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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
Q2 		$2.61K Hold
244
– – ﹤0.01% 864
2026
Q1 		$2.58K Buy
+244
New +$2.54K ﹤0.01% 670

Other funds holding ARI

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Vanguard Portfolio Management
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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 $3.38T AUM 44.17% 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
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Synergy Investment Management's ARI Position: Q2 2026 in Review

Synergy Investment Management held its Apollo Commercial Real Estate (ARI) position steady in Q2 2026 at 244 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Synergy Investment Management first reported a position in ARI in Q1 2026 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Synergy Investment Management held 244 shares of Apollo Commercial Real Estate worth $2.61K as of Q2 2026.
  • Synergy Investment Management left its Apollo Commercial Real Estate share count unchanged in Q2 2026.
  • Apollo Commercial Real Estate made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #864 holding.
  • Synergy Investment Management first reported a position in Apollo Commercial Real Estate in Q1 2026 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.