Hennion & Walsh Asset Management’s Apollo Commercial Real Estate ARI Stock Holding History

Hennion & Walsh Asset 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	$1.62M	Sell	151,907 -1,543	-1%	-$16.8K	0.05%	438
2026 Q1	$1.62M	Buy	153,450 +24,649	+19%	+$257K	0.05%	395
2025 Q4	$1.25M	Buy	128,801 +81,862	+174%	+$819K	0.04%	471
2025 Q3	$475K	Buy	+46,939	New	+$478K	0.02%	717
2021 Q3	–	Sell	-34,547	Closed	-$551K	–	714
2021 Q2	$551K	Sell	34,547 -1,879	-5%	-$29K	0.03%	500
2021 Q1	$509K	Buy	+36,426	New	+$467K	0.03%	496

Other funds holding ARI

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Longboard Asset Management Phoenix, Arizona $5.96M AUM 32.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return