Bank of Montreal’s Apollo Commercial Real Estate ARI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$701K Sell
65,631
-6,358
-9% -$69.3K ﹤0.01% 2279
2026
Q1
$760K Buy
71,989
+6,044
+9% +$62.9K ﹤0.01% 2185
2025
Q4
$638K Buy
65,945
+1,980
+3% +$19.8K ﹤0.01% 2189
2025
Q3
$648K Sell
63,965
-6,155
-9% -$62.7K ﹤0.01% 2153
2025
Q2
$679K Sell
70,120
-789
-1% -$7.43K ﹤0.01% 2101
2025
Q1
$679K Buy
70,909
+6,593
+10% +$62.6K ﹤0.01% 2008
2024
Q4
$557K Sell
64,316
-3,684
-5% -$33.1K ﹤0.01% 2177
2024
Q3
$641K Buy
68,000
+14,752
+28% +$150K ﹤0.01% 2263
2024
Q2
$538K Buy
53,248
+5,476
+11% +$56.5K ﹤0.01% 2359
2024
Q1
$533K Buy
47,772
+4,074
+9% +$45.7K ﹤0.01% 2399
2023
Q4
$539K Buy
43,698
+25,049
+134% +$268K ﹤0.01% 2445
2023
Q3
$206K Sell
18,649
-4,851
-21% -$52.8K ﹤0.01% 3048
2023
Q2
$266K Buy
23,500
+78
+0.3% +$787 ﹤0.01% 3038
2023
Q1
$218K Buy
23,422
+3,627
+18% +$40.1K ﹤0.01% 2961
2022
Q4
$221K Buy
19,795
+2,634
+15% +$28.8K ﹤0.01% 3097
2022
Q3
$191 Sell
17,161
-1,313
-7% -$15.1K ﹤0.01% 3227
2022
Q2
$205 Sell
18,474
-21,883
-54% -$268K ﹤0.01% 3255
2022
Q1
$575K Buy
40,357
+595
+1% +$8.01K ﹤0.01% 2732
2021
Q4
$520K Sell
39,762
-9,063
-19% -$131K ﹤0.01% 2354
2021
Q3
$766K Buy
48,825
+4,149
+9% +$63.4K ﹤0.01% 2645
2021
Q2
$737K Buy
44,676
+5,889
+15% +$90.9K ﹤0.01% 2642
2021
Q1
$559K Sell
38,787
-718
-2% -$9.21K ﹤0.01% 2568
2020
Q4
$444K Buy
39,505
+23,787
+151% +$244K ﹤0.01% 2761
2020
Q3
$146K Sell
15,718
-5,392
-26% -$49.6K ﹤0.01% 2881
2020
Q2
$186K Buy
21,110
+12,795
+154% +$109K ﹤0.01% 2770
2020
Q1
$45K Sell
8,315
-20,087
-71% -$314K ﹤0.01% 2924
2019
Q4
$519K Buy
28,402
+5,599
+25% +$103K ﹤0.01% 2651
2019
Q3
$438K Buy
22,803
+635
+3% +$12K ﹤0.01% 2481
2019
Q2
$408K Buy
22,168
+12,703
+134% +$236K ﹤0.01% 2536
2019
Q1
$171K Sell
9,465
-1,929
-17% -$34.7K ﹤0.01% 2791
2018
Q4
$190K Buy
11,394
+763
+7% +$14.1K ﹤0.01% 2606
2018
Q3
$201K Sell
10,631
-81
-0.8% -$1.55K ﹤0.01% 2744
2018
Q2
$195K Buy
10,712
+1,250
+13% +$22.9K ﹤0.01% 2771
2018
Q1
$170K Sell
9,462
-553
-6% -$10.1K ﹤0.01% 2703
2017
Q4
$184K Sell
10,015
-3,629
-27% -$66.9K ﹤0.01% 2717
2017
Q3
$247K Buy
13,644
+3,586
+36% +$64.9K ﹤0.01% 2577
2017
Q2
$186K Buy
10,058
+707
+8% +$13.2K ﹤0.01% 2688
2017
Q1
$176K Sell
9,351
-267,004
-97% -$4.74M ﹤0.01% 2541
2016
Q4
$4.74M Buy
276,355
+270,000
+4,249% +$4.53M 0.01% 1116
2016
Q3
$104K Buy
6,355
+1,036
+19% +$17K ﹤0.01% 2755
2016
Q2
$86K Sell
5,319
-15,158
-74% -$243K ﹤0.01% 2866
2016
Q1
$334K Buy
20,477
+3,975
+24% +$63.9K ﹤0.01% 2210
2015
Q4
$285K Buy
16,502
+9,486
+135% +$162K ﹤0.01% 2224
2015
Q3
$110K Hold
7,016
﹤0.01% 2573
2015
Q2
$115K Buy
7,016
+2,022
+40% +$34.7K ﹤0.01% 2674
2015
Q1
$85K Sell
4,994
-3,185
-39% -$53.6K ﹤0.01% 2698
2014
Q4
$134K Sell
8,179
-812
-9% -$13.3K ﹤0.01% 2641
2014
Q3
$142K Buy
8,991
+2,838
+46% +$47K ﹤0.01% 2674
2014
Q2
$101K Buy
6,153
+946
+18% +$15.8K ﹤0.01% 2832
2014
Q1
$87K Buy
5,207
+1,530
+42% +$25.5K ﹤0.01% 2867
2013
Q4
$60K Buy
3,677
+744
+25% +$12.1K ﹤0.01% 2777
2013
Q3
$45K Sell
2,933
-3,155
-52% -$49.2K ﹤0.01% 2872
2013
Q2
$97K Buy
+6,088
New +$105K ﹤0.01% 2448

Other funds holding ARI

Bank of Montreal's ARI Position: Q2 2026 in Review

Bank of Montreal reduced its Apollo Commercial Real Estate (ARI) stake by 8.8% in Q2 2026, selling an estimated $69.3K and leaving 65,631 shares worth $701K. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

Bank of Montreal first reported a position in ARI in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.74M in Q4 2016. 260 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Bank of Montreal held 65,631 shares of Apollo Commercial Real Estate worth $701K as of Q2 2026.
  • Bank of Montreal sold 6,358 Apollo Commercial Real Estate shares in Q2 2026, an estimated $69.3K.
  • Apollo Commercial Real Estate made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2279 holding.
  • Bank of Montreal first reported a position in Apollo Commercial Real Estate in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Apollo Commercial Real Estate position peaked at $4.74M in Q4 2016.
  • 260 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.