AIS
ARI

AM Investment Strategies’s Apollo Commercial Real Estate ARI Stock Holding History

AM Investment Strategies’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-155,731
Closed -$1.51M – 113
2025
Q4 		$1.51M Buy
155,731
+3,768
+2% +$37.7K 0.31% 45
2025
Q3 		$1.54M Buy
151,963
+3,715
+3% +$37.9K 0.33% 43
2025
Q2 		$1.44M Buy
148,248
+33,581
+29% +$316K 0.34% 42
2025
Q1 		$1.1M Buy
114,667
+3,169
+3% +$30.1K 0.27% 49
2024
Q4 		$966K Buy
111,498
+3,081
+3% +$27.7K 0.24% 52
2024
Q3 		$996K Buy
108,417
+18,423
+20% +$188K 0.24% 53
2024
Q2 		$881K Buy
89,994
+27,038
+43% +$279K 0.22% 57
2024
Q1 		$701K Buy
62,956
+32,501
+107% +$364K 0.18% 62
2023
Q4 		$358K Buy
+30,455
New +$326K 0.1% 78

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AM Investment Strategies's ARI Position: Q1 2026 in Review

AM Investment Strategies sold out of Apollo Commercial Real Estate (ARI) in Q1 2026, closing a stake of 155,731 shares — an estimated $1.51M sold.

AM Investment Strategies first reported a position in ARI in Q4 2023 and held it in 9 quarters. The position peaked at $1.54M in Q3 2025. 271 funds tracked by Wall St. Rank hold ARI as of Q1 2026.

  • AM Investment Strategies reported no remaining Apollo Commercial Real Estate position as of Q1 2026 after selling out during the quarter.
  • AM Investment Strategies sold 155,731 Apollo Commercial Real Estate shares in Q1 2026, an estimated $1.51M.
  • AM Investment Strategies first reported a position in Apollo Commercial Real Estate in Q4 2023 and held it in 9 quarters.
  • AM Investment Strategies's Apollo Commercial Real Estate position peaked at $1.54M in Q3 2025.
  • 271 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2026.

Based on AM Investment Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.