AAS
ARI

Avantax Advisory Services’s Apollo Commercial Real Estate ARI Stock Holding History

Avantax Advisory Services’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 		$146K Buy
15,052
+52
+0.3% +$490 ﹤0.01% 2250
2025
Q1 		$144K Hold
15,000
– – ﹤0.01% 2132
2024
Q4 		$130K Sell
15,000
-736
-5% -$6.62K ﹤0.01% 2104
2024
Q3 		$145K Buy
+15,736
New +$160K ﹤0.01% 2042

Other funds holding ARI

BlackRock
BlackRock New York $5.72T 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

Avantax Advisory Services's ARI Position: Q2 2025 in Review

Avantax Advisory Services increased its Apollo Commercial Real Estate (ARI) stake by 0.35% in Q2 2025, buying an estimated $490 and bringing the position to 15,052 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

Avantax Advisory Services first reported a position in ARI in Q3 2024 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold ARI as of Q2 2025.

  • Avantax Advisory Services held 15,052 shares of Apollo Commercial Real Estate worth $146K as of Q2 2025.
  • Avantax Advisory Services bought 52 Apollo Commercial Real Estate shares in Q2 2025, an estimated $490.
  • Apollo Commercial Real Estate made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2250 holding.
  • Avantax Advisory Services first reported a position in Apollo Commercial Real Estate in Q3 2024 and has held it in 4 quarters since.
  • 253 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.