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

EP 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	$144K	Buy	+13,492	New	+$147K	﹤0.01%	1598

Other funds holding ARI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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

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

EP Wealth Advisors opened a new position in Apollo Commercial Real Estate (ARI) in Q2 2026: 13,492 shares worth $144K. The stake represents ﹤0.01% of the portfolio and ranks #1598 among its holdings.

284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

EP Wealth Advisors held 13,492 shares of Apollo Commercial Real Estate worth $144K as of Q2 2026.
Apollo Commercial Real Estate was a new EP Wealth Advisors position in Q2 2026.
Apollo Commercial Real Estate made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1598 holding.
284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.