EWA
ARI

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

EverSource 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
Q1 		$84.8K Buy
8,026
+277
+4% +$2.88K ﹤0.01% 1535
2025
Q4 		$75K Sell
7,749
-597
-7% -$5.97K ﹤0.01% 1476
2025
Q3 		$84.5K Buy
8,346
+1,308
+19% +$13.3K ﹤0.01% 1372
2025
Q2 		$68.1K Buy
7,038
+570
+9% +$5.37K ﹤0.01% 1421
2025
Q1 		$61.9K Buy
6,468
+263
+4% +$2.5K ﹤0.01% 1135
2024
Q4 		$53.7K Buy
6,205
+52
+0.8% +$468 ﹤0.01% 1160
2024
Q3 		$56.5K Buy
6,153
+100
+2% +$1.02K ﹤0.01% 1016
2024
Q2 		$66K Buy
+6,053
New +$62.4K ﹤0.01% 964
2023
Q2 		– Sell
-273
Closed -$2.54K – 2498
2023
Q1 		$2.54K Hold
273
– – ﹤0.01% 1862
2022
Q4 		$2.94K Sell
273
-359
-57% -$3.92K ﹤0.01% 1793
2022
Q3 		$5K Buy
632
+412
+187% +$4.73K ﹤0.01% 1343
2022
Q2 		$2K Sell
220
-613
-74% -$7.52K ﹤0.01% 1465
2022
Q1 		$12K Buy
833
+613
+279% +$8.26K ﹤0.01% 898
2021
Q4 		$3K Buy
+220
New +$3.18K ﹤0.01% 1391

Other funds holding ARI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return