Marshall Wace
ARI

Marshall Wace’s Apollo Commercial Real Estate ARI Stock Holding History

Marshall Wace’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
-144,562
Closed -$1.46M – 2939
2025
Q3 		$1.46M Sell
144,562
-311,251
-68% -$3.17M ﹤0.01% 1764
2025
Q2 		$4.41M Buy
455,813
+7,563
+2% +$71.3K 0.01% 1204
2025
Q1 		$4.29M Buy
448,250
+337,816
+306% +$3.21M 0.01% 1137
2024
Q4 		$956K Buy
+110,434
New +$993K ﹤0.01% 1756
2023
Q2 		– Sell
-78,612
Closed -$732K – 2443
2023
Q1 		$732K Buy
+78,612
New +$870K ﹤0.01% 1948
2020
Q4 		– Sell
-35,238
Closed -$317K – 1859
2020
Q3 		$317K Buy
+35,238
New +$324K ﹤0.01% 1357
2019
Q2 		– Sell
-54,348
Closed -$989K – 1333
2019
Q1 		$989K Buy
+54,348
New +$978K 0.01% 931
2017
Q1 		– Sell
-266,130
Closed -$4.42M – 328
2016
Q4 		$4.42M Buy
+266,130
New +$4.47M 0.03% 499
2015
Q2 		– Sell
-203,645
Closed -$3.5M – 892
2015
Q1 		$3.5M Buy
+203,645
New +$3.43M 0.05% 383

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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 $1.02T AUM 30.18% 1-Year Est. Return

Marshall Wace's ARI Position: Q4 2025 in Review

Marshall Wace sold out of Apollo Commercial Real Estate (ARI) in Q4 2025, closing a stake of 144,562 shares — an estimated $1.46M sold.

Marshall Wace first reported a position in ARI in Q1 2015 and held it in 9 quarters. The position peaked at $4.42M in Q4 2016. 261 funds tracked by Wall St. Rank hold ARI as of Q4 2025.

  • Marshall Wace reported no remaining Apollo Commercial Real Estate position as of Q4 2025 after selling out during the quarter.
  • Marshall Wace sold 144,562 Apollo Commercial Real Estate shares in Q4 2025, an estimated $1.46M.
  • Marshall Wace first reported a position in Apollo Commercial Real Estate in Q1 2015 and held it in 9 quarters.
  • Marshall Wace's Apollo Commercial Real Estate position peaked at $4.42M in Q4 2016.
  • 261 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.