Resource America’s Apollo Commercial Real Estate ARI Stock Holding History

Resource America’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
2019 Q4	–	Sell	-309,500	Closed	-$5.93M	–	25
2019 Q3	$5.93M	Sell	309,500 -44,115	-12%	-$832K	4.45%	10
2019 Q2	$6.5M	Hold	353,615	–	–	3.91%	8
2019 Q1	$6.44M	Hold	353,615	–	–	3.85%	6
2018 Q4	$5.89M	Buy	353,615 +128,051	+57%	+$2.36M	3.63%	7
2018 Q3	$4.26M	Buy	225,564 +3,364	+2%	+$64.2K	2.79%	17
2018 Q2	$4.06M	Buy	222,200 +57,296	+35%	+$1.05M	2.81%	13
2018 Q1	$2.96M	Buy	+164,904	New	+$3.02M	2.12%	23

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Resource America's ARI Position: Q4 2019 in Review

Resource America sold out of Apollo Commercial Real Estate (ARI) in Q4 2019, closing a stake of 309,500 shares — an estimated $5.93M sold.

Resource America first reported a position in ARI in Q1 2018 and held it in 7 quarters. The position peaked at $6.5M in Q2 2019. 266 funds tracked by Wall St. Rank hold ARI as of Q4 2019.

Resource America reported no remaining Apollo Commercial Real Estate position as of Q4 2019 after selling out during the quarter.
Resource America sold 309,500 Apollo Commercial Real Estate shares in Q4 2019, an estimated $5.93M.
Resource America first reported a position in Apollo Commercial Real Estate in Q1 2018 and held it in 7 quarters.
Resource America's Apollo Commercial Real Estate position peaked at $6.5M in Q2 2019.
266 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2019.

Based on Resource America's 13F filing for Q4 2019, filed 15 Jan 2020.