BCWM
ARI

Bartlett & Co Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History

Bartlett & Co Wealth Management’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 		$117K Hold
10,625
– – ﹤0.01% 541
2025
Q4 		$105K Hold
10,625
– – ﹤0.01% 552
2025
Q3 		$110K Hold
10,625
– – ﹤0.01% 542
2025
Q2 		$105K Sell
10,625
-3,000
-22% -$28.3K ﹤0.01% 533
2025
Q1 		$134K Sell
13,625
-1,200
-8% -$11.4K ﹤0.01% 494
2024
Q4 		$132K Hold
14,825
– – ﹤0.01% 505
2024
Q3 		$140K Hold
14,825
– – ﹤0.01% 498
2024
Q2 		$150K Hold
14,825
– – ﹤0.01% 476
2024
Q1 		$170K Hold
14,825
– – ﹤0.01% 474
2023
Q4 		$185K Hold
14,825
– – ﹤0.01% 480
2023
Q3 		$155K Sell
14,825
-1,200
-7% -$13.1K ﹤0.01% 479
2023
Q2 		$187K Buy
16,025
+15,900
+12,720% +$160K ﹤0.01% 462
2023
Q1 		$1.21K Hold
125
– – ﹤0.01% 1007
2022
Q4 		$1.39K Hold
125
– – ﹤0.01% 1034
2022
Q3 		$1.08K Hold
125
– – ﹤0.01% 1111
2022
Q2 		$1.35K Hold
125
– – ﹤0.01% 1222
2022
Q1 		$1.78K Buy
+125
New +$1.68K ﹤0.01% 1004
2021
Q4 		– Sell
-125
Closed -$1.9K – 431
2021
Q3 		$1.9K Hold
125
– – ﹤0.01% 876
2021
Q2 		$2.04K Hold
125
– – ﹤0.01% 850
2021
Q1 		$1.79K Hold
125
– – ﹤0.01% 896
2020
Q4 		$1.44K Hold
125
– – ﹤0.01% 976
2020
Q3 		$1.17K Hold
125
– – ﹤0.01% 804
2020
Q2 		$1.27K Hold
125
– – ﹤0.01% 807
2020
Q1 		$978 Hold
125
– – ﹤0.01% 803
2019
Q4 		$2.34K Hold
125
– – ﹤0.01% 808
2019
Q3 		$2.45K Buy
+125
New +$2.36K ﹤0.01% 815

Other funds holding ARI

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Bartlett & Co Wealth Management's ARI Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Apollo Commercial Real Estate (ARI) position steady in Q1 2026 at 10,625 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Bartlett & Co Wealth Management first reported a position in ARI in Q3 2019 and has held it in 26 quarters since. The position peaked at $187K in Q2 2023. 271 funds tracked by Wall St. Rank hold ARI as of Q1 2026.

  • Bartlett & Co Wealth Management held 10,625 shares of Apollo Commercial Real Estate worth $117K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Apollo Commercial Real Estate share count unchanged in Q1 2026.
  • Apollo Commercial Real Estate made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #541 holding.
  • Bartlett & Co Wealth Management first reported a position in Apollo Commercial Real Estate in Q3 2019 and has held it in 26 quarters since.
  • Bartlett & Co Wealth Management's Apollo Commercial Real Estate position peaked at $187K in Q2 2023.
  • 271 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.