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Capital A Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History

Capital A 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
2025
Q1 		– Sell
-100
Closed -$866 – 719
2024
Q4 		$866 Buy
+100
New +$899 ﹤0.01% 575

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 $3.38T AUM 44.17% 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

Capital A Wealth Management's ARI Position: Q1 2025 in Review

Capital A Wealth Management sold out of Apollo Commercial Real Estate (ARI) in Q1 2025, closing a stake of 100 shares — an estimated $866 sold.

Capital A Wealth Management first reported a position in ARI in Q4 2024 and held it in 1 quarter. The position peaked at $866 in Q4 2024. 249 funds tracked by Wall St. Rank hold ARI as of Q1 2025.

  • Capital A Wealth Management reported no remaining Apollo Commercial Real Estate position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 100 Apollo Commercial Real Estate shares in Q1 2025, an estimated $866.
  • Capital A Wealth Management first reported a position in Apollo Commercial Real Estate in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Apollo Commercial Real Estate position peaked at $866 in Q4 2024.
  • 249 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.