Optimum Investment Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Optimum Investment 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 Q3	$5.07K	Hold	500	–	–	﹤0.01%	544
2025 Q2	$4.84K	Hold	500	–	–	﹤0.01%	554
2025 Q1	$4.79K	Hold	500	–	–	﹤0.01%	562
2024 Q4	$4.33K	Hold	500	–	–	﹤0.01%	564
2024 Q3	$4.59K	Hold	500	–	–	﹤0.01%	576
2024 Q2	$4.89K	Hold	500	–	–	﹤0.01%	562
2024 Q1	$5.57K	Hold	500	–	–	﹤0.01%	561
2023 Q4	$5.87K	Hold	500	–	–	﹤0.01%	548
2023 Q3	$5.07K	Hold	500	–	–	﹤0.01%	604
2023 Q2	$5.66K	Hold	500	–	–	﹤0.01%	599
2023 Q1	$4.66K	Hold	500	–	–	﹤0.01%	631
2022 Q4	$5.38K	Hold	500	–	–	﹤0.01%	623
2022 Q3	$4K	Hold	500	–	–	﹤0.01%	670
2022 Q2	$5K	Hold	500	–	–	﹤0.01%	667
2022 Q1	$7K	Hold	500	–	–	﹤0.01%	682
2021 Q4	$7K	Hold	500	–	–	﹤0.01%	702
2021 Q3	$7K	Hold	500	–	–	﹤0.01%	709
2021 Q2	$8K	Hold	500	–	–	﹤0.01%	768
2021 Q1	$7K	Hold	500	–	–	﹤0.01%	798
2020 Q4	$6K	Hold	500	–	–	﹤0.01%	764
2020 Q3	$5K	Hold	500	–	–	﹤0.01%	754
2020 Q2	$5K	Hold	500	–	–	﹤0.01%	744
2020 Q1	$4K	Sell	500 -1,800	-78%	-$28.1K	﹤0.01%	761
2019 Q4	$42K	Hold	2,300	–	–	0.01%	544
2019 Q3	$44K	Hold	2,300	–	–	0.01%	537
2019 Q2	$42K	Hold	2,300	–	–	0.01%	536
2019 Q1	$42K	Hold	2,300	–	–	0.01%	540
2018 Q4	$38K	Hold	2,300	–	–	0.01%	507
2018 Q3	$43K	Hold	2,300	–	–	0.01%	555
2018 Q2	$42K	Hold	2,300	–	–	0.01%	563
2018 Q1	$41K	Buy	+2,300	New	+$42.1K	0.01%	554

Other funds holding ARI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's ARI Position: Q3 2025 in Review

Optimum Investment Advisors held its Apollo Commercial Real Estate (ARI) position steady in Q3 2025 at 500 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Optimum Investment Advisors first reported a position in ARI in Q1 2018 and has held it in 31 quarters since. The position peaked at $44K in Q3 2019. 262 funds tracked by Wall St. Rank hold ARI as of Q3 2025.

Optimum Investment Advisors held 500 shares of Apollo Commercial Real Estate worth $5.07K as of Q3 2025.
Optimum Investment Advisors left its Apollo Commercial Real Estate share count unchanged in Q3 2025.
Apollo Commercial Real Estate made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #544 holding.
Optimum Investment Advisors first reported a position in Apollo Commercial Real Estate in Q1 2018 and has held it in 31 quarters since.
Optimum Investment Advisors's Apollo Commercial Real Estate position peaked at $44K in Q3 2019.
262 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.