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 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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.