Novare Capital Management’s Apollo Commercial Real Estate ARI Stock Holding History

Novare 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
2026 Q1	$1.21M	Buy	114,175 +5,500	+5%	+$57.3K	0.1%	105
2025 Q4	$1.05M	Buy	108,675 +36,000	+50%	+$360K	0.08%	111
2025 Q3	$736K	Buy	72,675 +21,925	+43%	+$223K	0.06%	126
2025 Q2	$491K	Sell	50,750 -7,350	-13%	-$69.3K	0.04%	139
2025 Q1	$556K	Buy	58,100 +8,300	+17%	+$78.8K	0.05%	138
2024 Q4	$431K	Sell	49,800 -31,250	-39%	-$281K	0.04%	142
2024 Q3	$745K	Buy	81,050 +45,250	+126%	+$461K	0.06%	124
2024 Q2	$350K	Buy	35,800 +600	+2%	+$6.19K	0.03%	141
2024 Q1	$392K	Sell	35,200 -1,500	-4%	-$16.8K	0.04%	136
2023 Q4	$431K	Buy	+36,700	New	+$393K	0.04%	133

Other funds holding ARI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return