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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$257M 23,038,433 -71,080 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$172M 15,459,565 -46,990 -0.3%
State Street
3
State Street
Massachusetts
$60.2M 5,236,600 +125,010 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$33.8M 3,037,772 +73,333 +2%
Morgan Stanley
5
Morgan Stanley
New York
$24.5M 2,201,913 -2,520,529 -53%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$23.8M 2,133,689 -21,426 -1%
Charles Schwab
7
Charles Schwab
California
$22.9M 2,055,693 +93,916 +5%
Invesco
8
Invesco
Georgia
$20M 1,798,294 +86,056 +5%
Northern Trust
9
Northern Trust
Illinois
$17.3M 1,556,294 -37,333 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$11.8M 1,055,185 -37,177 -3%
Norges Bank
11
Norges Bank
Norway
$9.37M 841,321 -181,352 -18%
VanEck Associates
12
VanEck Associates
New York
$8.72M 783,036 +20,957 +3%
Principal Financial Group
13
Principal Financial Group
Iowa
$7.57M 679,972 +585 +0.1%
AWA
14
Arete Wealth Advisors
Illinois
$7.46M 670,100 +41,300 +7%
AMH
15
Apollo Management Holdings
New York
$7.41M 665,573 – –
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$7.35M 789,761 +78,833 +11%
Ameriprise
17
Ameriprise
Minnesota
$7.32M 655,296 +12,697 +2%
LSV Asset Management
18
LSV Asset Management
Illinois
$6.35M 570,078 -900 -0.2%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$5.68M 509,680 -7,400 -1%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$5.59M 502,090 -305,707 -38%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$5.35M 480,258 -65,267 -12%
Citadel Advisors
22
Citadel Advisors
Florida
$5.32M 477,312 +71,098 +18%
Bank of America
23
Bank of America
North Carolina
$4.98M 447,303 -115,002 -20%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$4.92M 441,987 +3,420 +0.8%
GLA
25
Great Lakes Advisors
Illinois
$4.33M 389,026 +389,026 New
1
2 3 4 5