KAS
ARI

Kestra Advisory Services’s Apollo Commercial Real Estate ARI Stock Holding History

Kestra Advisory Services’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 		$959K Buy
89,759
+3,819
+4% +$41.6K ﹤0.01% 1860
2026
Q1 		$908K Buy
85,940
+4,514
+6% +$47K ﹤0.01% 1799
2025
Q4 		$788K Sell
81,426
-4,681
-5% -$46.8K ﹤0.01% 1827
2025
Q3 		$872K Sell
86,107
-8,635
-9% -$88K ﹤0.01% 1679
2025
Q2 		$917K Buy
94,742
+5,292
+6% +$49.9K ﹤0.01% 1534
2025
Q1 		$856K Buy
89,450
+1,498
+2% +$14.2K ﹤0.01% 1478
2024
Q4 		$762K Buy
87,952
+69,951
+389% +$629K ﹤0.01% 1581
2024
Q3 		$170K Sell
18,001
-84,353
-82% -$860K ﹤0.01% 2401
2024
Q2 		$1.04M Buy
102,354
+877
+0.9% +$9.04K 0.01% 1297
2024
Q1 		$1.17M Buy
+101,477
New +$1.14M 0.01% 1152

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Kestra Advisory Services's ARI Position: Q2 2026 in Review

Kestra Advisory Services increased its Apollo Commercial Real Estate (ARI) stake by 4.4% in Q2 2026, buying an estimated $41.6K and bringing the position to 89,759 shares worth $959K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Kestra Advisory Services first reported a position in ARI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.17M in Q1 2024. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Kestra Advisory Services held 89,759 shares of Apollo Commercial Real Estate worth $959K as of Q2 2026.
  • Kestra Advisory Services bought 3,819 Apollo Commercial Real Estate shares in Q2 2026, an estimated $41.6K.
  • Apollo Commercial Real Estate made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1860 holding.
  • Kestra Advisory Services first reported a position in Apollo Commercial Real Estate in Q1 2024 and has held it in 10 quarters since.
  • Kestra Advisory Services's Apollo Commercial Real Estate position peaked at $1.17M in Q1 2024.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.