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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
UBS AM
26
UBS AM
Illinois
$3.5M -$75.5K -7,410 -2%
Legal & General Group
27
Legal & General Group
United Kingdom
$3.34M -$7.25K -711 -0.2%
LSV Asset Management
28
LSV Asset Management
Illinois
$3.3M -$1.85M -181,500 -34%
Bank of America
29
Bank of America
North Carolina
$3.11M -$1.01M -99,152 -23%
Barclays
30
Barclays
United Kingdom
$3.03M +$1.33M +130,892 +66%
LCG
31
Luxor Capital Group
New York
$2.92M -$4.41M -432,325 -58%
Prudential Financial
32
Prudential Financial
New Jersey
$2.84M -$242K -23,729 -7%
Jane Street
33
Jane Street
New York
$2.78M +$1.8M +176,101 +139%
LPL Financial
34
LPL Financial
California
$2.54M -$105K -10,256 -4%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.48M -$180K -17,700 -6%
Swiss National Bank
36
Swiss National Bank
Switzerland
$2.43M
BAMF
37
BI Asset Management Fondsmaeglerselskab
Denmark
$2.06M +$148K +14,506 +7%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.92M -$949K -93,116 -31%
Victory Capital Management
39
Victory Capital Management
Texas
$1.91M -$173K -17,006 -8%
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$1.71M -$75.8K -7,430 -4%
Wells Fargo
41
Wells Fargo
California
$1.69M -$4.51K -442 -0.2%
ECM
42
ExodusPoint Capital Management
New York
$1.68M +$1.87M +183,176 New
AI
43
AXS Investments
New York
$1.66M -$19.2K -1,883 -1%
Citigroup
44
Citigroup
New York
$1.66M +$685K +67,179 +59%
BAAM
45
Baker Avenue Asset Management
California
$1.56M +$114K +11,179 +7%
Canada Life
46
Canada Life
Manitoba, Canada
$1.5M -$2.16K -212 -0.1%
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.49M -$82.3K -8,068 -5%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.18M -$40K -3,923 -3%
WAM
49
Wolverine Asset Management
Illinois
$1.06M +$734 +72 +0.1%
AIS
50
AM Investment Strategies
Tennessee
$996K +$188K +18,423 +20%

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.