AF
ARI

Allworth Financial’s Apollo Commercial Real Estate ARI Stock Holding History

Allworth Financial’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
Q1 		$19.8K Buy
1,872
+112
+6% +$1.17K ﹤0.01% 3013
2025
Q4 		$17K Buy
1,760
+747
+74% +$7.47K ﹤0.01% 2915
2025
Q3 		$10.3K Buy
1,013
+210
+26% +$2.14K ﹤0.01% 3127
2025
Q2 		$7.77K Buy
803
+659
+458% +$6.21K ﹤0.01% 3017
2025
Q1 		$1.31K Sell
144
-258
-64% -$2.45K ﹤0.01% 3373
2024
Q4 		$3.58K Buy
402
+157
+64% +$1.41K ﹤0.01% 2907
2024
Q3 		$2.25K Buy
245
+171
+231% +$1.74K ﹤0.01% 2919
2024
Q2 		$808 Sell
74
-72
-49% -$742 ﹤0.01% 3242
2024
Q1 		$1.63K Hold
146
– – ﹤0.01% 2898
2023
Q4 		$1.72K Buy
146
+48
+49% +$514 ﹤0.01% 2743
2023
Q3 		$993 Buy
98
+29
+42% +$316 ﹤0.01% 2851
2023
Q2 		$782 Hold
69
– – ﹤0.01% 2803
2023
Q1 		$643 Buy
+69
New +$764 ﹤0.01% 2788
2022
Q4 		– Sell
-134
Closed -$1K – 3007
2022
Q3 		$1K Buy
134
+118
+738% +$1.35K ﹤0.01% 2301
2022
Q2 		$0 Sell
16
-1,457
-99% -$17.9K ﹤0.01% 2374
2022
Q1 		$21K Buy
+1,473
New +$19.8K ﹤0.01% 1235

Other funds holding ARI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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