JFS Wealth Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

JFS Wealth Advisors’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 Q2	$1.79K	Buy	+168	New	+$1.83K	﹤0.01%	1645

Other funds holding ARI

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

JFS Wealth Advisors's ARI Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Apollo Commercial Real Estate (ARI) in Q2 2026: 168 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #1645 among its holdings.

66 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

JFS Wealth Advisors held 168 shares of Apollo Commercial Real Estate worth $1.79K as of Q2 2026.
Apollo Commercial Real Estate was a new JFS Wealth Advisors position in Q2 2026.
Apollo Commercial Real Estate made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1645 holding.
66 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.