ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

229 hedge funds and large institutions have $755M invested in Apollo Commercial Real Estate in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-8
Holders Change %
-3.38%
% of All Funds
3.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
82
Reduced
77
Closed
27
Calls
$3.13M
Puts
$4.63M
Net Calls
-$1.49M
Net Calls Change
+$2.18M

Top Buyers

1
LCG
1
Luxor Capital Group
New York
$7.34M
2
VanEck Associates
2
VanEck Associates
New York
$10.1M
3
UBS AM
3
UBS AM
Illinois
$3.8M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$31.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.63M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
GLA
2
Great Lakes Advisors
Illinois
$0
3
BlackRock
3
BlackRock
New York
$222M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$17.3M
5
Ameriprise
5
Ameriprise
Minnesota
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$186K -$33.3K -3,404 -15%
Pathstone Holdings
127
Pathstone Holdings
New Jersey
$183K -$29K -2,960 -14%
HighTower Advisors
128
HighTower Advisors
Illinois
$179K -$9.3K -959 -5%
CCMW
129
Cypress Capital Management (Wyoming)
Wyoming
$164K -$12.2K -1,250 -7%
Mitsubishi UFJ Trust & Banking
130
Mitsubishi UFJ Trust & Banking
Japan
$162K +$162K +16,520 New
WS
131
Wedbush Securities
California
$161K -$76.8K -7,854 -32%
SW
132
SVB Wealth
Massachusetts
$160K -$12.4K -1,266 -7%
Mackenzie Financial
133
Mackenzie Financial
Ontario, Canada
$156K +$59 +6 +0%
DAS
134
Diversify Advisory Services
Utah
$153K -$746 -75 -0.5%
BCWM
135
Bartlett & Co Wealth Management
Ohio
$150K – – –
ASN
136
Advisory Services Network
Georgia
$139K +$490 +50 +0.4%
AIP
137
Ameritas Investment Partners
Nebraska
$138K – – –
ECM
138
EMC Capital Management
Texas
$138K – – –
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$138K +$37.7K +3,849 +38%
Stifel Financial
140
Stifel Financial
Missouri
$137K -$186K -18,973 -58%
BRWA
141
B. Riley Wealth Advisors
Florida
$137K -$20.1K -1,980 -13%
Pictet Asset Management
142
Pictet Asset Management
Switzerland
$135K – – –
AG
143
Algert Global
California
$133K +$133K +13,603 New
Corient Private Wealth
144
Corient Private Wealth
Florida
$133K +$4.42K +451 +3%
CWA
145
Cascade Wealth Advisors
Washington
$133K – – –
HAG
146
HighPoint Advisor Group
Illinois
$131K +$1.46K +133 +1%
AIM
147
Aigen Investment Management
New York
$125K +$125K +12,762 New
CGH
148
Crossmark Global Holdings
Texas
$121K -$1.89K -194 -2%
Cerity Partners
149
Cerity Partners
New York
$120K +$10.8K +1,107 +10%
FCH
150
Freestone Capital Holdings
Washington
$120K +$120K +12,207 New
4 5
6
7 8