Cassady Schiller Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History

Cassady Schiller 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
2024 Q4	$598	Buy	+69	New	+$620	﹤0.01%	921

Other funds holding ARI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Cassady Schiller Wealth Management's ARI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Apollo Commercial Real Estate (ARI) in Q4 2024: 69 shares worth $598. The stake represents ﹤0.01% of the portfolio and ranks #921 among its holdings.

239 funds tracked by Wall St. Rank hold ARI as of Q4 2024.

Cassady Schiller Wealth Management held 69 shares of Apollo Commercial Real Estate worth $598 as of Q4 2024.
Apollo Commercial Real Estate was a new Cassady Schiller Wealth Management position in Q4 2024.
Apollo Commercial Real Estate made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #921 holding.
239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.