NWWA
ARI

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

New Wave 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
2025
Q1 		– Sell
-527
Closed -$4.56K – 164
2024
Q4 		$4.56K Buy
+527
New +$4.74K ﹤0.01% 451

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

New Wave Wealth Advisors's ARI Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Apollo Commercial Real Estate (ARI) in Q1 2025, closing a stake of 527 shares — an estimated $4.56K sold.

New Wave Wealth Advisors first reported a position in ARI in Q4 2024 and held it in 1 quarter. The position peaked at $4.56K in Q4 2024. 249 funds tracked by Wall St. Rank hold ARI as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Apollo Commercial Real Estate position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 527 Apollo Commercial Real Estate shares in Q1 2025, an estimated $4.56K.
  • New Wave Wealth Advisors first reported a position in Apollo Commercial Real Estate in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Apollo Commercial Real Estate position peaked at $4.56K in Q4 2024.
  • 249 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.