ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

231 hedge funds and large institutions have $936M invested in Apollo Commercial Real Estate in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 16 closing their positions.

Holders
231
Holders Change
+5
Holders Change %
+2.21%
% of All Funds
3.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
76
Reduced
79
Closed
16
Calls
$5.12M
Puts
$14.4M
Net Calls
-$9.32M
Net Calls Change
+$542K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.4M
2
BlackRock
2
BlackRock
New York
$271M
3
Invesco
3
Invesco
Georgia
$20.1M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$34.8M
5
Barclays
5
Barclays
United Kingdom
$3.41M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$25.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$182M
3
GCP
3
GSA Capital Partners
United Kingdom
$302K
4
Norges Bank
4
Norges Bank
Norway
$12M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$260K 22,112 +2,457 +13%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$255K 21,754 -6,047 -22%
Pathstone Holdings
128
Pathstone Holdings
New Jersey
$250K 21,321 +21,321 New
ECM
129
Everence Capital Management
Indiana
$241K 20,490 – –
GRP
130
Global Retirement Partners
California
$235K 20,540 +17,997 +708%
KA
131
Kovack Advisors
Florida
$222K 18,869 +18,869 New
KWA
132
Kingswood Wealth Advisors
California
$221K 18,813 +18,813 New
CCMW
133
Cypress Capital Management (Wyoming)
Wyoming
$217K 17,983 – –
Natixis Advisors
134
Natixis Advisors
Massachusetts
$204K 17,384 +17,384 New
CA
135
Cetera Advisors
Colorado
$196K 16,675 +5,008 +43%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$191K 16,284 +198 +1%
VPIM
137
Vanguard Personalized Indexing Management
California
$189K 16,139 +173 +1%
SG Americas Securities
138
SG Americas Securities
New York
$189K 16,058 -8,623 -35%
SAM
139
Shell Asset Management
Netherlands
$189K 16,058 -4,919 -23%
EGM
140
Engineers Gate Manager
New York
$188K 16,004 +16,004 New
Mackenzie Financial
141
Mackenzie Financial
Ontario, Canada
$187K 15,951 – –
BRWA
142
B. Riley Wealth Advisors
Florida
$187K 15,469 +19 +0.1%
ECM
143
Evergreen Capital Management
Washington
$185K 15,306 -8,746 -36%
BC
144
Bartlett & Co
Ohio
$185K 14,825 – –
BCWM
145
Bartlett & Co Wealth Management
Ohio
$185K 14,825 – –
WAM
146
Wolverine Asset Management
Illinois
$175K 14,868 +700 +5%
Tudor Investment Corp
147
Tudor Investment Corp
Connecticut
$172K 14,688 +1,825 +14%
ASN
148
Advisory Services Network
Georgia
$167K 14,257 -3,183 -18%
AIP
149
Ameritas Investment Partners
Nebraska
$166K 14,116 – –
Pictet Asset Management
150
Pictet Asset Management
Switzerland
$162K 13,835 – –
4 5
6
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