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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighPoint Advisor Group's ARI Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Apollo Commercial Real Estate (ARI) in Q1 2026, closing a stake of 10,707 shares — an estimated $104K sold.

HighPoint Advisor Group first reported a position in ARI in Q4 2023 and held it in 9 quarters. The position peaked at $137K in Q4 2024. 271 funds tracked by Wall St. Rank hold ARI as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Apollo Commercial Real Estate position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 10,707 Apollo Commercial Real Estate shares in Q1 2026, an estimated $104K.
  • HighPoint Advisor Group first reported a position in Apollo Commercial Real Estate in Q4 2023 and held it in 9 quarters.
  • HighPoint Advisor Group's Apollo Commercial Real Estate position peaked at $137K in Q4 2024.
  • 271 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.