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ARI

Apollo Commercial Real Estate

228 hedge funds and large institutions have $771M invested in Apollo Commercial Real Estate in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.9% less ownership

Funds ownership: 54.61%53.71% (-0.9%)

5% less funds holding

Funds holding: 240228 (-12)

12% less capital invested

Capital invested by funds: $875M → $771M (-$104M)

14% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 88

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

72% less call options, than puts

Call options by funds: $3.91M | Put options by funds: $13.8M

Holders
228
Holders Change
-12
Holders Change %
-5%
% of All Funds
3.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
76
Reduced
88
Closed
27
Calls
$3.91M
Puts
$13.8M
Net Calls
-$9.86M
Net Calls Change
+$7.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BI
176
Bramshill Investments
Florida
$42K -$2.85K -262 -6%
CSPIA
177
Cary Street Partners Investment Advisory
Virginia
$34.4K
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$33K +$1.45K +133 +4%
FWM
179
Focused Wealth Management
New York
$32.8K -$3.75K -344 -10%
QCG
180
Quadrant Capital Group
Ohio
$29K -$1.31K -120 -4%
GRP
181
Global Retirement Partners
California
$24.4K +$381 +35 +1%
VCM
182
Versant Capital Management
Arizona
$24.2K +$1.56K +143 +6%
SPIA
183
Steward Partners Investment Advisory
New York
$22.3K
Nomura Asset Management
184
Nomura Asset Management
Japan
$21.3K
CHC
185
City Holding Co
West Virginia
$20.3K
CB
186
Community Bank
New York
$20.3K
TRCT
187
Tower Research Capital (TRC)
New York
$19.3K -$32.3K -2,967 -61%
US Bancorp
188
US Bancorp
Minnesota
$14.4K -$8.85K -813 -36%
CG
189
Cutler Group
California
$12K +$7.79K +716 +143%
BIA
190
Bell Investment Advisors
California
$11.2K +$3.54K +325 +42%
BAM
191
Byrne Asset Management
New Jersey
$11K
IPW
192
Impact Partnership Wealth
Georgia
$10.9K -$553K -50,840 -98%
RCM
193
Raleigh Capital Management
North Carolina
$10.6K +$2.18K +200 +24%
BWP
194
Baldwin Wealth Partners
Massachusetts
$10.1K
TF
195
Tompkins Financial
New York
$10.1K
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$10K -$2.05K -188 -16%
BFEC
197
Benjamin F. Edwards & Company
Missouri
$10K
CFGS
198
Concourse Financial Group Securities
Alabama
$9.43K
CAS
199
Coppell Advisory Solutions
Texas
$8.05K -$566 -52 -7%
TWM
200
Tradition Wealth Management
Minnesota
$8K

ARI Hedge Fund Activity: Q3 2023 in Review

228 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2023, worth a combined $771M — down 12% from $875M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ARI and 17 opened new positions — a net loss of 10 holders — while 88 trimmed existing stakes and 76 added.

The largest buyer was Citadel Advisors, adding an estimated $4.09M. The largest seller was Goldman Sachs, cutting an estimated $6.49M.

  • 228 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2023, down from 240 in Q2 2023.
  • Funds reported $771M of Apollo Commercial Real Estate stock for Q3 2023, down 12% quarter-over-quarter.
  • 17 funds opened new Apollo Commercial Real Estate positions in Q3 2023 and 27 closed out, a net change of -10 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2023 was Citadel Advisors, an estimated $4.09M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2023 was Goldman Sachs, an estimated $6.49M sold.

Based on aggregated 13F filings for Q3 2023.