Concourse Financial Group Securities’s Apollo Commercial Real Estate ARI Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-900	Closed	-$8.01K	–	130
2024 Q4	$8.01K	Hold	900	–	–	﹤0.01%	1770
2024 Q3	$8.5K	Hold	900	–	–	﹤0.01%	1733
2024 Q2	$9.13K	Hold	900	–	–	﹤0.01%	1707
2024 Q1	$10.3K	Hold	900	–	–	﹤0.01%	1692
2023 Q4	$10.9K	Hold	900	–	–	﹤0.01%	1656
2023 Q3	$9.43K	Hold	900	–	–	﹤0.01%	1662
2023 Q2	$10.5K	Hold	900	–	–	﹤0.01%	1638
2023 Q1	$8.69K	Hold	900	–	–	﹤0.01%	1703
2022 Q4	$10K	Buy	+900	New	+$9.83K	﹤0.01%	1650

Other funds holding ARI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Concourse Financial Group Securities's ARI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Apollo Commercial Real Estate (ARI) in Q1 2025, closing a stake of 900 shares — an estimated $8.01K sold.

Concourse Financial Group Securities first reported a position in ARI in Q4 2022 and held it in 9 quarters. The position peaked at $10.9K in Q4 2023. 249 funds tracked by Wall St. Rank hold ARI as of Q1 2025.

Concourse Financial Group Securities reported no remaining Apollo Commercial Real Estate position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 900 Apollo Commercial Real Estate shares in Q1 2025, an estimated $8.01K.
Concourse Financial Group Securities first reported a position in Apollo Commercial Real Estate in Q4 2022 and held it in 9 quarters.
Concourse Financial Group Securities's Apollo Commercial Real Estate position peaked at $10.9K in Q4 2023.
249 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.