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ARI

Apollo Commercial Real Estate

240 hedge funds and large institutions have $700M invested in Apollo Commercial Real Estate in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

4% more funds holding

Funds holding: 231240 (+9)

0.86% more ownership

Funds ownership: 54.14%54.99% (+0.86%)

7% less capital invested

Capital invested by funds: $755M → $700M (-$54.9M)

19% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 89

34% less call options, than puts

Call options by funds: $3.4M | Put options by funds: $5.13M

Holders
240
Holders Change
+9
Holders Change %
+3.9%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
72
Reduced
89
Closed
18
Calls
$3.4M
Puts
$5.13M
Net Calls
-$1.73M
Net Calls Change
-$237K
Name Holding Trade Value Shares
Change
Change in
Stake
WS
151
Wedbush Securities
California
$130K -$23.6K -2,312 -14%
AIP
152
Ameritas Investment Partners
Nebraska
$130K
SAM
153
Shell Asset Management
Netherlands
$129K +$143K +14,021 New
Stifel Financial
154
Stifel Financial
Missouri
$129K +$296 +29 +0.2%
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$127K
BRWA
156
B. Riley Wealth Advisors
Florida
$124K -$1.39K -136 -1%
RJFSA
157
Raymond James Financial Services Advisors
Florida
$119K +$19K +1,863 +17%
TRCT
158
Tower Research Capital (TRC)
New York
$119K -$149K -14,631 -53%
HAG
159
HighPoint Advisor Group
Illinois
$118K +$15.3K +1,496 +13%
CGH
160
Crossmark Global Holdings
Texas
$114K
LFS
161
Legacy Financial Strategies
Kansas
$108K
State of Wisconsin Investment Board
162
State of Wisconsin Investment Board
Wisconsin
$106K
HighTower Advisors
163
HighTower Advisors
Illinois
$106K -$72.5K -7,107 -39%
Corient Private Wealth
164
Corient Private Wealth
Florida
$106K -$21.2K -2,082 -15%
NRD
165
Nebula Research & Development
New York
$106K +$117K +11,480 New
ACM
166
Advisors Capital Management
New Jersey
$101K -$153 -15 -0.1%
Koshinski Asset Management
167
Koshinski Asset Management
Illinois
$99.3K -$10.4K -1,024 -9%
I
168
InceptionR
California
$98.8K +$110K +10,749 New
RMC
169
Resources Management Corp
Connecticut
$98K
VPIM
170
Vanguard Personalized Indexing Management
California
$94.2K -$14.9K -1,459 -12%
HCM
171
Hollencrest Capital Management
California
$91.9K
JIP
172
Jaffetilchin Investment Partners
Florida
$91.3K +$101K +9,931 New
DB
173
Danske Bank
Denmark
$84.5K +$93.8K +9,200 New
PA
174
Parallel Advisors
California
$80.5K -$3.81K -374 -4%
KBC Group
175
KBC Group
Belgium
$64K +$26.1K +2,562 +58%

ARI Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2024, worth a combined $700M — down 7.3% from $755M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ARI positions and 18 closed out — a net gain of 10 holders — while 72 added to existing stakes and 89 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.08M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $6.59M sold.

  • 240 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2024, up from 231 in Q2 2024.
  • Funds reported $700M of Apollo Commercial Real Estate stock for Q3 2024, down 7.3% quarter-over-quarter.
  • 28 funds opened new Apollo Commercial Real Estate positions in Q3 2024 and 18 closed out, a net change of +10 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2024 was Goldman Sachs, an estimated $2.08M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2024 was Arete Wealth Advisors, an estimated $6.59M sold.

Based on aggregated 13F filings for Q3 2024.