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 %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$448K -$180K -16,147 -29%
PAG
102
Private Advisor Group
New Jersey
$444K +$188K +16,862 +73%
ASRS
103
Arizona State Retirement System
Arizona
$411K -$7.05K -633 -2%
NCM
104
Novare Capital Management
North Carolina
$392K -$16.7K -1,500 -4%
OPERF
105
Oregon Public Employees Retirement Fund
Oregon
$390K -$33.4K -3,000 -8%
SSA
106
Schonfeld Strategic Advisors
New York
$390K +$390K +35,010 New
YIH
107
Y-Intercept (HK)
Hong Kong
$380K +$380K +34,094 New
Stifel Financial
108
Stifel Financial
Missouri
$367K -$174K -15,618 -32%
ACM
109
Anfield Capital Management
California
$365K – – –
HHRDM
110
H&H Retirement Design & Management
Nevada
$363K – – –
II
111
Inspire Investing
Idaho
$358K -$4.63K -416 -1%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$342K – – –
EW
113
Evoke Wealth
California
$327K +$327K +28,442 New
TCM
114
Triumph Capital Management
Colorado
$322K -$1.09K -100 -0.3%
AWS
115
Atria Wealth Solutions
New York
$317K +$9.65K +840 +3%
ProShare Advisors
116
ProShare Advisors
Maryland
$316K +$22.1K +1,985 +8%
COPPSERS
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$315K +$1.87K +168 +0.6%
SO
118
STRS Ohio
Ohio
$282K -$40K -3,600 -12%
Handelsbanken Fonder
119
Handelsbanken Fonder
Sweden
$280K – – –
CCM
120
Chiron Capital Management
Florida
$278K – – –
WS
121
Wedbush Securities
California
$271K +$141K +12,674 +109%
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$269K – – –
IFWM
123
Institute for Wealth Management
Colorado
$262K -$16K -1,438 -6%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$253K +$10.6K +952 +4%
MOACM
125
Mutual of America Capital Management
New York
$251K -$2.67K -240 -1%
3 4
5
6 7