NSGL
ARI

No Street GP LP’s Apollo Commercial Real Estate ARI Stock Holding History

No Street GP LP’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
2026
Q2 		$26.1M Sell
2,440,900
-909,100
-27% -$9.9M 1.57% 26
2026
Q1 		$35.4M Buy
3,350,000
+118,905
+4% +$1.24M 2.36% 21
2025
Q4 		$31.3M Buy
3,231,095
+231,095
+8% +$2.31M 2.11% 18
2025
Q3 		$30.4M Buy
3,000,000
+750,000
+33% +$7.64M 2% 19
2025
Q2 		$21.8M Buy
+2,250,000
New +$21.2M 1.6% 17

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

No Street GP LP's ARI Position: Q2 2026 in Review

No Street GP LP reduced its Apollo Commercial Real Estate (ARI) stake by 27% in Q2 2026, selling an estimated $9.9M and leaving 2,440,900 shares worth $26.1M. The position accounts for 1.57% of the portfolio, ranked #26.

No Street GP LP first reported a position in ARI in Q2 2025 and has held it in 5 quarters since. The position peaked at $35.4M in Q1 2026. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • No Street GP LP held 2,440,900 shares of Apollo Commercial Real Estate worth $26.1M as of Q2 2026.
  • No Street GP LP sold 909,100 Apollo Commercial Real Estate shares in Q2 2026, an estimated $9.9M.
  • Apollo Commercial Real Estate made up 1.57% of No Street GP LP's portfolio in Q2 2026, its #26 holding.
  • No Street GP LP first reported a position in Apollo Commercial Real Estate in Q2 2025 and has held it in 5 quarters since.
  • No Street GP LP's Apollo Commercial Real Estate position peaked at $35.4M in Q1 2026.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on No Street GP LP's 13F filing for Q2 2026, filed 14 Aug 2026.