CAM
ARI

Costello Asset Management’s Apollo Commercial Real Estate ARI Stock Holding History

Costello Asset 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
2025
Q2 		– Sell
-250
Closed -$2.39K – 689
2025
Q1 		$2.39K Buy
+250
New +$2.37K ﹤0.01% 606

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

Costello Asset Management's ARI Position: Q2 2025 in Review

Costello Asset Management sold out of Apollo Commercial Real Estate (ARI) in Q2 2025, closing a stake of 250 shares — an estimated $2.39K sold.

Costello Asset Management first reported a position in ARI in Q1 2025 and held it in 1 quarter. The position peaked at $2.39K in Q1 2025. 253 funds tracked by Wall St. Rank hold ARI as of Q2 2025.

  • Costello Asset Management reported no remaining Apollo Commercial Real Estate position as of Q2 2025 after selling out during the quarter.
  • Costello Asset Management sold 250 Apollo Commercial Real Estate shares in Q2 2025, an estimated $2.39K.
  • Costello Asset Management first reported a position in Apollo Commercial Real Estate in Q1 2025 and held it in 1 quarter.
  • Costello Asset Management's Apollo Commercial Real Estate position peaked at $2.39K in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2025.

Based on Costello Asset Management's 13F filing for Q2 2025, filed 24 Jul 2025.