CA
ARI

Clearstead Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Clearstead 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 		$599 Buy
+56
New +$610 ﹤0.01% 2868
2026
Q1 		– Sell
-20
Closed -$194 – 2282
2025
Q4 		$194 Sell
20
-154
-89% -$1.54K ﹤0.01% 2426
2025
Q3 		$1.76K Buy
+174
New +$1.77K ﹤0.01% 2482
2022
Q3 		– Sell
-2,249
Closed -$23K – 1244
2022
Q2 		$23K Buy
+2,249
New +$27.6K ﹤0.01% 764

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCP
Carmel Capital Partners San Diego, California $303M AUM 14.73% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Clearstead Advisors's ARI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Apollo Commercial Real Estate (ARI) in Q2 2026: 56 shares worth $599. The stake represents ﹤0.01% of the portfolio and ranks #2868 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ARI as recently as Q4 2025.

Clearstead Advisors first reported a position in ARI in Q2 2022 and has held it in 4 quarters since. The position peaked at $23K in Q2 2022. 119 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Clearstead Advisors held 56 shares of Apollo Commercial Real Estate worth $599 as of Q2 2026.
  • Apollo Commercial Real Estate was a new Clearstead Advisors position in Q2 2026.
  • Apollo Commercial Real Estate made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2868 holding.
  • Clearstead Advisors first reported a position in Apollo Commercial Real Estate in Q2 2022 and has held it in 4 quarters since.
  • Clearstead Advisors's Apollo Commercial Real Estate position peaked at $23K in Q2 2022.
  • 119 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.