LDB
ARI

Lee, Danner & Bass’s Apollo Commercial Real Estate ARI Stock Holding History

Lee, Danner & Bass’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
-100
Closed -$866 – 250
2024
Q4 		$866 Buy
+100
New +$899 ﹤0.01% 718

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Lee, Danner & Bass's ARI Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Apollo Commercial Real Estate (ARI) in Q1 2025, closing a stake of 100 shares — an estimated $866 sold.

Lee, Danner & Bass first reported a position in ARI in Q4 2024 and held it in 1 quarter. The position peaked at $866 in Q4 2024. 249 funds tracked by Wall St. Rank hold ARI as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Apollo Commercial Real Estate position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 100 Apollo Commercial Real Estate shares in Q1 2025, an estimated $866.
  • Lee, Danner & Bass first reported a position in Apollo Commercial Real Estate in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Apollo Commercial Real Estate position peaked at $866 in Q4 2024.
  • 249 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.