Diversify Advisory Services
ARI icon

Diversify Advisory Services’s Apollo Commercial Real Estate ARI Stock Holding History

Diversify Advisory Services’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 		$96.3K Sell
15,024
-210
-1% -$1.53K ﹤0.01% 1250
2026
Q2 		$102K Buy
+15,234
New +$166K ﹤0.01% 1223
2024
Q4 		– Sell
-15,345
Closed -$133K – 618
2024
Q3 		$133K Hold
15,345
– – 0.01% 619
2024
Q2 		$153K Sell
15,345
-75
-0.5% -$773 0.01% 613
2024
Q1 		$169K Buy
+15,420
New +$173K 0.01% 615

Other funds holding ARI

Y-Intercept (HK)
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Syquant Capital SAS
Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Scheeler Financial LLC
Scheeler Financial LLC West Chester, Ohio $132M AUM
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Diversify Advisory Services's ARI Position: Q3 2026 in Review

Diversify Advisory Services reduced its Apollo Commercial Real Estate (ARI) stake by 1.4% in Q3 2026, selling an estimated $1.53K and leaving 15,024 shares worth $96.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Diversify Advisory Services first reported a position in ARI in Q1 2024 and has held it in 5 quarters since. The position peaked at $169K in Q1 2024. 24 funds tracked by Wall St. Rank hold ARI as of Q3 2026.

  • Diversify Advisory Services held 15,024 shares of Apollo Commercial Real Estate worth $96.3K as of Q3 2026.
  • Diversify Advisory Services sold 210 Apollo Commercial Real Estate shares in Q3 2026, an estimated $1.53K.
  • Apollo Commercial Real Estate made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1250 holding.
  • Diversify Advisory Services first reported a position in Apollo Commercial Real Estate in Q1 2024 and has held it in 5 quarters since.
  • Diversify Advisory Services's Apollo Commercial Real Estate position peaked at $169K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.