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 %
CGH
151
Crossmark Global Holdings
Texas
$141K -$782 -70 -0.6%
Koshinski Asset Management
152
Koshinski Asset Management
Illinois
$137K +$137K +12,317 New
CWA
153
Cascade Wealth Advisors
Washington
$135K +$135K +12,500 New
Brown Advisory
154
Brown Advisory
Maryland
$134K +$134K +12,000 New
BL
155
Balentine LLC
Georgia
$132K +$132K +11,860 New
LFS
156
Legacy Financial Strategies
Kansas
$130K – – –
Cerity Partners
157
Cerity Partners
New York
$124K +$124K +11,117 New
ACM
158
Advisors Capital Management
New Jersey
$123K – – –
BPA
159
Beacon Pointe Advisors
California
$123K – – –
RJFSA
160
Raymond James Financial Services Advisors
Florida
$120K +$646 +58 +0.5%
RMC
161
Resources Management Corp
Connecticut
$119K -$264K -23,750 -69%
HAG
162
HighPoint Advisor Group
Illinois
$119K +$1.26K +125 +1%
State of Wisconsin Investment Board
163
State of Wisconsin Investment Board
Wisconsin
$119K -$23.4K -2,098 -16%
JIP
164
Jaffetilchin Investment Partners
Florida
$118K -$3.89K -349 -3%
MI
165
Motiv8 Investments
Florida
$114K -$25K -2,244 -18%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$114K -$463K -41,549 -80%
AWA
167
Arkadios Wealth Advisors
Georgia
$113K -$4.2K -377 -4%
HCM
168
Hollencrest Capital Management
California
$111K +$55.7K +5,000 +100%
PA
169
Parallel Advisors
California
$103K +$1.15K +103 +1%
MLICM
170
Metropolitan Life Insurance Company (MetLife)
New York
$83.8K -$12K -1,073 -12%
HI
171
Harbour Investments
Wisconsin
$71.8K – – –
NA
172
NewEdge Advisors
Louisiana
$58.5K -$2.06K -185 -3%
FFWM
173
Future Financial Wealth Management
Ohio
$56.1K +$56.1K +5,033 New
S
174
SignatureFD
Georgia
$55.1K +$4.24K +381 +8%
TRCT
175
Tower Research Capital (TRC)
New York
$53.2K -$401K -36,006 -88%
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