EW
ARI

Evoke Wealth’s Apollo Commercial Real Estate ARI Stock Holding History

Evoke Wealth’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 		– Sell
-12,028
Closed -$119K – 717
2025
Q4 		$119K Buy
12,028
+40
+0.3% +$400 ﹤0.01% 655
2025
Q3 		$124K Buy
11,988
+755
+7% +$7.7K ﹤0.01% 632
2025
Q2 		$112K Buy
11,233
+1,003
+10% +$9.45K ﹤0.01% 582
2025
Q1 		$100K Sell
10,230
-63
-0.6% -$598 ﹤0.01% 438
2024
Q4 		$91.7K Sell
10,293
-15,575
-60% -$140K ﹤0.01% 428
2024
Q3 		$244K Buy
+25,868
New +$264K 0.01% 367
2024
Q2 		– Sell
-28,442
Closed -$327K – 125
2024
Q1 		$327K Buy
+28,442
New +$319K 0.01% 313
2023
Q4 		– Sell
-28,442
Closed -$298K – 111
2023
Q3 		$298K Hold
28,442
– – 0.01% 298
2023
Q2 		$332K Buy
28,442
+274
+1% +$2.77K 0.01% 270
2023
Q1 		$272K Sell
28,168
-1,000
-3% -$11.1K 0.01% 287
2022
Q4 		$324K Hold
29,168
– – 0.01% 271
2022
Q3 		$252K Hold
29,168
– – 0.01% 285
2022
Q2 		$315K Hold
29,168
– – 0.01% 259
2022
Q1 		$417K Hold
29,168
– – 0.01% 248
2021
Q4 		$394K Buy
29,168
+5,001
+21% +$72.2K 0.01% 262
2021
Q3 		$366K Sell
24,167
-1
-0% -$15 0.01% 260
2021
Q2 		$394K Buy
24,168
+2,000
+9% +$30.9K 0.01% 267
2021
Q1 		$317K Sell
22,168
-5,499
-20% -$70.6K 0.01% 260
2020
Q4 		$319K Hold
27,667
– – 0.02% 189
2020
Q3 		$259K Hold
27,667
– – 0.02% 187
2020
Q2 		$281K Sell
27,667
-5,501
-17% -$46.7K 0.03% 163
2020
Q1 		$259K Buy
+33,168
New +$518K 0.04% 152
2019
Q4 		– Sell
-32,600
Closed -$640K – 1264
2019
Q3 		$640K Buy
+32,600
New +$615K 0.08% 129

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth's ARI Position: Q1 2026 in Review

Evoke Wealth sold out of Apollo Commercial Real Estate (ARI) in Q1 2026, closing a stake of 12,028 shares — an estimated $119K sold.

Evoke Wealth first reported a position in ARI in Q3 2019 and held it in 23 quarters. The position peaked at $640K in Q3 2019. 271 funds tracked by Wall St. Rank hold ARI as of Q1 2026.

  • Evoke Wealth reported no remaining Apollo Commercial Real Estate position as of Q1 2026 after selling out during the quarter.
  • Evoke Wealth sold 12,028 Apollo Commercial Real Estate shares in Q1 2026, an estimated $119K.
  • Evoke Wealth first reported a position in Apollo Commercial Real Estate in Q3 2019 and held it in 23 quarters.
  • Evoke Wealth's Apollo Commercial Real Estate position peaked at $640K in Q3 2019.
  • 271 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.