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Able Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History

Able Wealth 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
2026
Q3 		– Sell
-15,719
Closed -$168K – 200
2026
Q2 		$168K Buy
+15,719
New +$171K 0.04% 161

Other funds holding ARI

SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Able Wealth Management's ARI Position: Q3 2026 in Review

Able Wealth Management sold out of Apollo Commercial Real Estate (ARI) in Q3 2026, closing a stake of 15,719 shares — an estimated $168K sold.

Able Wealth Management first reported a position in ARI in Q2 2026 and held it in 1 quarter. The position peaked at $168K in Q2 2026. 6 funds tracked by Wall St. Rank hold ARI as of Q3 2026.

  • Able Wealth Management reported no remaining Apollo Commercial Real Estate position as of Q3 2026 after selling out during the quarter.
  • Able Wealth Management sold 15,719 Apollo Commercial Real Estate shares in Q3 2026, an estimated $168K.
  • Able Wealth Management first reported a position in Apollo Commercial Real Estate in Q2 2026 and held it in 1 quarter.
  • Able Wealth Management's Apollo Commercial Real Estate position peaked at $168K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.