HHRDM
ARI

H&H Retirement Design & Management’s Apollo Commercial Real Estate ARI Stock Holding History

H&H Retirement Design & 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
2026
Q2 		$180K Sell
27,319
-4,541
-14% -$49.5K 0.08% 100
2026
Q1 		$352K Hold
31,860
– – 0.17% 72
2025
Q4 		$343K Sell
31,860
-1,373
-4% -$13.7K 0.17% 64
2025
Q3 		$324K Hold
33,233
– – 0.17% 71
2025
Q2 		$322K Hold
33,233
– – 0.18% 69
2025
Q1 		$272K Sell
33,233
-411
-1% -$3.9K 0.18% 65
2024
Q4 		$331K Hold
33,644
– – 0.2% 63
2024
Q3 		$298K Hold
33,644
– – 0.18% 65
2024
Q2 		$366K Hold
33,644
– – 0.23% 66
2024
Q1 		$363K Hold
33,644
– – 0.24% 62
2023
Q4 		$358K Buy
33,644
+1,081
+3% +$11.6K 0.23% 46
2023
Q3 		$329K Buy
32,563
+909
+3% +$9.9K 0.23% 42
2023
Q2 		$369K Buy
31,654
+14
+0% +$141 0.25% 41
2023
Q1 		$290K Hold
31,640
– – 0.18% 43
2022
Q4 		$371K Buy
31,640
+879
+3% +$9.6K 0.31% 54
2022
Q3 		$279K Buy
30,761
+1,060
+4% +$12.2K 0.26% 59
2022
Q2 		$377K Sell
29,701
-115
-0.4% -$1.41K 0.28% 55
2022
Q1 		$400K Sell
29,816
-2
-0% -$27 0.27% 41
2021
Q4 		$381K Buy
29,818
+801
+3% +$11.6K 0.24% 51
2021
Q3 		$438K Hold
29,017
– – 0.27% 30
2021
Q2 		$458K Buy
29,017
+618
+2% +$9.54K 0.28% 31
2021
Q1 		$421K Buy
+28,399
New +$364K 0.25% 33
2020
Q3 		$240K Sell
26,584
-272
-1% -$2.5K 0.19% 35
2020
Q2 		$263K Sell
26,856
-1,494
-5% -$12.7K 0.23% 39
2020
Q1 		$210K Buy
+28,350
New +$443K 0.2% 45

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

H&H Retirement Design & Management's ARI Position: Q2 2026 in Review

H&H Retirement Design & Management reduced its Apollo Commercial Real Estate (ARI) stake by 14% in Q2 2026, selling an estimated $49.5K and leaving 27,319 shares worth $180K. The position accounts for 0.08% of the portfolio, ranked #100.

H&H Retirement Design & Management first reported a position in ARI in Q1 2020 and has held it in 25 quarters since. The position peaked at $458K in Q2 2021. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • H&H Retirement Design & Management held 27,319 shares of Apollo Commercial Real Estate worth $180K as of Q2 2026.
  • H&H Retirement Design & Management sold 4,541 Apollo Commercial Real Estate shares in Q2 2026, an estimated $49.5K.
  • Apollo Commercial Real Estate made up 0.08% of H&H Retirement Design & Management's portfolio in Q2 2026, its #100 holding.
  • H&H Retirement Design & Management first reported a position in Apollo Commercial Real Estate in Q1 2020 and has held it in 25 quarters since.
  • H&H Retirement Design & Management's Apollo Commercial Real Estate position peaked at $458K in Q2 2021.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.