Future Financial Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History

Future Financial Wealth Management’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
2025 Q4	–	Sell	-1,000	Closed	-$10.1K	–	140
2025 Q3	$10.1K	Hold	1,000	–	–	0.01%	380
2025 Q2	$9.68K	Hold	1,000	–	–	0.01%	371
2025 Q1	$9.57K	Buy	1,000 +250	+33%	+$2.37K	0.01%	371
2024 Q4	$6.5K	Sell	750 -4,033	-84%	-$36.3K	﹤0.01%	389
2024 Q3	$44K	Buy	+4,783	New	+$48.8K	0.03%	271
2024 Q2	–	Sell	-5,033	Closed	-$56.1K	–	136
2024 Q1	$56.1K	Buy	+5,033	New	+$56.4K	0.04%	248
2022 Q2	–	Sell	-4,949	Closed	-$69K	–	144
2022 Q1	$69K	Buy	4,949 +284	+6%	+$3.82K	0.06%	229
2021 Q4	$62K	Buy	+4,665	New	+$67.4K	0.05%	249

Other funds holding ARI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Future Financial Wealth Management's ARI Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Apollo Commercial Real Estate (ARI) in Q4 2025, closing a stake of 1,000 shares — an estimated $10.1K sold.

Future Financial Wealth Management first reported a position in ARI in Q4 2021 and held it in 8 quarters. The position peaked at $69K in Q1 2022. 261 funds tracked by Wall St. Rank hold ARI as of Q4 2025.

Future Financial Wealth Management reported no remaining Apollo Commercial Real Estate position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,000 Apollo Commercial Real Estate shares in Q4 2025, an estimated $10.1K.
Future Financial Wealth Management first reported a position in Apollo Commercial Real Estate in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Apollo Commercial Real Estate position peaked at $69K in Q1 2022.
261 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.