BRWA
ARI

B. Riley Wealth Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

B. Riley 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
2025
Q1 		– Sell
-10,052
Closed -$89.6K – 1327
2024
Q4 		$89.6K Sell
10,052
-3,282
-25% -$29.5K ﹤0.01% 1108
2024
Q3 		$124K Sell
13,334
-136
-1% -$1.39K ﹤0.01% 1194
2024
Q2 		$137K Sell
13,470
-1,980
-13% -$20.4K ﹤0.01% 1285
2024
Q1 		$162K Sell
15,450
-19
-0.1% -$213 ﹤0.01% 1306
2023
Q4 		$187K Buy
15,469
+19
+0.1% +$203 0.01% 1276
2023
Q3 		$162K Sell
15,450
-61
-0.4% -$664 ﹤0.01% 1306
2023
Q2 		$181K Sell
15,511
-242
-2% -$2.44K ﹤0.01% 1376
2023
Q1 		$152K Sell
15,753
-676
-4% -$7.48K ﹤0.01% 1336
2022
Q4 		$183K Buy
16,429
+249
+2% +$2.72K 0.01% 1287
2022
Q3 		$135K Buy
16,180
+1,866
+13% +$21.4K ﹤0.01% 1289
2022
Q2 		$150K Buy
14,314
+152
+1% +$1.86K 0.01% 1083
2022
Q1 		$198K Buy
14,162
+121
+0.9% +$1.63K 0.01% 1218
2021
Q4 		$185K Sell
14,041
-3,409
-20% -$49.2K 0.01% 1282
2021
Q3 		$259K Sell
17,450
-797
-4% -$12.2K 0.01% 1114
2021
Q2 		$292K Buy
18,247
+7,349
+67% +$113K 0.01% 1035
2021
Q1 		$153K Buy
+10,898
New +$140K 0.01% 1231
2015
Q1 		– Sell
-200
Closed -$3K – 654
2014
Q4 		$3K Buy
+200
New +$3.28K ﹤0.01% 3290

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

B. Riley Wealth Advisors's ARI Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Apollo Commercial Real Estate (ARI) in Q1 2025, closing a stake of 10,052 shares — an estimated $89.6K sold.

B. Riley Wealth Advisors first reported a position in ARI in Q4 2014 and held it in 17 quarters. The position peaked at $292K in Q2 2021. 249 funds tracked by Wall St. Rank hold ARI as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Apollo Commercial Real Estate position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,052 Apollo Commercial Real Estate shares in Q1 2025, an estimated $89.6K.
  • B. Riley Wealth Advisors first reported a position in Apollo Commercial Real Estate in Q4 2014 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Apollo Commercial Real Estate position peaked at $292K in Q2 2021.
  • 249 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.