BIA
ARI

Bell Investment Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Bell Investment 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 		$2.45K Sell
232
-27
-10% -$281 ﹤0.01% 1255
2025
Q4 		$2.51K Hold
259
– – ﹤0.01% 1268
2025
Q3 		$2.62K Hold
259
– – ﹤0.01% 1221
2025
Q2 		$2.51K Hold
259
– – ﹤0.01% 1280
2025
Q1 		$2.48K Hold
259
– – ﹤0.01% 1222
2024
Q4 		$2.24K Sell
259
-709
-73% -$6.37K ﹤0.01% 1290
2024
Q3 		$8.9K Sell
968
-103
-10% -$1.05K ﹤0.01% 669
2024
Q2 		$10.5K Hold
1,071
– – ﹤0.01% 592
2024
Q1 		$11.9K Hold
1,071
– – ﹤0.01% 521
2023
Q4 		$12.6K Sell
1,071
-34
-3% -$364 ﹤0.01% 478
2023
Q3 		$11.2K Buy
1,105
+325
+42% +$3.54K ﹤0.01% 467
2023
Q2 		$8.83K Buy
780
+212
+37% +$2.14K ﹤0.01% 559
2023
Q1 		$5.29K Sell
568
-54
-9% -$598 ﹤0.01% 754
2022
Q4 		$6.69K Buy
622
+58
+10% +$634 ﹤0.01% 659
2022
Q3 		$5K Sell
564
-9
-2% -$103 ﹤0.01% 643
2022
Q2 		$6K Buy
+573
New +$7.03K ﹤0.01% 590
2021
Q4 		$12K Buy
922
+239
+35% +$3.45K ﹤0.01% 435
2021
Q3 		$10K Buy
+683
New +$10.4K ﹤0.01% 442

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