TCM
ARI

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

Triumph 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 		$575K Buy
53,160
+181
+0.3% +$1.88K 0.12% 169
2025
Q4 		$513K Sell
52,979
-6,556
-11% -$65.6K 0.11% 167
2025
Q3 		$603K Buy
59,535
+4,761
+9% +$48.5K 0.16% 143
2025
Q2 		$530K Sell
54,774
-11,293
-17% -$106K 0.16% 154
2025
Q1 		$632K Sell
66,067
-1,767
-3% -$16.8K 0.21% 126
2024
Q4 		$587K Buy
67,834
+25,000
+58% +$225K 0.2% 130
2024
Q3 		$401K Buy
42,834
+8,328
+24% +$84.9K 0.14% 159
2024
Q2 		$350K Buy
34,506
+5,068
+17% +$52.3K 0.14% 160
2024
Q1 		$322K Sell
29,438
-100
-0.3% -$1.12K 0.13% 160
2023
Q4 		$357K Sell
29,538
-22,778
-44% -$244K 0.15% 131
2023
Q3 		$548K Buy
52,316
+14,236
+37% +$155K 0.25% 93
2023
Q2 		$444K Buy
+38,080
New +$384K 0.2% 108
2023
Q1 		– Sell
-29,728
Closed -$320K – 194
2022
Q4 		$320K Buy
+29,728
New +$325K 0.17% 133

Other funds holding ARI

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VPM
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VCM
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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 $653B AUM 32.41% 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