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
Q2 		$348K Sell
32,588
-103
-0.3% -$1.12K ﹤0.01% 1525
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Beacon Pointe Advisors's ARI Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Apollo Commercial Real Estate (ARI) stake by 0.32% in Q2 2026, selling an estimated $1.12K and leaving 32,588 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Beacon Pointe Advisors first reported a position in ARI in Q2 2023 and has held it in 10 quarters since. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Beacon Pointe Advisors held 32,588 shares of Apollo Commercial Real Estate worth $348K as of Q2 2026.
  • Beacon Pointe Advisors sold 103 Apollo Commercial Real Estate shares in Q2 2026, an estimated $1.12K.
  • Apollo Commercial Real Estate made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1525 holding.
  • Beacon Pointe Advisors first reported a position in Apollo Commercial Real Estate in Q2 2023 and has held it in 10 quarters since.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.