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

Other funds holding ARI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evergreen Capital Management's ARI Position: Q4 2025 in Review

Evergreen Capital Management sold out of Apollo Commercial Real Estate (ARI) in Q4 2025, closing a stake of 15,689 shares — an estimated $163K sold.

Evergreen Capital Management first reported a position in ARI in Q1 2023 and held it in 10 quarters. The position peaked at $275K in Q2 2023. 261 funds tracked by Wall St. Rank hold ARI as of Q4 2025.

Evergreen Capital Management reported no remaining Apollo Commercial Real Estate position as of Q4 2025 after selling out during the quarter.
Evergreen Capital Management sold 15,689 Apollo Commercial Real Estate shares in Q4 2025, an estimated $163K.
Evergreen Capital Management first reported a position in Apollo Commercial Real Estate in Q1 2023 and held it in 10 quarters.
Evergreen Capital Management's Apollo Commercial Real Estate position peaked at $275K in Q2 2023.
261 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.