AWA
ARI

Arkadios Wealth Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Arkadios Wealth Advisors’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
Q2 		$201K Buy
+18,846
New +$205K ﹤0.01% 1638
2024
Q2 		– Sell
-10,136
Closed -$113K – 861
2024
Q1 		$113K Sell
10,136
-377
-4% -$4.23K 0.01% 671
2023
Q4 		$123K Sell
10,513
-2,028
-16% -$21.7K 0.01% 664
2023
Q3 		$127K Buy
12,541
+231
+2% +$2.52K 0.01% 635
2023
Q2 		$139K Buy
12,310
+283
+2% +$2.86K 0.02% 580
2023
Q1 		$112K Sell
12,027
-2,730
-18% -$30.2K 0.01% 582
2022
Q4 		$159K Buy
14,757
+286
+2% +$3.12K 0.02% 534
2022
Q3 		$120K Buy
14,471
+911
+7% +$10.5K 0.02% 502
2022
Q2 		$142K Buy
+13,560
New +$166K 0.02% 522

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Arkadios Wealth Advisors's ARI Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Apollo Commercial Real Estate (ARI) in Q2 2026: 18,846 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1638 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in ARI as recently as Q1 2024.

Arkadios Wealth Advisors first reported a position in ARI in Q2 2022 and has held it in 9 quarters since. 285 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Arkadios Wealth Advisors held 18,846 shares of Apollo Commercial Real Estate worth $201K as of Q2 2026.
  • Apollo Commercial Real Estate was a new Arkadios Wealth Advisors position in Q2 2026.
  • Apollo Commercial Real Estate made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1638 holding.
  • Arkadios Wealth Advisors first reported a position in Apollo Commercial Real Estate in Q2 2022 and has held it in 9 quarters since.
  • 285 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.