CT
ARI

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

Clearstead Trust’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
Q4 		– Sell
-119
Closed -$1.21K – 1044
2025
Q3 		$1.21K Hold
119
– – ﹤0.01% 1158
2025
Q2 		$1.15K Buy
+119
New +$1.12K ﹤0.01% 1114
2023
Q3 		– Sell
-922
Closed -$8.58K – 448
2023
Q2 		$8.58K Hold
922
– – ﹤0.01% 317
2023
Q1 		$8.58K Hold
922
– – ﹤0.01% 304
2022
Q4 		$10K Hold
922
– – ﹤0.01% 306
2022
Q3 		$8K Hold
922
– – ﹤0.01% 298
2022
Q2 		$10K Hold
922
– – 0.01% 148
2022
Q1 		$13K Hold
922
– – 0.01% 149
2021
Q4 		$12K Hold
922
– – 0.01% 158
2021
Q3 		$14K Hold
922
– – 0.01% 158
2021
Q2 		$15K Buy
+922
New +$14.2K 0.01% 139
2021
Q1 		– Sell
-1,316
Closed -$15K – 103
2020
Q4 		$15K Hold
1,316
– – 0.01% 146
2020
Q3 		$12K Hold
1,316
– – 0.01% 135
2020
Q2 		$13K Hold
1,316
– – 0.01% 137
2020
Q1 		$10K Hold
1,316
– – 0.01% 152
2019
Q4 		$24K Buy
1,316
+394
+43% +$7.27K 0.02% 144
2019
Q3 		$18K Buy
+922
New +$17.4K 0.01% 154
2019
Q1 		– Sell
-13,064
Closed -$218K – 199
2018
Q4 		$218K Sell
13,064
-1,983
-13% -$36.6K 0.2% 87
2018
Q3 		$284K Buy
15,047
+620
+4% +$11.8K 0.22% 80
2018
Q2 		$264K Sell
14,427
-13,354
-48% -$245K 0.24% 83
2018
Q1 		$500K Sell
27,781
-42,653
-61% -$781K 0.43% 59
2017
Q4 		$1.3M Buy
70,434
+21,400
+44% +$395K 0.89% 36
2017
Q3 		$888K Buy
49,034
+8,344
+21% +$151K 0.66% 53
2017
Q2 		$394K Buy
40,690
+28,004
+221% +$524K 0.31% 69
2017
Q1 		$239K Hold
12,686
– – 0.2% 89
2016
Q4 		$211K Buy
+12,686
New +$213K 0.19% 93

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 $3.37T AUM 44.26% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Trust's ARI Position: Q4 2025 in Review

Clearstead Trust sold out of Apollo Commercial Real Estate (ARI) in Q4 2025, closing a stake of 119 shares — an estimated $1.21K sold.

Clearstead Trust first reported a position in ARI in Q4 2016 and held it in 26 quarters. The position peaked at $1.3M in Q4 2017. 261 funds tracked by Wall St. Rank hold ARI as of Q4 2025.

  • Clearstead Trust reported no remaining Apollo Commercial Real Estate position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 119 Apollo Commercial Real Estate shares in Q4 2025, an estimated $1.21K.
  • Clearstead Trust first reported a position in Apollo Commercial Real Estate in Q4 2016 and held it in 26 quarters.
  • Clearstead Trust's Apollo Commercial Real Estate position peaked at $1.3M in Q4 2017.
  • 261 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.