Corient Private Wealth
ARI

Corient Private Wealth’s Apollo Commercial Real Estate ARI Stock Holding History

Corient Private Wealth’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
Q2 		– Sell
-14,311
Closed -$137K – 2436
2025
Q1 		$137K Sell
14,311
-5,436
-28% -$51.6K ﹤0.01% 2131
2024
Q4 		$171K Buy
19,747
+8,262
+72% +$74.3K ﹤0.01% 2158
2024
Q3 		$106K Sell
11,485
-2,082
-15% -$21.2K ﹤0.01% 2322
2024
Q2 		$133K Buy
13,567
+451
+3% +$4.65K ﹤0.01% 2182
2024
Q1 		$146K Sell
13,116
-436
-3% -$4.89K ﹤0.01% 2140
2023
Q4 		$159K Sell
13,552
-903
-6% -$9.67K ﹤0.01% 2109
2023
Q3 		$146K Sell
14,455
-2,052
-12% -$22.3K ﹤0.01% 1974
2023
Q2 		$187K Sell
16,507
-1,332
-7% -$13.4K ﹤0.01% 1888
2023
Q1 		$166K Buy
17,839
+5,788
+48% +$64.1K ﹤0.01% 1824
2022
Q4 		$130K Buy
+12,051
New +$132K ﹤0.01% 1538

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return