H&H Retirement Design & Management’s Apollo Commercial Real Estate ARI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VPM
VCM
NSGL
