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Baker Avenue Asset Management’s Apollo Commercial Real Estate ARI Stock Holding History

Baker Avenue Asset Management’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
2025
Q2 		– Sell
-90,577
Closed -$867K – 505
2025
Q1 		$867K Buy
90,577
+969
+1% +$9.2K 0.03% 249
2024
Q4 		$776K Sell
89,608
-79,681
-47% -$716K 0.02% 256
2024
Q3 		$1.56M Buy
169,289
+11,179
+7% +$114K 0.05% 204
2024
Q2 		$1.55M Buy
158,110
+694
+0.4% +$7.16K 0.05% 194
2024
Q1 		$1.75M Buy
157,416
+2,270
+1% +$25.4K 0.07% 179
2023
Q4 		$1.82M Buy
155,146
+88,821
+134% +$951K 0.08% 167
2023
Q3 		$672K Buy
66,325
+5,853
+10% +$63.7K 0.03% 237
2023
Q2 		$685K Buy
60,472
+6,854
+13% +$69.2K 0.03% 228
2023
Q1 		$499K Buy
+53,618
New +$594K 0.03% 261

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baker Avenue Asset Management's ARI Position: Q2 2025 in Review

Baker Avenue Asset Management sold out of Apollo Commercial Real Estate (ARI) in Q2 2025, closing a stake of 90,577 shares — an estimated $867K sold.

Baker Avenue Asset Management first reported a position in ARI in Q1 2023 and held it in 9 quarters. The position peaked at $1.82M in Q4 2023. 253 funds tracked by Wall St. Rank hold ARI as of Q2 2025.

  • Baker Avenue Asset Management reported no remaining Apollo Commercial Real Estate position as of Q2 2025 after selling out during the quarter.
  • Baker Avenue Asset Management sold 90,577 Apollo Commercial Real Estate shares in Q2 2025, an estimated $867K.
  • Baker Avenue Asset Management first reported a position in Apollo Commercial Real Estate in Q1 2023 and held it in 9 quarters.
  • Baker Avenue Asset Management's Apollo Commercial Real Estate position peaked at $1.82M in Q4 2023.
  • 253 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2025.

Based on Baker Avenue Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.