HWA
ARI

Heritage Wealth Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Heritage Wealth Advisors’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
Q1 		$7.39K Hold
700
– – ﹤0.01% 540
2025
Q4 		$6.78K Hold
700
– – ﹤0.01% 479
2025
Q3 		$7.09K Hold
700
– – ﹤0.01% 450
2025
Q2 		$6.78K Hold
700
– – ﹤0.01% 445
2025
Q1 		$6.7K Hold
700
– – ﹤0.01% 437
2024
Q4 		$6.06K Hold
700
– – ﹤0.01% 476
2024
Q3 		$6.43K Hold
700
– – ﹤0.01% 467
2024
Q2 		$6.85K Hold
700
– – ﹤0.01% 438
2024
Q1 		$7.8K Hold
700
– – ﹤0.01% 448
2023
Q4 		$8.22K Buy
+700
New +$7.5K ﹤0.01% 460

Other funds holding ARI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return