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ARI

Apollo Commercial Real Estate

239 hedge funds and large institutions have $772M invested in Apollo Commercial Real Estate in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 83 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $700M → $772M (+$71.3M)

1.41% more ownership

Funds ownership: 54.99%56.4% (+1.4%)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

7% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $1.01M

0% less funds holding

Funds holding: 240239 (-1)

7% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 83

Holders
239
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
77
Reduced
83
Closed
34
Calls
$1.08M
Puts
$1.01M
Net Calls
+$74K
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$195M -$1.51M -168,052 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$132M +$1.22M +135,785 +0.9%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$95.3M +$1.76K +196 +2%
State Street
4
State Street
Massachusetts
$47.9M +$2.17M +241,122 +5%
Nomura Holdings
5
Nomura Holdings
Japan
$31.7M +$32.9M +3,658,622 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$26.8M -$749K -83,352 -3%
Charles Schwab
7
Charles Schwab
California
$19.6M +$1.46M +162,089 +8%
Morgan Stanley
8
Morgan Stanley
New York
$16.6M -$875K -97,378 -5%
Northern Trust
9
Northern Trust
Illinois
$15.1M +$2.04M +226,399 +15%
VanEck Associates
10
VanEck Associates
New York
$9.21M +$1.03M +115,109 +12%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.86M +$506K +56,284 +6%
Mirae Asset Global ETFs Holdings
12
Mirae Asset Global ETFs Holdings
Hong Kong
$8.46M -$5.9M -656,296 -40%
Invesco
13
Invesco
Georgia
$8.02M -$7.9M -878,285 -49%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$6.85M +$1.92M +213,250 +37%
Citadel Advisors
15
Citadel Advisors
Florida
$6.22M +$1.65M +184,033 +34%
CWA
16
Cura Wealth Advisors
Illinois
$5.97M +$6.2M +689,100 New
N
17
Nuveen
North Carolina
$5.77M +$1.26M +139,643 +26%
AMH
18
Apollo Management Holdings
New York
$5.76M
Principal Financial Group
19
Principal Financial Group
Iowa
$5.34M +$144K +16,040 +3%
Goldman Sachs
20
Goldman Sachs
New York
$5.25M +$281K +31,212 +5%
UBS Group
21
UBS Group
Switzerland
$4.99M +$1.73M +192,020 +50%
AAM
22
Advisors Asset Management
Colorado
$4.79M +$757K +84,251 +18%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.16M +$2.44M +271,908 +130%
UBS AM
24
UBS AM
Illinois
$3.89M +$620K +68,976 +18%
Ameriprise
25
Ameriprise
Minnesota
$3.73M +$132K +14,682 +4%