AWS
ARI

Atria Wealth Solutions’s Apollo Commercial Real Estate ARI Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-27,413
Closed -$262K – 1485
2025
Q1 		$262K Sell
27,413
-46,579
-63% -$442K ﹤0.01% 1553
2024
Q4 		$641K Buy
73,992
+46,458
+169% +$418K 0.01% 1130
2024
Q3 		$253K Sell
27,534
-561
-2% -$5.72K ﹤0.01% 1615
2024
Q2 		$275K Buy
28,095
+483
+2% +$4.98K ﹤0.01% 1560
2024
Q1 		$317K Buy
27,612
+840
+3% +$9.42K ﹤0.01% 1521
2023
Q4 		$314K Sell
26,772
-1,161
-4% -$12.4K ﹤0.01% 1469
2023
Q3 		$283K Buy
27,933
+1,128
+4% +$12.3K ﹤0.01% 1454
2023
Q2 		$303K Sell
26,805
-879
-3% -$8.87K ﹤0.01% 1430
2023
Q1 		$267K Buy
27,684
+746
+3% +$8.26K ﹤0.01% 1484
2022
Q4 		$290K Sell
26,938
-684
-2% -$7.47K ﹤0.01% 1380
2022
Q3 		$229K Sell
27,622
-957
-3% -$11K ﹤0.01% 1476
2022
Q2 		$308K Sell
28,579
-1,065
-4% -$13.1K 0.01% 1200
2022
Q1 		$423K Buy
+29,644
New +$399K 0.01% 1158

Other funds holding ARI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return