DWM
ARI

Diversify Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History

Diversify Wealth 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
2026
Q2 		$102K Hold
15,234
– – ﹤0.01% 1223
2026
Q1 		$164K Buy
15,234
+233
+2% +$2.43K ﹤0.01% 1103
2025
Q4 		$148K Hold
15,001
– – 0.01% 606
2025
Q3 		$146K Hold
15,001
– – 0.01% 524
2025
Q2 		$151K Hold
15,001
– – 0.01% 522
2025
Q1 		$143K Buy
15,001
+1
+0% +$9 0.01% 499
2024
Q4 		$129K Buy
+15,000
New +$135K 0.01% 502

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

Diversify Wealth Management's ARI Position: Q2 2026 in Review

Diversify Wealth Management held its Apollo Commercial Real Estate (ARI) position steady in Q2 2026 at 15,234 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Diversify Wealth Management first reported a position in ARI in Q4 2024 and has held it in 7 quarters since. The position peaked at $164K in Q1 2026. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Diversify Wealth Management held 15,234 shares of Apollo Commercial Real Estate worth $102K as of Q2 2026.
  • Diversify Wealth Management left its Apollo Commercial Real Estate share count unchanged in Q2 2026.
  • Apollo Commercial Real Estate made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1223 holding.
  • Diversify Wealth Management first reported a position in Apollo Commercial Real Estate in Q4 2024 and has held it in 7 quarters since.
  • Diversify Wealth Management's Apollo Commercial Real Estate position peaked at $164K in Q1 2026.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.