First Trust Advisors
ARI

First Trust Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

First Trust 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 		$8.26M Buy
782,514
+146,131
+23% +$1.52M 0.01% 1188
2025
Q4 		$6.16M Buy
636,383
+557,850
+710% +$5.58M ﹤0.01% 1305
2025
Q3 		$796K Sell
78,533
-337
-0.4% -$3.44K ﹤0.01% 2184
2025
Q2 		$763K Sell
78,870
-22,824
-22% -$215K ﹤0.01% 2150
2025
Q1 		$973K Sell
101,694
-87,474
-46% -$830K ﹤0.01% 2058
2024
Q4 		$1.64M Buy
189,168
+130,308
+221% +$1.17M ﹤0.01% 1884
2024
Q3 		$541K Sell
58,860
-68,741
-54% -$701K ﹤0.01% 2158
2024
Q2 		$1.25M Buy
127,601
+2,198
+2% +$22.7K ﹤0.01% 1883
2024
Q1 		$1.4M Sell
125,403
-143,729
-53% -$1.61M ﹤0.01% 1872
2023
Q4 		$3.16M Sell
269,132
-76,365
-22% -$818K ﹤0.01% 1527
2023
Q3 		$3.5M Buy
345,497
+222,216
+180% +$2.42M ﹤0.01% 1426
2023
Q2 		$1.4M Sell
123,281
-176,597
-59% -$1.78M ﹤0.01% 1867
2023
Q1 		$2.79M Buy
299,878
+259,298
+639% +$2.87M ﹤0.01% 1540
2022
Q4 		$437K Sell
40,580
-305,241
-88% -$3.33M ﹤0.01% 2230
2022
Q3 		$2.87M Sell
345,821
-4,269
-1% -$49K ﹤0.01% 1492
2022
Q2 		$3.65M Sell
350,090
-424,637
-55% -$5.21M ﹤0.01% 1426
2022
Q1 		$10.8M Buy
774,727
+528,692
+215% +$7.12M 0.01% 1024
2021
Q4 		$3.24M Buy
246,035
+9,810
+4% +$142K ﹤0.01% 1585
2021
Q3 		$3.5M Buy
236,225
+116,529
+97% +$1.78M ﹤0.01% 1529
2021
Q2 		$1.91M Sell
119,696
-64,507
-35% -$996K ﹤0.01% 1826
2021
Q1 		$2.57M Buy
184,203
+102,677
+126% +$1.32M ﹤0.01% 1623
2020
Q4 		$911K Buy
81,526
+30,892
+61% +$317K ﹤0.01% 1934
2020
Q3 		$456K Sell
50,634
-221,022
-81% -$2.03M ﹤0.01% 2064
2020
Q2 		$2.67M Buy
271,656
+125,626
+86% +$1.07M ﹤0.01% 1235
2020
Q1 		$1.08M Sell
146,030
-8,634
-6% -$135K ﹤0.01% 1587
2019
Q4 		$2.83M Sell
154,664
-396,807
-72% -$7.32M ﹤0.01% 1371
2019
Q3 		$10.6M Buy
551,471
+61,970
+13% +$1.17M 0.02% 796
2019
Q2 		$9M Buy
489,501
+19,163
+4% +$357K 0.02% 816
2019
Q1 		$8.56M Buy
470,338
+353,054
+301% +$6.35M 0.02% 816
2018
Q4 		$1.95M Sell
117,284
-47,285
-29% -$873K ﹤0.01% 1486
2018
Q3 		$3.1M Sell
164,569
-353,228
-68% -$6.74M 0.01% 1420
2018
Q2 		$9.46M Buy
517,797
+137,902
+36% +$2.53M 0.02% 814
2018
Q1 		$6.83M Sell
379,895
-145,807
-28% -$2.67M 0.02% 902
2017
Q4 		$9.7M Sell
525,702
-114,735
-18% -$2.12M 0.02% 777
2017
Q3 		$11.6M Buy
640,437
+30,931
+5% +$560K 0.03% 703
2017
Q2 		$11.3M Buy
609,506
+51,523
+9% +$965K 0.03% 697
2017
Q1 		$10.5M Buy
+557,983
New +$9.91M 0.03% 743
2016
Q4 		– Sell
-44,635
Closed -$731K – 2420
2016
Q3 		$731K Sell
44,635
-610,022
-93% -$10M ﹤0.01% 1858
2016
Q2 		$10.5M Buy
654,657
+160,921
+33% +$2.58M 0.03% 688
2016
Q1 		$8.05M Buy
+493,736
New +$7.93M 0.03% 769

Other funds holding ARI

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

First Trust Advisors's ARI Position: Q1 2026 in Review

First Trust Advisors increased its Apollo Commercial Real Estate (ARI) stake by 23% in Q1 2026, buying an estimated $1.52M and bringing the position to 782,514 shares worth $8.26M. The position accounts for 0.01% of the portfolio, ranked #1188.

First Trust Advisors first reported a position in ARI in Q1 2016 and has held it in 40 quarters since. The position peaked at $11.6M in Q3 2017. 271 funds tracked by Wall St. Rank hold ARI as of Q1 2026.

  • First Trust Advisors held 782,514 shares of Apollo Commercial Real Estate worth $8.26M as of Q1 2026.
  • First Trust Advisors bought 146,131 Apollo Commercial Real Estate shares in Q1 2026, an estimated $1.52M.
  • Apollo Commercial Real Estate made up 0.01% of First Trust Advisors's portfolio in Q1 2026, its #1188 holding.
  • First Trust Advisors first reported a position in Apollo Commercial Real Estate in Q1 2016 and has held it in 40 quarters since.
  • First Trust Advisors's Apollo Commercial Real Estate position peaked at $11.6M in Q3 2017.
  • 271 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.