Creative Planning’s Apollo Commercial Real Estate ARI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $181K | Sell |
17,170
-2,770
| -14% | -$28.8K | ﹤0.01% | 3770 |
|
|
2025
Q4 | $193K | Buy |
19,940
+778
| +4% | +$7.78K | ﹤0.01% | 3565 |
|
|
2025
Q3 | $194K | Buy |
19,162
+2,069
| +12% | +$21.1K | ﹤0.01% | 3502 |
|
|
2025
Q2 | $165K | Buy |
17,093
+2,166
| +15% | +$20.4K | ﹤0.01% | 3297 |
|
|
2025
Q1 | $143K | Sell |
14,927
-2
| -0% | -$19 | ﹤0.01% | 3170 |
|
|
2024
Q4 | $129K | Sell |
14,929
-3,013
| -17% | -$27.1K | ﹤0.01% | 3098 |
|
|
2024
Q3 | $165K | Sell |
17,942
-1,055
| -6% | -$10.8K | ﹤0.01% | 2903 |
|
|
2024
Q2 | $186K | Sell |
18,997
-3,404
| -15% | -$35.1K | ﹤0.01% | 2694 |
|
|
2024
Q1 | $250K | Buy |
22,401
+289
| +1% | +$3.24K | ﹤0.01% | 2402 |
|
|
2023
Q4 | $260K | Buy |
22,112
+2,457
| +13% | +$26.3K | ﹤0.01% | 2198 |
|
|
2023
Q3 | $199K | Sell |
19,655
-3,431
| -15% | -$37.4K | ﹤0.01% | 2242 |
|
|
2023
Q2 | $261K | Buy |
23,086
+8,366
| +57% | +$84.4K | ﹤0.01% | 2016 |
|
|
2023
Q1 | $137K | Buy |
14,720
+3,361
| +30% | +$37.2K | ﹤0.01% | 2202 |
|
|
2022
Q4 | $122K | Buy |
+11,359
| New | +$124K | ﹤0.01% | 2120 |
|
|
2020
Q3 | – | Sell |
-10,796
| Closed | -$106K | – | 2152 |
|
|
2020
Q2 | $106K | Sell |
10,796
-8,627
| -44% | -$73.2K | ﹤0.01% | 1651 |
|
|
2020
Q1 | $144K | Buy |
19,423
+6,017
| +45% | +$93.9K | ﹤0.01% | 1464 |
|
|
2019
Q4 | $245K | Buy |
13,406
+1,039
| +8% | +$19.2K | ﹤0.01% | 1517 |
|
|
2019
Q3 | $237K | Buy |
+12,367
| New | +$233K | ﹤0.01% | 1498 |
|
|
2018
Q1 | – | Sell |
-10,712
| Closed | -$198K | – | 2044 |
|
|
2017
Q4 | $198K | Sell |
10,712
-4,618
| -30% | -$85.1K | ﹤0.01% | 1613 |
|
|
2017
Q3 | $278K | Sell |
15,330
-6,409
| -29% | -$116K | ﹤0.01% | 1371 |
|
|
2017
Q2 | $403K | Buy |
21,739
+6,280
| +41% | +$118K | ﹤0.01% | 1131 |
|
|
2017
Q1 | $291K | Buy |
15,459
+890
| +6% | +$15.8K | ﹤0.01% | 1282 |
|
|
2016
Q4 | $242K | Buy |
14,569
+1,273
| +10% | +$21.4K | ﹤0.01% | 1303 |
|
|
2016
Q3 | $218K | Buy |
13,296
+12,232
| +1,150% | +$201K | ﹤0.01% | 1357 |
|
|
2016
Q2 | $17K | Sell |
1,064
-62
| -6% | -$995 | ﹤0.01% | 2898 |
|
|
2016
Q1 | $18K | Buy |
1,126
+72
| +7% | +$1.16K | ﹤0.01% | 2816 |
|
|
2015
Q4 | $18K | Sell |
1,054
-1,997
| -65% | -$34.1K | ﹤0.01% | 2912 |
|
|
2015
Q3 | $48K | Buy |
+3,051
| New | +$50.8K | ﹤0.01% | 2065 |
|
|
2015
Q2 | – | Sell |
-800
| Closed | -$14K | – | 1207 |
|
|
2015
Q1 | $14K | Sell |
800
-1,800
| -69% | -$30.3K | ﹤0.01% | 2965 |
|
|
2014
Q4 | $43K | Buy |
2,600
+500
| +24% | +$8.21K | ﹤0.01% | 2103 |
|
|
2014
Q3 | $33K | Sell |
2,100
-400
| -16% | -$6.62K | ﹤0.01% | 2185 |
|
|
2014
Q2 | $41K | Hold |
2,500
| – | – | ﹤0.01% | 1997 |
|
|
2014
Q1 | $42K | Buy |
2,500
+500
| +25% | +$8.32K | ﹤0.01% | 1909 |
|
|
2013
Q4 | $33K | Hold |
2,000
| – | – | ﹤0.01% | 1875 |
|
|
2013
Q3 | $31K | Sell |
2,000
-200
| -9% | -$3.12K | ﹤0.01% | 1822 |
|
|
2013
Q2 | $35K | Buy |
+2,200
| New | +$37.9K | ﹤0.01% | 1577 |
|
Other funds holding ARI
VPM
VCM
NSGL
