EVERGREEN CAPITAL MANAGEMENT LLC ARI — APOLLO COML REAL EST FIN INC

Ownership history in EVERGREEN CAPITAL MANAGEMENT LLC  ·  10 quarters on record

AI Ownership Summary

EVERGREEN CAPITAL MANAGEMENT LLC reported APOLLO COML REAL EST FIN INC (ARI) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows ARI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ARI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVERGREEN CAPITAL MANAGEMENT LLC's position in APOLLO COML REAL EST FIN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ARI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ARI stock page EVERGREEN CAPITAL MANAGEMENT LLC fund profile EVERGREEN CAPITAL MANAGEMENT LLC full holdings
How EVERGREEN CAPITAL MANAGEMENT LLC held ARI — position size vs. price
% of Fund (quarterly)    ARI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 15,689 +96 +0.6% 0.00% $163K 2025-10-28 $9.66
2025 Q1 ADDED — — — 15,593 +1,155 +8.0% 0.01% $153K 2025-05-15 $8.95
2024 Q4 REDUCED 8.8% +13.5% ❌ 14,438 -1,401 -8.8% 0.00% $129K 2025-02-13 $8.87
2024 Q3 REDUCED 40.0% -4.7% ✅ 15,839 -10,550 -40.0% 0.01% $150K 2024-11-14 $7.80
2024 Q2 ADDED — — — 26,389 +6,286 +31.3% 0.01% $268K 2024-08-14 $8.42
2024 Q1 ADDED — — — 20,103 +4,797 +31.3% 0.01% $231K 2024-05-15 $8.23
2023 Q4 REDUCED 36.4% -3.7% ✅ 15,306 -8,746 -36.4% 0.01% $185K 2024-02-14 $8.37
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ARI

As of 2026 Q1 — sorted by position size

Longboard Asset Management, LP 1.92% Samalin Investment Counsel, LLC 3Y 0.27% CHIRON CAPITAL MANAGEMENT, LLC 3Y 0.18% NOVARE CAPITAL MANAGEMENT LLC 3Y 7Y 0.1% Inspire Investing, LLC 3Y 7Y 0.04% BI Asset Management Fondsmaeglerselskab A/S 3Y 0.03% Louisiana State Employees Retirement System 3Y 7Y 0.01% Merit Financial Group, LLC 3Y 7Y 0.01% Wealth Enhancement Trust Services, Inc. 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.01%

FAQ About EVERGREEN CAPITAL MANAGEMENT LLC and ARI

These are the practical questions this page is built to answer before you even open the full history table.

How long has EVERGREEN CAPITAL MANAGEMENT LLC reported owning ARI?

EVERGREEN CAPITAL MANAGEMENT LLC reported ARI across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ARI position in EVERGREEN CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for ARI was 0.01% in 2024 Q2.

What is the latest reported ARI position on this page?

The most recent filing on this page is 2025 Q3, when EVERGREEN CAPITAL MANAGEMENT LLC reported 15,689 shares, equal to 0.00% of portfolio, with an estimated market value of $163K.

What does the chart on this ARI ownership page compare?

The chart compares EVERGREEN CAPITAL MANAGEMENT LLC's quarterly ARI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EVERGREEN CAPITAL MANAGEMENT LLC time their ARI position?

Based on 13F filing dates vs. subsequent ARI price moves, EVERGREEN CAPITAL MANAGEMENT LLC correctly timed 6 out of 9 reported position changes (67%).

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