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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Zacks Investment Management's ARI Position: Q4 2025 in Review

Zacks Investment Management sold out of Apollo Commercial Real Estate (ARI) in Q4 2025, closing a stake of 12,408 shares — an estimated $126K sold.

Zacks Investment Management first reported a position in ARI in Q4 2017 and held it in 6 quarters. The position peaked at $2.62M in Q3 2018. 261 funds tracked by Wall St. Rank hold ARI as of Q4 2025.

Zacks Investment Management reported no remaining Apollo Commercial Real Estate position as of Q4 2025 after selling out during the quarter.
Zacks Investment Management sold 12,408 Apollo Commercial Real Estate shares in Q4 2025, an estimated $126K.
Zacks Investment Management first reported a position in Apollo Commercial Real Estate in Q4 2017 and held it in 6 quarters.
Zacks Investment Management's Apollo Commercial Real Estate position peaked at $2.62M in Q3 2018.
261 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2025.

Based on Zacks Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.