LPL Financial’s Apollo Commercial Real Estate ARI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.44M | Sell |
325,854
-27,419
| -8% | -$285K | ﹤0.01% | 2976 |
|
|
2025
Q4 | $3.42M | Buy |
353,273
+14,447
| +4% | +$144K | ﹤0.01% | 2884 |
|
|
2025
Q3 | $3.43M | Sell |
338,826
-311
| -0.1% | -$3.17K | ﹤0.01% | 2816 |
|
|
2025
Q2 | $3.28M | Buy |
339,137
+55,945
| +20% | +$527K | ﹤0.01% | 2659 |
|
|
2025
Q1 | $2.71M | Buy |
283,192
+4,604
| +2% | +$43.7K | ﹤0.01% | 2675 |
|
|
2024
Q4 | $2.41M | Buy |
278,588
+2,164
| +0.8% | +$19.5K | ﹤0.01% | 2694 |
|
|
2024
Q3 | $2.54M | Sell |
276,424
-10,256
| -4% | -$105K | ﹤0.01% | 2504 |
|
|
2024
Q2 | $2.81M | Sell |
286,680
-1,986
| -0.7% | -$20.5K | ﹤0.01% | 2316 |
|
|
2024
Q1 | $3.22M | Buy |
288,666
+10,809
| +4% | +$121K | ﹤0.01% | 2131 |
|
|
2023
Q4 | $3.26M | Buy |
277,857
+1,429
| +0.5% | +$15.3K | ﹤0.01% | 2015 |
|
|
2023
Q3 | $2.8M | Buy |
276,428
+13,040
| +5% | +$142K | ﹤0.01% | 2022 |
|
|
2023
Q2 | $2.98M | Sell |
263,388
-10,042
| -4% | -$101K | ﹤0.01% | 1926 |
|
|
2023
Q1 | $2.55M | Buy |
273,430
+6,122
| +2% | +$67.8K | ﹤0.01% | 1949 |
|
|
2022
Q4 | $2.88M | Sell |
267,308
-688
| -0.3% | -$7.51K | ﹤0.01% | 1803 |
|
|
2022
Q3 | $2.22M | Buy |
267,996
+16,700
| +7% | +$192K | ﹤0.01% | 1899 |
|
|
2022
Q2 | $2.62M | Buy |
251,296
+14,728
| +6% | +$181K | ﹤0.01% | 1821 |
|
|
2022
Q1 | $3.29M | Buy |
236,568
+12,344
| +6% | +$166K | ﹤0.01% | 1693 |
|
|
2021
Q4 | $2.95M | Buy |
224,224
+9,752
| +5% | +$141K | ﹤0.01% | 1804 |
|
|
2021
Q3 | $3.18M | Buy |
214,472
+36,733
| +21% | +$562K | ﹤0.01% | 1699 |
|
|
2021
Q2 | $2.83M | Buy |
177,739
+17,027
| +11% | +$263K | ﹤0.01% | 1718 |
|
|
2021
Q1 | $2.25M | Buy |
160,712
+23,083
| +17% | +$296K | ﹤0.01% | 1759 |
|
|
2020
Q4 | $1.54M | Sell |
137,629
-47,225
| -26% | -$484K | ﹤0.01% | 1861 |
|
|
2020
Q3 | $1.67M | Buy |
184,854
+17,900
| +11% | +$165K | ﹤0.01% | 1566 |
|
|
2020
Q2 | $1.64M | Sell |
166,954
-22,832
| -12% | -$194K | ﹤0.01% | 1480 |
|
|
2020
Q1 | $1.41M | Sell |
189,786
-8,487
| -4% | -$132K | ﹤0.01% | 1402 |
|
|
2019
Q4 | $3.63M | Buy |
198,273
+112,618
| +131% | +$2.08M | 0.01% | 998 |
|
|
2019
Q3 | $1.64M | Buy |
85,655
+11,891
| +16% | +$224K | ﹤0.01% | 1385 |
|
|
2019
Q2 | $1.36M | Buy |
73,764
+10,791
| +17% | +$201K | ﹤0.01% | 1506 |
|
|
2019
Q1 | $1.15M | Buy |
62,973
+17,481
| +38% | +$315K | ﹤0.01% | 1568 |
|
|
2018
Q4 | $758K | Sell |
45,492
-19,169
| -30% | -$354K | ﹤0.01% | 1728 |
|
|
2018
Q3 | $1.22M | Buy |
64,661
+22,218
| +52% | +$424K | ﹤0.01% | 1528 |
|
|
2018
Q2 | $776K | Sell |
42,443
-2,044
| -5% | -$37.4K | ﹤0.01% | 1819 |
|
|
2018
Q1 | $800K | Sell |
44,487
-19,994
| -31% | -$366K | ﹤0.01% | 1777 |
|
|
2017
Q4 | $1.19M | Sell |
64,481
-348
| -0.5% | -$6.42K | ﹤0.01% | 1405 |
|
|
2017
Q3 | $1.17M | Sell |
64,829
-508
| -0.8% | -$9.2K | ﹤0.01% | 1325 |
|
|
2017
Q2 | $1.21M | Buy |
+65,337
| New | +$1.22M | ﹤0.01% | 1253 |
|
|
2013
Q3 | – | Sell |
-35,260
| Closed | -$560K | – | 2538 |
|
|
2013
Q2 | $560K | Buy |
+35,260
| New | +$607K | ﹤0.01% | 1491 |
|
Other funds holding ARI
VPM
VCM
NSGL
