Rockefeller Capital Management
ARI

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

Rockefeller 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 		$1.02M Buy
97,048
+73,450
+311% +$765K ﹤0.01% 1602
2025
Q4 		$228K Buy
23,598
+10,197
+76% +$102K ﹤0.01% 2298
2025
Q3 		$136K Buy
+13,401
New +$137K ﹤0.01% 2420
2023
Q3 		– Sell
-22,499
Closed -$255K – 1500
2023
Q2 		$255K Buy
+22,499
New +$227K ﹤0.01% 1567
2023
Q1 		– Sell
-51,531
Closed -$554K – 2084
2022
Q4 		$554K Buy
51,531
+5,011
+11% +$54.7K ﹤0.01% 1240
2022
Q3 		$386K Buy
46,520
+11,548
+33% +$132K ﹤0.01% 1365
2022
Q2 		$364K Buy
+34,972
New +$429K ﹤0.01% 1385
2018
Q3 		– Sell
-450
Closed -$8K – 752
2018
Q2 		$8K Buy
+450
New +$8.24K ﹤0.01% 638

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Rockefeller Capital Management's ARI Position: Q1 2026 in Review

Rockefeller Capital Management increased its Apollo Commercial Real Estate (ARI) stake by 311% in Q1 2026, buying an estimated $765K and bringing the position to 97,048 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Rockefeller Capital Management first reported a position in ARI in Q2 2018 and has held it in 8 quarters since. 271 funds tracked by Wall St. Rank hold ARI as of Q1 2026.

  • Rockefeller Capital Management held 97,048 shares of Apollo Commercial Real Estate worth $1.02M as of Q1 2026.
  • Rockefeller Capital Management bought 73,450 Apollo Commercial Real Estate shares in Q1 2026, an estimated $765K.
  • Apollo Commercial Real Estate made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1602 holding.
  • Rockefeller Capital Management first reported a position in Apollo Commercial Real Estate in Q2 2018 and has held it in 8 quarters since.
  • 271 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.