BPA
ARI

Beacon Pointe Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Beacon Pointe 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
Q1 		$345K Buy
32,691
+9,653
+42% +$100K ﹤0.01% 1468
2025
Q4 		$223K Hold
23,038
– – ﹤0.01% 1390
2025
Q3 		$233K Buy
23,038
+12,038
+109% +$123K ﹤0.01% 1267
2025
Q2 		$106K Buy
+11,000
New +$104K ﹤0.01% 1221
2025
Q1 		– Sell
-11,000
Closed -$95.3K – 1217
2024
Q4 		$95.3K Buy
+11,000
New +$98.9K ﹤0.01% 1177
2024
Q2 		– Sell
-11,000
Closed -$123K – 1273
2024
Q1 		$123K Hold
11,000
– – ﹤0.01% 1296
2023
Q4 		$129K Sell
11,000
-126
-1% -$1.35K ﹤0.01% 1262
2023
Q3 		$113K Buy
11,126
+250
+2% +$2.72K ﹤0.01% 1275
2023
Q2 		$123K Buy
+10,876
New +$110K ﹤0.01% 1040

Other funds holding ARI

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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