Paloma Partners’s Apollo Commercial Real Estate ARI Stock Holding History

Paloma Partners’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 Q4	–	Sell	-15,600	Closed	-$143K	–	324
2024 Q3	$143K	Buy	+15,600	New	+$159K	﹤0.01%	1018
2021 Q1	–	Sell	-11,458	Closed	-$128K	–	2018
2020 Q4	$128K	Sell	11,458 -52,347	-82%	-$537K	﹤0.01%	1480
2020 Q3	$574K	Buy	+63,805	New	+$587K	0.01%	1072
2020 Q2	–	Sell	-34,701	Closed	-$257K	–	2063
2020 Q1	$257K	Buy	+34,701	New	+$542K	0.01%	767
2018 Q1	–	Sell	-16,236	Closed	-$299K	–	1919
2017 Q4	$299K	Buy	16,236 +4,224	+35%	+$77.9K	﹤0.01%	1552
2017 Q3	$218K	Buy	+12,012	New	+$217K	﹤0.01%	1947
2016 Q2	–	Sell	-10,312	Closed	-$168K	–	2141
2016 Q1	$168K	Sell	10,312 -5,523	-35%	-$88.7K	﹤0.01%	1724
2015 Q4	$273K	Buy	+15,835	New	+$270K	0.01%	1379

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Paloma Partners's ARI Position: Q4 2024 in Review

Paloma Partners sold out of Apollo Commercial Real Estate (ARI) in Q4 2024, closing a stake of 15,600 shares — an estimated $143K sold.

Paloma Partners first reported a position in ARI in Q4 2015 and held it in 8 quarters. The position peaked at $574K in Q3 2020. 239 funds tracked by Wall St. Rank hold ARI as of Q4 2024.

Paloma Partners reported no remaining Apollo Commercial Real Estate position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 15,600 Apollo Commercial Real Estate shares in Q4 2024, an estimated $143K.
Paloma Partners first reported a position in Apollo Commercial Real Estate in Q4 2015 and held it in 8 quarters.
Paloma Partners's Apollo Commercial Real Estate position peaked at $574K in Q3 2020.
239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.