate position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 30 Apollo Commercial Real Estate shares in Q2 2024, an estimated $334.
  • Northwestern Mutual Wealth Management first reported a position in Apollo Commercial Real Estate in Q1 2015 and held it in 15 quarters.
  • Northwestern Mutual Wealth Management's Apollo Commercial Real Estate position peaked at $55K in Q1 2021.
  • 231 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.