GAFA
ARI

Garton & Associates Financial Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Garton & Associates Financial 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 		– Sell
-708
Closed -$6.85K – 154
2025
Q4 		$6.85K Buy
+708
New +$7.08K ﹤0.01% 927

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

Garton & Associates Financial Advisors's ARI Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Apollo Commercial Real Estate (ARI) in Q1 2026, closing a stake of 708 shares — an estimated $6.85K sold.

Garton & Associates Financial Advisors first reported a position in ARI in Q4 2025 and held it in 1 quarter. The position peaked at $6.85K in Q4 2025. 271 funds tracked by Wall St. Rank hold ARI as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Apollo Commercial Real Estate position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 708 Apollo Commercial Real Estate shares in Q1 2026, an estimated $6.85K.
  • Garton & Associates Financial Advisors first reported a position in Apollo Commercial Real Estate in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Apollo Commercial Real Estate position peaked at $6.85K in Q4 2025.
  • 271 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.