UB
ARI

UMB Bank’s Apollo Commercial Real Estate ARI Stock Holding History

UMB Bank’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 		$10K Buy
948
+24
+3% +$250 ﹤0.01% 1853
2025
Q4 		$8.94K Buy
924
+167
+22% +$1.67K ﹤0.01% 1858
2025
Q3 		$7.67K Buy
757
+124
+20% +$1.26K ﹤0.01% 1766
2025
Q2 		$6.13K Buy
633
+239
+61% +$2.25K ﹤0.01% 1770
2025
Q1 		$3.77K Buy
+394
New +$3.74K ﹤0.01% 1830
2024
Q4 		– Sell
-286
Closed -$2.63K – 2070
2024
Q3 		$2.63K Buy
286
+131
+85% +$1.34K ﹤0.01% 1913
2024
Q2 		$1.52K Buy
155
+75
+94% +$773 ﹤0.01% 1863
2024
Q1 		$891 Buy
+80
New +$897 ﹤0.01% 1817
2023
Q4 		– Sell
-90
Closed -$912 – 1612
2023
Q3 		$912 Hold
90
– – ﹤0.01% 1613
2023
Q2 		$1.02K Hold
90
– – ﹤0.01% 1588
2023
Q1 		$838 Hold
90
– – ﹤0.01% 1617
2022
Q4 		$1K Hold
90
– – ﹤0.01% 1588
2022
Q3 		$1K Sell
90
-700
-89% -$8.03K ﹤0.01% 1641
2022
Q2 		$8K Hold
790
– – ﹤0.01% 1443
2022
Q1 		$11K Hold
790
– – ﹤0.01% 1451
2021
Q4 		$10K Buy
+790
New +$11.4K ﹤0.01% 1444

Other funds holding ARI

BlackRock
BlackRock New York $5.7T 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
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