We are live on ! Find out more
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
BlackRock
1
BlackRock
New York
$208M +$19.9K +1,950 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$139M -$3.27M -320,978 -2%
State Street
3
State Street
Massachusetts
$48.5M -$624K -61,247 -1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$29.2M -$315K -30,915 -1%
Charles Schwab
5
Charles Schwab
California
$19.3M -$225K -22,068 -1%
Morgan Stanley
6
Morgan Stanley
New York
$18.5M -$213K -20,911 -1%
Invesco
7
Invesco
Georgia
$16.6M +$1.37M +133,967 +8%
Mirae Asset Global ETFs Holdings
8
Mirae Asset Global ETFs Holdings
Hong Kong
$15M +$226K +22,180 +1%
Northern Trust
9
Northern Trust
Illinois
$14M +$86.5K +8,482 +0.6%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$12.8M -$3.8M -372,460 -21%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.88M -$1.1M -108,139 -10%
VanEck Associates
12
VanEck Associates
New York
$8.29M -$876K -85,914 -8%
AMH
13
Apollo Management Holdings
New York
$6.12M
Principal Financial Group
14
Principal Financial Group
Iowa
$5.52M -$461K -45,235 -7%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$5.31M +$63.2K +6,200 +1%
Goldman Sachs
16
Goldman Sachs
New York
$5.28M +$2.08M +203,853 +55%
Citadel Advisors
17
Citadel Advisors
Florida
$4.91M -$382K -37,470 -7%
N
18
Nuveen
North Carolina
$4.88M +$751K +73,639 +16%
Norges Bank
19
Norges Bank
Norway
$4.72M -$1.55M -151,757 -23%
AAM
20
Advisors Asset Management
Colorado
$4.3M +$2M +196,122 +72%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.15M +$1.23M +120,892 +37%
Ameriprise
22
Ameriprise
Minnesota
$3.83M -$463K -45,389 -10%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$3.77M -$216K -21,194 -5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.69M +$1.22M +119,311 +42%
UBS Group
25
UBS Group
Switzerland
$3.54M +$416K +40,839 +12%

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.