CWA
ARI

Cura Wealth Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Cura Wealth Advisors’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
Q2 		$2.95M Sell
275,833
-161,400
-37% -$1.76M 1.26% 13
2026
Q1 		$4.62M Sell
437,233
-386,000
-47% -$4.02M 2.07% 6
2025
Q4 		$7.97M Sell
823,233
-8,450
-1% -$84.5K 3.02% 4
2025
Q3 		$8.42M Sell
831,683
-23,617
-3% -$241K 3.22% 4
2025
Q2 		$8.28M Buy
855,300
+8,000
+0.9% +$75.4K 3.31% 5
2025
Q1 		$8.11M Buy
847,300
+158,200
+23% +$1.5M 3.28% 5
2024
Q4 		$5.97M Buy
+689,100
New +$6.2M 2.64% 6

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Cura Wealth Advisors's ARI Position: Q2 2026 in Review

Cura Wealth Advisors reduced its Apollo Commercial Real Estate (ARI) stake by 37% in Q2 2026, selling an estimated $1.76M and leaving 275,833 shares worth $2.95M. The position accounts for 1.26% of the portfolio, ranked #13.

Cura Wealth Advisors first reported a position in ARI in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.42M in Q3 2025. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Cura Wealth Advisors held 275,833 shares of Apollo Commercial Real Estate worth $2.95M as of Q2 2026.
  • Cura Wealth Advisors sold 161,400 Apollo Commercial Real Estate shares in Q2 2026, an estimated $1.76M.
  • Apollo Commercial Real Estate made up 1.26% of Cura Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Cura Wealth Advisors first reported a position in Apollo Commercial Real Estate in Q4 2024 and has held it in 7 quarters since.
  • Cura Wealth Advisors's Apollo Commercial Real Estate position peaked at $8.42M in Q3 2025.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.