WA
ARI

WESPAC Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

WESPAC Advisors’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
2020
Q1 		– Sell
-53,379
Closed -$976K – 53
2019
Q4 		$976K Sell
53,379
-147
-0.3% -$2.71K 0.96% 43
2019
Q3 		$1.03M Sell
53,526
-32,182
-38% -$607K 1.02% 40
2019
Q2 		$1.58M Buy
85,708
+5,780
+7% +$108K 1.18% 36
2019
Q1 		$1.46M Buy
79,928
+2,814
+4% +$50.7K 1.01% 38
2018
Q4 		$1.28M Sell
77,114
-3,076
-4% -$56.8K 1.25% 33
2018
Q3 		$1.51M Buy
80,190
+31,914
+66% +$609K 0.88% 43
2018
Q2 		$882K Sell
48,276
-32,011
-40% -$586K 0.91% 33
2018
Q1 		$1.44M Buy
80,287
+5,949
+8% +$109K 0.88% 41
2017
Q4 		$1.37M Sell
74,338
-4,497
-6% -$82.9K 1.27% 29
2017
Q3 		$1.43M Sell
78,835
-5,908
-7% -$107K 0.94% 35
2017
Q2 		$1.57M Buy
84,743
+32,587
+62% +$610K 1.08% 36
2017
Q1 		$981K Sell
52,156
-7,777
-13% -$138K 1.13% 35
2016
Q4 		$996K Buy
59,933
+1,609
+3% +$27K 1.12% 36
2016
Q3 		$955K Buy
58,324
+11,999
+26% +$197K 1.08% 35
2016
Q2 		$744K Sell
46,325
-1,157
-2% -$18.6K 0.77% 47
2016
Q1 		$774K Buy
47,482
+3,201
+7% +$51.4K 0.96% 47
2015
Q4 		$763K Buy
44,281
+1,519
+4% +$25.9K 0.88% 52
2015
Q3 		$672K Sell
42,762
-32,278
-43% -$537K 1.18% 34
2015
Q2 		$1.23M Buy
75,040
+917
+1% +$15.8K 0.93% 42
2015
Q1 		$1.27M Buy
74,123
+4,241
+6% +$71.4K 0.96% 43
2014
Q4 		$1.14M Buy
69,882
+5,738
+9% +$94.2K 0.8% 46
2014
Q3 		$1.01M Buy
64,144
+26,454
+70% +$438K 0.81% 49
2014
Q2 		$622K Sell
37,690
-19,522
-34% -$326K 0.71% 58
2014
Q1 		$951K Sell
57,212
-3,407
-6% -$56.7K 0.82% 40
2013
Q4 		$985K Buy
60,619
+23,193
+62% +$376K 0.82% 45
2013
Q3 		$571K Buy
37,426
+140
+0.4% +$2.18K 0.67% 63
2013
Q2 		$592K Buy
+37,286
New +$642K 0.9% 44

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
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WESPAC Advisors's ARI Position: Q1 2020 in Review

WESPAC Advisors sold out of Apollo Commercial Real Estate (ARI) in Q1 2020, closing a stake of 53,379 shares — an estimated $976K sold.

WESPAC Advisors first reported a position in ARI in Q2 2013 and held it in 27 quarters. The position peaked at $1.58M in Q2 2019. 249 funds tracked by Wall St. Rank hold ARI as of Q1 2020.

  • WESPAC Advisors reported no remaining Apollo Commercial Real Estate position as of Q1 2020 after selling out during the quarter.
  • WESPAC Advisors sold 53,379 Apollo Commercial Real Estate shares in Q1 2020, an estimated $976K.
  • WESPAC Advisors first reported a position in Apollo Commercial Real Estate in Q2 2013 and held it in 27 quarters.
  • WESPAC Advisors's Apollo Commercial Real Estate position peaked at $1.58M in Q2 2019.
  • 249 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2020.

Based on WESPAC Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.