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 Q3	$937K	Sell	151,183 -724	-0.5%	-$5.26K	0.03%	588
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Hennion & Walsh Asset Management's ARI Position: Q3 2026 in Review

Hennion & Walsh Asset Management reduced its Apollo Commercial Real Estate (ARI) stake by 0.48% in Q3 2026, selling an estimated $5.26K and leaving 151,183 shares worth $937K. The position accounts for 0.03% of the portfolio, ranked #588.

Hennion & Walsh Asset Management first reported a position in ARI in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.62M in Q2 2026. 8 funds tracked by Wall St. Rank hold ARI as of Q3 2026.

Hennion & Walsh Asset Management held 151,183 shares of Apollo Commercial Real Estate worth $937K as of Q3 2026.
Hennion & Walsh Asset Management sold 724 Apollo Commercial Real Estate shares in Q3 2026, an estimated $5.26K.
Apollo Commercial Real Estate made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #588 holding.
Hennion & Walsh Asset Management first reported a position in Apollo Commercial Real Estate in Q1 2021 and has held it in 7 quarters since.
Hennion & Walsh Asset Management's Apollo Commercial Real Estate position peaked at $1.62M in Q2 2026.
8 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.