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Callodine Capital Management, LP: APO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Callodine Capital Management, LP on APO, newest first. How the timeline and the estimate are built.

Callodine Capital Management, LP held 250,318 APO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,318 shares
    Change vs previous 13F -188,186 shares

    1.95% of the 13F portfolio, value $29,615,123.

    13F-HR 0001741675-26-000004 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 438,504 shares
    Change vs previous 13F -22,222 shares

    3.45% of the 13F portfolio, value $48,858,116.

    13F-HR 0001741675-26-000003 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 460,726 shares
    Change vs previous 13F +134,346 shares

    5.36% of the 13F portfolio, value $66,694,696.

    13F-HR 0001741675-26-000002 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 326,380 shares
    Change vs previous 13F +56,380 shares

    3.81% of the 13F portfolio, value $43,496,663.

    13F-HR 0001741675-25-000005 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 270,000 shares
    Change vs previous 13F +189,693 shares

    3.97% of the 13F portfolio, value $38,304,900.

    13F-HR 0001085146-25-005015 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 80,307 shares
    Change vs previous 13F +80,307 shares

    1.83% of the 13F portfolio, value $10,997,241.

    13F-HR 0001085146-25-003152 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -65,000 shares

    13F-HR 0001085146-25-001309 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 65,000 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $8,119,150.

    13F-HR 0001085146-24-005620 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).