ECM
ARI

Evergreen Capital Management’s Apollo Commercial Real Estate ARI Stock Holding History

Evergreen Capital 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
Q4 		– Sell
-15,689
Closed -$163K – 1425
2025
Q3 		$163K Buy
+15,689
New +$160K ﹤0.01% 1249
2025
Q2 		– Sell
-15,593
Closed -$153K – 1140
2025
Q1 		$153K Buy
15,593
+1,155
+8% +$11K 0.01% 1033
2024
Q4 		$129K Sell
14,438
-1,401
-9% -$12.6K ﹤0.01% 1034
2024
Q3 		$150K Sell
15,839
-10,550
-40% -$108K 0.01% 967
2024
Q2 		$268K Buy
26,389
+6,286
+31% +$64.8K 0.01% 705
2024
Q1 		$231K Buy
20,103
+4,797
+31% +$53.8K 0.01% 734
2023
Q4 		$185K Sell
15,306
-8,746
-36% -$93.6K 0.01% 782
2023
Q3 		$252K Buy
24,052
+450
+2% +$4.9K 0.01% 624
2023
Q2 		$275K Buy
23,602
+4,328
+22% +$43.7K 0.01% 602
2023
Q1 		$185K Buy
+19,274
New +$213K 0.01% 662

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Geode Capital Management
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Mirae Asset Global ETFs Holdings
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return