EP
ARI

Edgestream Partners’s Apollo Commercial Real Estate ARI Stock Holding History

Edgestream Partners’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
Q2 		$4.21M Sell
394,035
-107,506
-21% -$1.17M 0.13% 304
2026
Q1 		$5.3M Sell
501,541
-45,869
-8% -$478K 0.17% 219
2025
Q4 		$5.3M Buy
547,410
+83,950
+18% +$840K 0.15% 230
2025
Q3 		$4.69M Sell
463,460
-86,452
-16% -$881K 0.14% 266
2025
Q2 		$5.32M Buy
+549,912
New +$5.18M 0.15% 281

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Edgestream Partners's ARI Position: Q2 2026 in Review

Edgestream Partners reduced its Apollo Commercial Real Estate (ARI) stake by 21% in Q2 2026, selling an estimated $1.17M and leaving 394,035 shares worth $4.21M. The position accounts for 0.13% of the portfolio, ranked #304.

Edgestream Partners first reported a position in ARI in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.32M in Q2 2025. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Edgestream Partners held 394,035 shares of Apollo Commercial Real Estate worth $4.21M as of Q2 2026.
  • Edgestream Partners sold 107,506 Apollo Commercial Real Estate shares in Q2 2026, an estimated $1.17M.
  • Apollo Commercial Real Estate made up 0.13% of Edgestream Partners's portfolio in Q2 2026, its #304 holding.
  • Edgestream Partners first reported a position in Apollo Commercial Real Estate in Q2 2025 and has held it in 5 quarters since.
  • Edgestream Partners's Apollo Commercial Real Estate position peaked at $5.32M in Q2 2025.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.