Synergy Investment Management’s Apollo Commercial Real Estate ARI Stock Holding History

Synergy Investment 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	$2.58K	Buy	+244	New	+$2.54K	﹤0.01%	670

Other funds holding ARI

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Synergy Investment Management's ARI Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Apollo Commercial Real Estate (ARI) in Q1 2026: 244 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings.

271 funds tracked by Wall St. Rank hold ARI as of Q1 2026.

Synergy Investment Management held 244 shares of Apollo Commercial Real Estate worth $2.58K as of Q1 2026.
Apollo Commercial Real Estate was a new Synergy Investment Management position in Q1 2026.
Apollo Commercial Real Estate made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #670 holding.
271 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.