FDW
ARI

Fourth Dimension Wealth’s Apollo Commercial Real Estate ARI Stock Holding History

Fourth Dimension 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
Q2 		$15K Hold
1,400
– – ﹤0.01% 419
2026
Q1 		$14.8K Hold
1,400
– – 0.01% 369
2025
Q4 		$13.6K Hold
1,400
– – ﹤0.01% 379
2025
Q3 		$14.2K Hold
1,400
– – 0.01% 375
2025
Q2 		$13.6K Hold
1,400
– – 0.01% 376
2025
Q1 		$13.4K Hold
1,400
– – 0.01% 373
2024
Q4 		$12.1K Buy
+1,400
New +$12.6K 0.01% 394

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Charles Schwab
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

Fourth Dimension Wealth's ARI Position: Q2 2026 in Review

Fourth Dimension Wealth held its Apollo Commercial Real Estate (ARI) position steady in Q2 2026 at 1,400 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Fourth Dimension Wealth first reported a position in ARI in Q4 2024 and has held it in 7 quarters since. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Fourth Dimension Wealth held 1,400 shares of Apollo Commercial Real Estate worth $15K as of Q2 2026.
  • Fourth Dimension Wealth left its Apollo Commercial Real Estate share count unchanged in Q2 2026.
  • Apollo Commercial Real Estate made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #419 holding.
  • Fourth Dimension Wealth first reported a position in Apollo Commercial Real Estate in Q4 2024 and has held it in 7 quarters since.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.