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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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

Hennion & Walsh Asset Management's ARI Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Apollo Commercial Real Estate (ARI) stake by 1% in Q2 2026, selling an estimated $16.8K and leaving 151,907 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #438.

Hennion & Walsh Asset Management first reported a position in ARI in Q1 2021 and has held it in 6 quarters since. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

Hennion & Walsh Asset Management held 151,907 shares of Apollo Commercial Real Estate worth $1.62M as of Q2 2026.
Hennion & Walsh Asset Management sold 1,543 Apollo Commercial Real Estate shares in Q2 2026, an estimated $16.8K.
Apollo Commercial Real Estate made up 0.05% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #438 holding.
Hennion & Walsh Asset Management first reported a position in Apollo Commercial Real Estate in Q1 2021 and has held it in 6 quarters since.
284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.