Farther Finance Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Farther Finance 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 Q3	$94.4K	Sell	15,222 -7,990	-34%	-$58.1K	﹤0.01%	2903
2026 Q2	$247K	Buy	23,212 +3,839	+20%	+$41.8K	﹤0.01%	2092
2026 Q1	$204K	Buy	19,373 +14,336	+285%	+$149K	﹤0.01%	2002
2025 Q4	$48.8K	Buy	5,037 +1,892	+60%	+$18.9K	﹤0.01%	2830
2025 Q3	$31.9K	Buy	3,145 +2,871	+1,048%	+$29.3K	﹤0.01%	2729
2025 Q2	$2.65K	Sell	274 -390	-59%	-$3.67K	﹤0.01%	3602
2025 Q1	$6.36K	Buy	664 +391	+143%	+$3.71K	﹤0.01%	2943
2024 Q4	$2.36K	Sell	273 -30	-10%	-$270	﹤0.01%	2936
2024 Q3	$2.79K	Sell	303 -15	-5%	-$153	﹤0.01%	2873
2024 Q2	$3.07K	Buy	318 +170	+115%	+$1.75K	﹤0.01%	2616
2024 Q1	$1.62K	Buy	148 +25	+20%	+$280	﹤0.01%	2578
2023 Q4	$1.44K	Buy	123 +65	+112%	+$696	﹤0.01%	2570
2023 Q3	$588	Hold	58	–	–	﹤0.01%	2225
2023 Q2	$657	Sell	58 -19	-25%	-$192	﹤0.01%	2070
2023 Q1	$717	Hold	77	–	–	﹤0.01%	1913
2022 Q4	$829	Buy	+77	New	+$841	﹤0.01%	1703

Other funds holding ARI

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's ARI Position: Q3 2026 in Review

Farther Finance Advisors reduced its Apollo Commercial Real Estate (ARI) stake by 34% in Q3 2026, selling an estimated $58.1K and leaving 15,222 shares worth $94.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2903.

Farther Finance Advisors first reported a position in ARI in Q4 2022 and has held it in 16 quarters since. The position peaked at $247K in Q2 2026. 8 funds tracked by Wall St. Rank hold ARI as of Q3 2026.

Farther Finance Advisors held 15,222 shares of Apollo Commercial Real Estate worth $94.4K as of Q3 2026.
Farther Finance Advisors sold 7,990 Apollo Commercial Real Estate shares in Q3 2026, an estimated $58.1K.
Apollo Commercial Real Estate made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2903 holding.
Farther Finance Advisors first reported a position in Apollo Commercial Real Estate in Q4 2022 and has held it in 16 quarters since.
Farther Finance Advisors's Apollo Commercial Real Estate position peaked at $247K in Q2 2026.
8 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.