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 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 $3.37T 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 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

Institute for Wealth Management's ARI Position: Q1 2026 in Review

Institute for Wealth Management sold out of Apollo Commercial Real Estate (ARI) in Q1 2026, closing a stake of 12,093 shares — an estimated $117K sold.

Institute for Wealth Management first reported a position in ARI in Q3 2023 and held it in 8 quarters. The position peaked at $293K in Q4 2023. 271 funds tracked by Wall St. Rank hold ARI as of Q1 2026.

Institute for Wealth Management reported no remaining Apollo Commercial Real Estate position as of Q1 2026 after selling out during the quarter.
Institute for Wealth Management sold 12,093 Apollo Commercial Real Estate shares in Q1 2026, an estimated $117K.
Institute for Wealth Management first reported a position in Apollo Commercial Real Estate in Q3 2023 and held it in 8 quarters.
Institute for Wealth Management's Apollo Commercial Real Estate position peaked at $293K in Q4 2023.
271 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.