CAS
ARI

Coppell Advisory Solutions’s Apollo Commercial Real Estate ARI Stock Holding History

Coppell Advisory Solutions’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
-964
Closed -$8.44K – 420
2024
Q4 		$8.44K Buy
964
+26
+3% +$234 ﹤0.01% 1167
2024
Q3 		$8.84K Buy
938
+31
+3% +$316 ﹤0.01% 1122
2024
Q2 		$8.88K Buy
+907
New +$9.35K ﹤0.01% 1045
2023
Q4 		$10K Buy
853
+105
+14% +$1.12K ﹤0.01% 933
2023
Q3 		$8.05K Sell
748
-52
-7% -$566 ﹤0.01% 636
2023
Q2 		$9.03K Buy
+800
New +$8.07K ﹤0.01% 719
2023
Q1 		– Sell
-748
Closed -$8.05K – 253
2022
Q4 		$8.05K Buy
+748
New +$8.17K ﹤0.01% 644

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Coppell Advisory Solutions's ARI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Apollo Commercial Real Estate (ARI) in Q1 2025, closing a stake of 964 shares — an estimated $8.44K sold.

Coppell Advisory Solutions first reported a position in ARI in Q4 2022 and held it in 7 quarters. The position peaked at $10K in Q4 2023. 249 funds tracked by Wall St. Rank hold ARI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Apollo Commercial Real Estate position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 964 Apollo Commercial Real Estate shares in Q1 2025, an estimated $8.44K.
  • Coppell Advisory Solutions first reported a position in Apollo Commercial Real Estate in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Apollo Commercial Real Estate position peaked at $10K in Q4 2023.
  • 249 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.