MassMutual Private Wealth & Trust’s Apollo Commercial Real Estate ARI Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$527	Sell	85 -157	-65%	-$1.14K	﹤0.01%	2201
2026 Q2	$2.58K	Hold	242	–	–	﹤0.01%	1925
2026 Q1	$2.56K	Hold	242	–	–	﹤0.01%	1907
2025 Q4	$2.34K	Hold	242	–	–	﹤0.01%	1950
2025 Q3	$2.45K	Hold	242	–	–	﹤0.01%	1927
2025 Q2	$2.34K	Sell	242 -419	-63%	-$3.95K	﹤0.01%	1905
2025 Q1	$6.33K	Buy	661 +75	+13%	+$712	﹤0.01%	1488
2024 Q4	$5.08K	Buy	+586	New	+$5.27K	﹤0.01%	1528
2024 Q2	–	Sell	-198	Closed	-$2.21K	–	2134
2024 Q1	$2.21K	Buy	+198	New	+$2.22K	﹤0.01%	1513

Other funds holding ARI

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

MassMutual Private Wealth & Trust's ARI Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Apollo Commercial Real Estate (ARI) stake by 65% in Q3 2026, selling an estimated $1.14K and leaving 85 shares worth $527. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

MassMutual Private Wealth & Trust first reported a position in ARI in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.33K in Q1 2025. 8 funds tracked by Wall St. Rank hold ARI as of Q3 2026.

MassMutual Private Wealth & Trust held 85 shares of Apollo Commercial Real Estate worth $527 as of Q3 2026.
MassMutual Private Wealth & Trust sold 157 Apollo Commercial Real Estate shares in Q3 2026, an estimated $1.14K.
Apollo Commercial Real Estate made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2201 holding.
MassMutual Private Wealth & Trust first reported a position in Apollo Commercial Real Estate in Q1 2024 and has held it in 9 quarters since.
MassMutual Private Wealth & Trust's Apollo Commercial Real Estate position peaked at $6.33K in Q1 2025.
8 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.