SIC
ARI

Samalin Investment Counsel’s Apollo Commercial Real Estate ARI Stock Holding History

Samalin Investment Counsel’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 		$613K Sell
57,436
-14,823
-21% -$161K 0.19% 134
2026
Q1 		$763K Sell
72,259
-11,423
-14% -$119K 0.27% 107
2025
Q4 		$810K Buy
83,682
+1,751
+2% +$17.5K 0.29% 101
2025
Q3 		$830K Buy
81,931
+863
+1% +$8.8K 0.29% 101
2025
Q2 		$785K Buy
81,068
+4,583
+6% +$43.2K 0.3% 93
2025
Q1 		$732K Buy
76,485
+16,394
+27% +$156K 0.3% 100
2024
Q4 		$520K Sell
60,091
-16,531
-22% -$149K 0.22% 140
2024
Q3 		$704K Buy
76,622
+2,505
+3% +$25.5K 0.31% 100
2024
Q2 		$726K Buy
74,117
+5,250
+8% +$54.1K 0.34% 82
2024
Q1 		$767K Buy
68,867
+738
+1% +$8.27K 0.37% 74
2023
Q4 		$800K Buy
68,129
+11,373
+20% +$122K 0.4% 71
2023
Q3 		$575K Buy
56,756
+4,930
+10% +$53.7K 0.33% 93
2023
Q2 		$587K Buy
51,826
+6,695
+15% +$67.6K 0.32% 92
2023
Q1 		$420K Buy
45,131
+3,231
+8% +$35.8K 0.25% 118
2022
Q4 		$451K Sell
41,900
-692
-2% -$7.56K 0.28% 109
2022
Q3 		$354K Buy
42,592
+1,179
+3% +$13.5K 0.26% 117
2022
Q2 		$432K Sell
41,413
-930
-2% -$11.4K 0.3% 100
2022
Q1 		$590K Sell
42,343
-2,400
-5% -$32.3K 0.36% 78
2021
Q4 		$589K Sell
44,743
-3,284
-7% -$47.4K 0.35% 81
2021
Q3 		$712K Sell
48,027
-718
-1% -$11K 0.46% 57
2021
Q2 		$777K Sell
48,745
-1,956
-4% -$30.2K 0.5% 49
2021
Q1 		$708K Buy
50,701
+6,051
+14% +$77.6K 0.48% 63
2020
Q4 		$499K Buy
44,650
+770
+2% +$7.89K 0.37% 81
2020
Q3 		$395K Sell
43,880
-842
-2% -$7.75K 0.35% 92
2020
Q2 		$438K Sell
44,722
-535
-1% -$4.54K 0.46% 65
2020
Q1 		$335K Buy
45,257
+1,781
+4% +$27.8K 0.45% 69
2019
Q4 		$795K Buy
+43,476
New +$803K 0.67% 32

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

Samalin Investment Counsel's ARI Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Apollo Commercial Real Estate (ARI) stake by 21% in Q2 2026, selling an estimated $161K and leaving 57,436 shares worth $613K. The position accounts for 0.19% of the portfolio, ranked #134.

Samalin Investment Counsel first reported a position in ARI in Q4 2019 and has held it in 27 quarters since. The position peaked at $830K in Q3 2025. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Samalin Investment Counsel held 57,436 shares of Apollo Commercial Real Estate worth $613K as of Q2 2026.
  • Samalin Investment Counsel sold 14,823 Apollo Commercial Real Estate shares in Q2 2026, an estimated $161K.
  • Apollo Commercial Real Estate made up 0.19% of Samalin Investment Counsel's portfolio in Q2 2026, its #134 holding.
  • Samalin Investment Counsel first reported a position in Apollo Commercial Real Estate in Q4 2019 and has held it in 27 quarters since.
  • Samalin Investment Counsel's Apollo Commercial Real Estate position peaked at $830K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.