Covestor
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Covestor’s Apollo Commercial Real Estate ARI Stock Holding History

Covestor’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
Q3 		$1K Buy
152
+84
+124% +$611 ﹤0.01% 2023
2026
Q2 		$1K Buy
68
+57
+518% +$621 ﹤0.01% 2040
2026
Q1 		$0 Hold
11
– – ﹤0.01% 2236
2025
Q4 		$0 Hold
11
– – ﹤0.01% 2243
2025
Q3 		$0 Hold
11
– – ﹤0.01% 2258
2025
Q2 		$0 Sell
11
-80
-88% -$754 ﹤0.01% 2181
2025
Q1 		$1K Buy
91
+24
+36% +$228 ﹤0.01% 1916
2024
Q4 		$1K Buy
67
+11
+20% +$99 ﹤0.01% 1976
2024
Q3 		$1K Sell
56
-3
-5% -$31 ﹤0.01% 1886
2024
Q2 		$1K Buy
59
+21
+55% +$217 ﹤0.01% 1920
2024
Q1 		$0 Sell
38
-4,924
-99% -$55.2K ﹤0.01% 2207
2023
Q4 		$58K Sell
4,962
-1,165
-19% -$12.5K 0.04% 778
2023
Q3 		$62K Sell
6,127
-1,131
-16% -$12.3K 0.05% 664
2023
Q2 		$82K Buy
7,258
+1,971
+37% +$19.9K 0.06% 548
2023
Q1 		$49K Sell
5,287
-336
-6% -$3.72K 0.04% 714
2022
Q4 		$61K Sell
5,623
-42
-0.7% -$459 0.05% 638
2022
Q3 		$47K Sell
5,665
-1,412
-20% -$16.2K 0.04% 717
2022
Q2 		$74K Sell
7,077
-136
-2% -$1.67K 0.06% 567
2022
Q1 		$100K Buy
7,213
+4,102
+132% +$55.2K 0.07% 499
2021
Q4 		$41K Buy
+3,111
New +$44.9K 0.06% 648

Other funds holding ARI

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Syquant Capital SAS
Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Covestor's ARI Position: Q3 2026 in Review

Covestor increased its Apollo Commercial Real Estate (ARI) stake by 124% in Q3 2026, buying an estimated $611 and bringing the position to 152 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Covestor first reported a position in ARI in Q4 2021 and has held it in 20 quarters since. The position peaked at $100K in Q1 2022. 74 funds tracked by Wall St. Rank hold ARI as of Q3 2026.

  • Covestor held 152 shares of Apollo Commercial Real Estate worth $1K as of Q3 2026.
  • Covestor bought 84 Apollo Commercial Real Estate shares in Q3 2026, an estimated $611.
  • Apollo Commercial Real Estate made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2023 holding.
  • Covestor first reported a position in Apollo Commercial Real Estate in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Apollo Commercial Real Estate position peaked at $100K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.