Jeff Yass’s Apollo Commercial Real Estate ARI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $965K | Sell |
90,400
-3,500
| -4% | -$38.1K | ﹤0.01% | 8292 |
|
|
2026
Q1 | $992K | Buy |
93,900
+46,600
| +99% | +$485K | ﹤0.01% | 7908 |
|
|
2025
Q4 | $458K | Buy |
47,300
+30,100
| +175% | +$301K | ﹤0.01% | 9001 |
|
|
2025
Q3 | $174K | Sell |
17,200
-13,200
| -43% | -$135K | ﹤0.01% | 11130 |
|
|
2025
Q2 | $294K | Sell |
30,400
-73,200
| -71% | -$690K | ﹤0.01% | 10378 |
|
|
2025
Q1 | $991K | Buy |
103,600
+65,300
| +170% | +$620K | ﹤0.01% | 7283 |
|
|
2024
Q4 | $332K | Sell |
38,300
-25,200
| -40% | -$227K | ﹤0.01% | 9599 |
|
|
2024
Q3 | $584K | Sell |
63,500
-53,400
| -46% | -$544K | ﹤0.01% | 8094 |
|
|
2024
Q2 | $1.14M | Sell |
116,900
-24,600
| -17% | -$254K | ﹤0.01% | 6277 |
|
|
2024
Q1 | $1.58M | Buy |
141,500
+33,900
| +32% | +$380K | ﹤0.01% | 5889 |
|
|
2023
Q4 | $1.26M | Sell |
107,600
-5,000
| -4% | -$53.5K | ﹤0.01% | 6410 |
|
|
2023
Q3 | $1.14M | Buy |
112,600
+18,400
| +20% | +$200K | ﹤0.01% | 6339 |
|
|
2023
Q2 | $1.07M | Buy |
94,200
+9,800
| +12% | +$98.9K | ﹤0.01% | 6532 |
|
|
2023
Q1 | $786K | Sell |
84,400
-20,600
| -20% | -$228K | ﹤0.01% | 7458 |
|
|
2022
Q4 | $1.13M | Sell |
105,000
-31,300
| -23% | -$342K | ﹤0.01% | 5897 |
|
|
2022
Q3 | $1.13M | Buy |
136,300
+36,400
| +36% | +$418K | ﹤0.01% | 6310 |
|
|
2022
Q2 | $1.04M | Buy |
99,900
+17,400
| +21% | +$213K | ﹤0.01% | 6438 |
|
|
2022
Q1 | $1.15M | Buy |
82,500
+25,500
| +45% | +$343K | ﹤0.01% | 6776 |
|
|
2021
Q4 | $750K | Sell |
57,000
-75,900
| -57% | -$1.1M | ﹤0.01% | 8063 |
|
|
2021
Q3 | $1.97M | Sell |
132,900
-57,200
| -30% | -$874K | ﹤0.01% | 5868 |
|
|
2021
Q2 | $3.03M | Buy |
190,100
+25,100
| +15% | +$388K | ﹤0.01% | 4999 |
|
|
2021
Q1 | $2.31M | Buy |
165,000
+13,800
| +9% | +$177K | ﹤0.01% | 5579 |
|
|
2020
Q4 | $1.69M | Sell |
151,200
-49,700
| -25% | -$510K | ﹤0.01% | 5469 |
|
|
2020
Q3 | $1.81M | Buy |
200,900
+111,000
| +123% | +$1.02M | ﹤0.01% | 4812 |
|
|
2020
Q2 | $882K | Buy |
89,900
+63,000
| +234% | +$535K | ﹤0.01% | 6199 |
|
|
2020
Q1 | $200K | Buy |
+26,900
| New | +$420K | ﹤0.01% | 8691 |
|
|
2017
Q1 | – | Sell |
-116,600
| Closed | -$1.94M | – | 8887 |
|
|
2016
Q4 | $1.94M | Buy |
116,600
+8,200
| +8% | +$138K | ﹤0.01% | 4132 |
|
|
2016
Q3 | $1.77M | Buy |
108,400
+23,500
| +28% | +$386K | ﹤0.01% | 3758 |
|
|
2016
Q2 | $1.36M | Buy |
84,900
+67,800
| +396% | +$1.09M | ﹤0.01% | 4234 |
|
|
2016
Q1 | $279K | Buy |
+17,100
| New | +$275K | ﹤0.01% | 7378 |
|
|
2014
Q2 | – | Sell |
-14,700
| Closed | -$244K | – | 9723 |
|
|
2014
Q1 | $244K | Buy |
+14,700
| New | +$245K | ﹤0.01% | 7922 |
|
Other funds holding ARI
NSGL
Jeff Yass's ARI Position: Q2 2026 in Review
Jeff Yass increased its Apollo Commercial Real Estate (ARI) stake by 379% in Q2 2026, buying an estimated $13.9M and bringing the position to 1,614,946 shares worth $17.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2636.
Jeff Yass first reported a position in ARI in Q1 2014 and has held it in 43 quarters since. 283 funds tracked by Wall St. Rank hold ARI as of Q2 2026.
- Jeff Yass held 1,614,946 shares of Apollo Commercial Real Estate worth $17.2M as of Q2 2026.
- Jeff Yass bought 1,277,540 Apollo Commercial Real Estate shares in Q2 2026, an estimated $13.9M.
- Apollo Commercial Real Estate made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2636 holding.
- Jeff Yass first reported a position in Apollo Commercial Real Estate in Q1 2014 and has held it in 43 quarters since.
- 283 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.