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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
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$8K -$377 -37 -4%
BAM
202
Byrne Asset Management
New Jersey
$7.81K
SAM
203
Smartleaf Asset Management
Massachusetts
$6.73K -$6.85K -672 -49%
HWA
204
Heritage Wealth Advisors
Virginia
$6.43K
HWA
205
HHM Wealth Advisors
Tennessee
$5.51K -$3.06K -300 -33%
FDCDDQ
206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.51K
GI
207
GAMMA Investing
California
$5.15K -$663 -65 -10%
OIA
208
Optimum Investment Advisors
Illinois
$4.59K
SCM
209
Sterling Capital Management
North Carolina
$4.54K +$5.04K +494 New
TWC
210
TD Waterhouse Canada
Ontario, Canada
$3.54K
BF
211
BOK Financial
Oklahoma
$3.52K
Optiver Holding
212
Optiver Holding
Netherlands
$3.18K -$7.15K -701 -67%
NS
213
NBC Securities
Alabama
$3K +$112 +11 +3%
Bessemer Group
214
Bessemer Group
New Jersey
$3K +$867 +85 +34%
FFA
215
Farther Finance Advisors
California
$2.79K -$153 -15 -5%
Mitsubishi UFJ Asset Management
216
Mitsubishi UFJ Asset Management
Japan
$2.74K
LC
217
Lindbrook Capital
California
$2.69K -$2.03K -199 -40%
UB
218
UMB Bank
Missouri
$2.63K +$1.34K +131 +85%
WBC
219
West Branch Capital
Massachusetts
$2.44K
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$2.31K -$836 -82 -25%
AF
221
Allworth Financial
California
$2.25K +$1.74K +171 +231%
GWM
222
Geneos Wealth Management
Colorado
$1.84K
SIS
223
Sound Income Strategies
Florida
$1.84K
BTI
224
Blue Trust Inc
Georgia
$1.52K +$1.58K +155 New
IAIM
225
International Assets Investment Management
Florida
$1.33K +$125K +12,250 New

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.