ZIM
ARI

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

Zacks 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
2025
Q4 		– Sell
-12,408
Closed -$126K – 735
2025
Q3 		$126K Buy
+12,408
New +$126K ﹤0.01% 714
2023
Q2 		– Sell
-105,205
Closed -$979K – 641
2023
Q1 		$979K Buy
+105,205
New +$1.16M 0.01% 370
2018
Q4 		– Sell
-138,738
Closed -$2.62M – 507
2018
Q3 		$2.62M Buy
138,738
+4,813
+4% +$91.8K 0.05% 231
2018
Q2 		$2.45M Buy
133,925
+3,617
+3% +$66.3K 0.05% 240
2018
Q1 		$2.34M Buy
130,308
+11,305
+9% +$207K 0.05% 234
2017
Q4 		$2.2M Buy
+119,003
New +$2.19M 0.05% 245

Other funds holding ARI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return