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 Q2	$7.48K	Hold	700	–	–	﹤0.01%	541
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 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

Heritage Wealth Advisors's ARI Position: Q2 2026 in Review

Heritage Wealth Advisors held its Apollo Commercial Real Estate (ARI) position steady in Q2 2026 at 700 shares worth $7.48K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Heritage Wealth Advisors first reported a position in ARI in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.22K in Q4 2023. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

Heritage Wealth Advisors held 700 shares of Apollo Commercial Real Estate worth $7.48K as of Q2 2026.
Heritage Wealth Advisors left its Apollo Commercial Real Estate share count unchanged in Q2 2026.
Apollo Commercial Real Estate made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #541 holding.
Heritage Wealth Advisors first reported a position in Apollo Commercial Real Estate in Q4 2023 and has held it in 11 quarters since.
Heritage Wealth Advisors's Apollo Commercial Real Estate position peaked at $8.22K in Q4 2023.
284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.