Bank of Montreal
ARI

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

Bank of Montreal’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
2023
Q4 		– Sell
-22,100
Closed -$244K – 3965
2023
Q3 		$244K Sell
22,100
-2,300
-9% -$25K ﹤0.01% 2948
2023
Q2 		$276K Buy
24,400
+4,300
+21% +$43.4K ﹤0.01% 3010
2023
Q1 		$187K Buy
+20,100
New +$223K ﹤0.01% 3046
2015
Q1 		– Sell
-153,200
Closed -$2.51M – 3960
2014
Q4 		$2.51M Sell
153,200
-46,800
-23% -$768K ﹤0.01% 1324
2014
Q3 		$3.14M Buy
+200,000
New +$3.31M ﹤0.01% 1274

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
GCM
Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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. 183 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.
  • 183 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.