YIH
ARI

Y-Intercept (HK)’s Apollo Commercial Real Estate ARI Stock Holding History

Y-Intercept (HK)’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 		$2.12M Buy
+198,784
New +$2.17M 0.04% 666
2026
Q1 		– Sell
-190,922
Closed -$1.85M – 1536
2025
Q4 		$1.85M Buy
190,922
+121,906
+177% +$1.22M 0.04% 661
2025
Q3 		$699K Buy
69,016
+36,809
+114% +$375K 0.02% 1136
2025
Q2 		$312K Sell
32,207
-61,005
-65% -$575K 0.01% 1347
2025
Q1 		$892K Buy
+93,212
New +$885K 0.06% 445
2024
Q4 		– Sell
-87,163
Closed -$801K – 1160
2024
Q3 		$801K Buy
87,163
+75,046
+619% +$765K 0.05% 541
2024
Q2 		$119K Sell
12,117
-21,977
-64% -$227K 0.01% 1244
2024
Q1 		$380K Buy
+34,094
New +$382K 0.03% 848
2023
Q2 		– Sell
-16,510
Closed -$154K – 1254
2023
Q1 		$154K Sell
16,510
-21,711
-57% -$240K 0.02% 1010
2022
Q4 		$411K Sell
38,221
-22,592
-37% -$247K 0.06% 507
2022
Q3 		$505K Buy
60,813
+47,237
+348% +$542K 0.05% 538
2022
Q2 		$142K Buy
+13,576
New +$167K 0.02% 703

Other funds holding ARI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
LAM
Longboard Asset Management Phoenix, Arizona $5.96M AUM 32.27% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return