CAL
ARI

Capital Advisors Ltd’s Apollo Commercial Real Estate ARI Stock Holding History

Capital Advisors Ltd’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 		$1K Buy
119
+84
+240% +$915 ﹤0.01% 1172
2026
Q1 		$0 Hold
35
– – ﹤0.01% 1353
2025
Q4 		$0 Hold
35
– – ﹤0.01% 1339
2025
Q3 		$0 Hold
35
– – ﹤0.01% 1342
2025
Q2 		$0 Sell
35
-90
-72% -$848 ﹤0.01% 1329
2025
Q1 		$1K Buy
125
+85
+213% +$807 ﹤0.01% 1120
2024
Q4 		$0 Sell
40
-85
-68% -$764 ﹤0.01% 1359
2024
Q3 		$1K Hold
125
– – ﹤0.01% 1138
2024
Q2 		$1K Hold
125
– – ﹤0.01% 1115
2024
Q1 		$1K Hold
125
– – ﹤0.01% 1115
2023
Q4 		$1K Hold
125
– – ﹤0.01% 1086
2023
Q3 		$1K Hold
125
– – ﹤0.01% 1077
2023
Q2 		$1K Sell
125
-35
-22% -$353 ﹤0.01% 1085
2023
Q1 		$1K Buy
160
+102
+176% +$1.13K ﹤0.01% 979
2022
Q4 		$1K Buy
58
+49
+544% +$535 ﹤0.01% 941
2022
Q3 		$0 Buy
+9
New +$103 ﹤0.01% 1227
2022
Q2 		– Sell
-53
Closed -$1K – 991
2022
Q1 		$1K Buy
+53
New +$714 ﹤0.01% 672
2019
Q2 		– Sell
-5,575
Closed -$101K – 434
2019
Q1 		$101K Hold
5,575
– – 0.03% 214
2018
Q4 		$93K Hold
5,575
– – 0.03% 211
2018
Q3 		$105K Hold
5,575
– – 0.03% 217
2018
Q2 		$102K Hold
5,575
– – 0.03% 180
2018
Q1 		$100K Hold
5,575
– – 0.03% 178
2017
Q4 		$103K Hold
5,575
– – 0.03% 173
2017
Q3 		$101K Buy
+5,575
New +$101K 0.04% 169

Other funds holding ARI

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
LAM
Longboard Asset Management Phoenix, Arizona $5.96M AUM 32.27% 1-Year Est. Return

Capital Advisors Ltd's ARI Position: Q2 2026 in Review

Capital Advisors Ltd increased its Apollo Commercial Real Estate (ARI) stake by 240% in Q2 2026, buying an estimated $915 and bringing the position to 119 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Capital Advisors Ltd first reported a position in ARI in Q3 2017 and has held it in 24 quarters since. The position peaked at $105K in Q3 2018. 23 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Capital Advisors Ltd held 119 shares of Apollo Commercial Real Estate worth $1K as of Q2 2026.
  • Capital Advisors Ltd bought 84 Apollo Commercial Real Estate shares in Q2 2026, an estimated $915.
  • Apollo Commercial Real Estate made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1172 holding.
  • Capital Advisors Ltd first reported a position in Apollo Commercial Real Estate in Q3 2017 and has held it in 24 quarters since.
  • Capital Advisors Ltd's Apollo Commercial Real Estate position peaked at $105K in Q3 2018.
  • 23 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.