MFG
ARI

Merit Financial Group’s Apollo Commercial Real Estate ARI Stock Holding History

Merit Financial Group’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 		$1.36M Buy
128,997
+1,568
+1% +$16.3K 0.01% 848
2025
Q4 		$1.23M Buy
127,429
+8,763
+7% +$87.6K 0.01% 849
2025
Q3 		$1.2M Buy
118,666
+2,033
+2% +$20.7K 0.01% 768
2025
Q2 		$1.13M Sell
116,633
-1,214
-1% -$11.4K 0.01% 735
2025
Q1 		$1.13M Buy
117,847
+3,208
+3% +$30.4K 0.02% 612
2024
Q4 		$993K Buy
114,639
+10,447
+10% +$93.9K 0.02% 514
2024
Q3 		$958K Sell
104,192
-6,106
-6% -$62.3K 0.02% 438
2024
Q2 		$1.08M Sell
110,298
-1,740
-2% -$17.9K 0.02% 389
2024
Q1 		$1.13M Sell
112,038
-34,914
-24% -$391K 0.03% 372
2023
Q4 		$1.73M Sell
146,952
-49,164
-25% -$526K 0.05% 222
2023
Q3 		$1.99M Sell
196,116
-108,941
-36% -$1.19M 0.07% 221
2023
Q2 		$3.45M Buy
+305,057
New +$3.08M 0.11% 140

Other funds holding ARI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return