NCM
ARI

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
Q2 		$1.35M Buy
126,575
+12,400
+11% +$135K 0.1% 105
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
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
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 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

Novare Capital Management's ARI Position: Q2 2026 in Review

Novare Capital Management increased its Apollo Commercial Real Estate (ARI) stake by 11% in Q2 2026, buying an estimated $135K and bringing the position to 126,575 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #105.

Novare Capital Management first reported a position in ARI in Q4 2023 and has held it in 11 quarters since. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Novare Capital Management held 126,575 shares of Apollo Commercial Real Estate worth $1.35M as of Q2 2026.
  • Novare Capital Management bought 12,400 Apollo Commercial Real Estate shares in Q2 2026, an estimated $135K.
  • Apollo Commercial Real Estate made up 0.1% of Novare Capital Management's portfolio in Q2 2026, its #105 holding.
  • Novare Capital Management first reported a position in Apollo Commercial Real Estate in Q4 2023 and has held it in 11 quarters since.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.