HAG
ARI

HighPoint Advisor Group’s Apollo Commercial Real Estate ARI Stock Holding History

HighPoint Advisor Group’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 		– Sell
-10,707
Closed -$104K – 677
2025
Q4 		$104K Sell
10,707
-1,149
-10% -$11.5K ﹤0.01% 1051
2025
Q3 		$120K Sell
11,856
-225
-2% -$2.29K 0.01% 673
2025
Q2 		$117K Buy
12,081
+89
+0.7% +$839 0.01% 661
2025
Q1 		$114K Sell
11,992
-1,748
-13% -$16.6K 0.01% 634
2024
Q4 		$137K Buy
13,740
+325
+2% +$2.92K 0.01% 646
2024
Q3 		$118K Buy
13,415
+1,496
+13% +$15.3K 0.01% 644
2024
Q2 		$131K Buy
11,919
+133
+1% +$1.37K 0.01% 591
2024
Q1 		$119K Buy
11,786
+125
+1% +$1.4K 0.01% 615
2023
Q4 		$132K Buy
+11,661
New +$125K 0.01% 609

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