IFWM
ARI

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

Institute for 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
2026
Q1 		– Sell
-12,093
Closed -$117K – 547
2025
Q4 		$117K Buy
12,093
+200
+2% +$2K 0.01% 533
2025
Q3 		$120K Buy
+11,893
New +$121K 0.01% 553
2025
Q1 		– Sell
-27,485
Closed -$238K – 527
2024
Q4 		$238K Buy
27,485
+3,500
+15% +$31.5K 0.03% 452
2024
Q3 		$220K Buy
23,985
+1,862
+8% +$19K 0.03% 499
2024
Q2 		$217K Sell
22,123
-1,412
-6% -$14.6K 0.03% 459
2024
Q1 		$262K Sell
23,535
-1,438
-6% -$16.1K 0.03% 420
2023
Q4 		$293K Hold
24,973
– – 0.05% 377
2023
Q3 		$253K Buy
+24,973
New +$272K 0.05% 385

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