ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

237 hedge funds and large institutions have $855M invested in Apollo Commercial Real Estate in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+6
Holders Change %
+2.6%
% of All Funds
3.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
69
Reduced
82
Closed
23
Calls
$3.95M
Puts
$7.62M
Net Calls
-$3.67M
Net Calls Change
+$5.65M

Top Buyers

1
GLA
1
Great Lakes Advisors
Illinois
$4.33M
2
State Street
2
State Street
Massachusetts
$60.2M
3
KAS
3
Kestra Advisory Services
Texas
$1.17M
4
Charles Schwab
4
Charles Schwab
California
$22.9M
5
Invesco
5
Invesco
Georgia
$20M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$5.59M
3
Norges Bank
3
Norges Bank
Norway
$9.37M
4
Barclays
4
Barclays
United Kingdom
$1.4M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
226
UMB Bank
Missouri
$891 +$891 +80 New
CAM
227
ClariVest Asset Management
California
$780 – – –
IA
228
IFP Advisors
Florida
$713 +$713 +64 New
PFBT
229
Parkside Financial Bank & Trust
Missouri
$580 – – –
MHR
230
Matthew Hamilton Rosenberg
$547 – – –
CA
231
Continuum Advisory
Idaho
$340 +$340 +34 New
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$334 +$334 +30 New
ECM
233
Everence Capital Management
Indiana
$228 – – –
RIL
234
Rothschild Investment LLC
Illinois
$223 +$223 +20 New
TCM
235
Tradewinds Capital Management
Washington
$56 – – –
HNB
236
Huntington National Bank
Ohio
$11 – – –
Millennium Management
237
Millennium Management
New York
– -$1.03M -87,445 Closed
ASFA
238
All Season Financial Advisors
Colorado
– -$598K -50,914 Closed
AA
239
ALPS Advisors
Colorado
– -$399K -33,996 Closed
GCP
240
GSA Capital Partners
United Kingdom
– -$302K -25,746 Closed
KA
241
Kovack Advisors
Florida
– -$222K -18,869 Closed
KWA
242
Kingswood Wealth Advisors
California
– -$221K -18,813 Closed
Natixis Advisors
243
Natixis Advisors
Massachusetts
– -$204K -17,384 Closed
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
– -$191K -16,284 Closed
EGM
245
Engineers Gate Manager
New York
– -$188K -16,004 Closed
Tudor Investment Corp
246
Tudor Investment Corp
Connecticut
– -$172K -14,688 Closed
Squarepoint
247
Squarepoint
New York
– -$136K -11,571 Closed
NMM
248
Naples Money Management
Florida
– -$63.8K -5,436 Closed
FWM
249
Focused Wealth Management
New York
– -$38.1K -3,248 Closed
BWP
250
Baldwin Wealth Partners
Massachusetts
– -$11.7K -1,000 Closed
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