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ARI

Apollo Commercial Real Estate

240 hedge funds and large institutions have $700M invested in Apollo Commercial Real Estate in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

4% more funds holding

Funds holding: 231240 (+9)

0.86% more ownership

Funds ownership: 54.14%54.99% (+0.86%)

7% less capital invested

Capital invested by funds: $755M → $700M (-$54.9M)

19% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 89

34% less call options, than puts

Call options by funds: $3.4M | Put options by funds: $5.13M

Holders
240
Holders Change
+9
Holders Change %
+3.9%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
72
Reduced
89
Closed
18
Calls
$3.4M
Puts
$5.13M
Net Calls
-$1.73M
Net Calls Change
-$237K
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
226
Rothschild Investment LLC
Illinois
$1.24K +$867 +85 +170%
C
227
Covestor
United Kingdom
$1K -$31 -3 -5%
CAL
228
Capital Advisors Ltd
Ohio
$1K
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$891
FHA
230
First Horizon Advisors
Tennessee
$763
CAM
231
ClariVest Asset Management
California
$685
PFBT
232
Parkside Financial Bank & Trust
Missouri
$478
OP
233
ORG Partners
Indiana
$440
LFG
234
Larson Financial Group
Missouri
$368
CPA
235
Capital Performance Advisors
California
$184 +$204 +20 New
TCOV
236
Trust Company of Vermont
Vermont
$138 +$153 +15 New
MFG
237
Mendota Financial Group
Wisconsin
$74 +$82 +8 New
LSA
238
Leonteq Securities AG
Switzerland
$55
TCM
239
Tradewinds Capital Management
Washington
$46
HNB
240
Huntington National Bank
Ohio
$9 -$265 -26 -96%
AWA
241
Arete Wealth Advisors
Illinois
-$6.59M -673,350 Closed
SW
242
SVB Wealth
Massachusetts
-$160K -16,357 Closed
AG
243
Algert Global
California
-$133K -13,603 Closed
AIM
244
Aigen Investment Management
New York
-$125K -12,762 Closed
CWA
245
Cascade Wealth Advisors
Washington
-$133K -12,500 Closed
Cerity Partners
246
Cerity Partners
New York
-$120K -12,224 Closed
FCH
247
Freestone Capital Holdings
Washington
-$120K -12,207 Closed
Brown Advisory
248
Brown Advisory
Maryland
-$117K -12,000 Closed
MCC
249
Money Concepts Capital
Florida
-$113K -11,513 Closed
FTDI
250
First Trust Direct Indexing
Massachusetts
-$108K -11,012 Closed

ARI Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2024, worth a combined $700M — down 7.3% from $755M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ARI positions and 18 closed out — a net gain of 10 holders — while 72 added to existing stakes and 89 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.08M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $6.59M sold.

  • 240 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2024, up from 231 in Q2 2024.
  • Funds reported $700M of Apollo Commercial Real Estate stock for Q3 2024, down 7.3% quarter-over-quarter.
  • 28 funds opened new Apollo Commercial Real Estate positions in Q3 2024 and 18 closed out, a net change of +10 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2024 was Goldman Sachs, an estimated $2.08M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2024 was Arete Wealth Advisors, an estimated $6.59M sold.

Based on aggregated 13F filings for Q3 2024.