Swan Capital’s Apollo Commercial Real Estate ARI Stock Holding History

Swan Capital’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
2025 Q1	–	Sell	-426	Closed	-$3.69K	–	387
2024 Q4	$3.69K	Buy	+426	New	+$3.83K	﹤0.01%	195

Other funds holding ARI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Swan Capital's ARI Position: Q1 2025 in Review

Swan Capital sold out of Apollo Commercial Real Estate (ARI) in Q1 2025, closing a stake of 426 shares — an estimated $3.69K sold.

Swan Capital first reported a position in ARI in Q4 2024 and held it in 1 quarter. The position peaked at $3.69K in Q4 2024. 249 funds tracked by Wall St. Rank hold ARI as of Q1 2025.

Swan Capital reported no remaining Apollo Commercial Real Estate position as of Q1 2025 after selling out during the quarter.
Swan Capital sold 426 Apollo Commercial Real Estate shares in Q1 2025, an estimated $3.69K.
Swan Capital first reported a position in Apollo Commercial Real Estate in Q4 2024 and held it in 1 quarter.
Swan Capital's Apollo Commercial Real Estate position peaked at $3.69K in Q4 2024.
249 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2025.

Based on Swan Capital's 13F filing for Q1 2025, filed 23 May 2025.