IWM
ARI

IHT Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History

IHT Wealth Management’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
2021
Q3 		– Sell
-26,030
Closed -$415K – 819
2021
Q2 		$415K Buy
26,030
+30
+0.1% +$463 0.03% 594
2021
Q1 		$363K Buy
26,000
+11,000
+73% +$141K 0.03% 563
2020
Q4 		$168K Buy
+15,000
New +$154K 0.01% 697

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

IHT Wealth Management's ARI Position: Q3 2021 in Review

IHT Wealth Management sold out of Apollo Commercial Real Estate (ARI) in Q3 2021, closing a stake of 26,030 shares — an estimated $415K sold.

IHT Wealth Management first reported a position in ARI in Q4 2020 and held it in 3 quarters. The position peaked at $415K in Q2 2021. 209 funds tracked by Wall St. Rank hold ARI as of Q3 2021.

  • IHT Wealth Management reported no remaining Apollo Commercial Real Estate position as of Q3 2021 after selling out during the quarter.
  • IHT Wealth Management sold 26,030 Apollo Commercial Real Estate shares in Q3 2021, an estimated $415K.
  • IHT Wealth Management first reported a position in Apollo Commercial Real Estate in Q4 2020 and held it in 3 quarters.
  • IHT Wealth Management's Apollo Commercial Real Estate position peaked at $415K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.