Apollo Commercial Real Estate
ARI
239 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, 70 increasing their positions, 83 reducing their positions, and 23 closing their positions.
39% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 23
3% more funds holding
Funds holding: 233 → 239 (+6)
2.32% less ownership
Funds ownership: 56.36% → 54.04% (-2.3%)
9% less capital invested
Capital invested by funds: $937M → $855M (-$81.7M)
16% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 83
48% less call options, than puts
Call options by funds: $3.95M | Put options by funds: $7.62M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$4.36M |
| 2 |
State Street
Boston,
Massachusetts
|
+$1.4M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.14M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$1.05M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$965K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$28.3M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$3.43M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$2.03M |
| 4 |
Barclays
London,
United Kingdom
|
-$1.84M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.61M |
ARI Hedge Fund Activity: Q1 2024 in Review
239 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2024, worth a combined $855M — down 8.7% from $937M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new ARI positions and 23 closed out — a net gain of 9 holders — while 70 added to existing stakes and 83 trimmed.
The largest buyer was Great Lakes Advisors, opening a new position worth an estimated $4.36M. The largest seller was Morgan Stanley, cutting an estimated $28.3M.
- 239 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2024, up from 233 in Q4 2023.
- Funds reported $855M of Apollo Commercial Real Estate stock for Q1 2024, down 8.7% quarter-over-quarter.
- 32 funds opened new Apollo Commercial Real Estate positions in Q1 2024 and 23 closed out, a net change of +9 holders.
- The largest Apollo Commercial Real Estate buyer in Q1 2024 was Great Lakes Advisors, an estimated $4.36M added.
- The largest Apollo Commercial Real Estate seller in Q1 2024 was Morgan Stanley, an estimated $28.3M sold.
Based on aggregated 13F filings for Q1 2024.