HWA
ARI

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

HHM 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
2024
Q4 		– Sell
-600
Closed -$5.51K – 1011
2024
Q3 		$5.51K Sell
600
-300
-33% -$3.06K ﹤0.01% 640
2024
Q2 		$8.81K Buy
+900
New +$9.28K ﹤0.01% 562

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HHM Wealth Advisors's ARI Position: Q4 2024 in Review

HHM Wealth Advisors sold out of Apollo Commercial Real Estate (ARI) in Q4 2024, closing a stake of 600 shares — an estimated $5.51K sold.

HHM Wealth Advisors first reported a position in ARI in Q2 2024 and held it in 2 quarters. The position peaked at $8.81K in Q2 2024. 239 funds tracked by Wall St. Rank hold ARI as of Q4 2024.

  • HHM Wealth Advisors reported no remaining Apollo Commercial Real Estate position as of Q4 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 600 Apollo Commercial Real Estate shares in Q4 2024, an estimated $5.51K.
  • HHM Wealth Advisors first reported a position in Apollo Commercial Real Estate in Q2 2024 and held it in 2 quarters.
  • HHM Wealth Advisors's Apollo Commercial Real Estate position peaked at $8.81K in Q2 2024.
  • 239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2024.

Based on HHM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.