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

Principal 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	$6.76M	Sell	640,301 -213,593	-25%	-$2.22M	﹤0.01%	1516
2025 Q4	$8.27M	Buy	853,894 +79,740	+10%	+$798K	﹤0.01%	1416
2025 Q3	$7.84M	Buy	774,154 +139,336	+22%	+$1.42M	﹤0.01%	1410
2025 Q2	$6.15M	Sell	634,818 -2,167	-0.3%	-$20.4K	﹤0.01%	1483
2025 Q1	$6.1M	Buy	636,985 +19,871	+3%	+$189K	﹤0.01%	1491
2024 Q4	$5.34M	Buy	617,114 +16,040	+3%	+$144K	﹤0.01%	1575
2024 Q3	$5.52M	Sell	601,074 -45,235	-7%	-$461K	﹤0.01%	1538
2024 Q2	$6.33M	Sell	646,309 -33,663	-5%	-$347K	﹤0.01%	1475
2024 Q1	$7.57M	Buy	679,972 +585	+0.1%	+$6.56K	﹤0.01%	1430
2023 Q4	$7.98M	Sell	679,387 -24,294	-3%	-$260K	0.01%	1398
2023 Q3	$7.13M	Sell	703,681 -37,334	-5%	-$406K	0.01%	1390
2023 Q2	$8.39M	Sell	741,015 -45,817	-6%	-$462K	0.01%	1334
2023 Q1	$7.33M	Sell	786,832 -3,679	-0.5%	-$40.7K	0.01%	1397
2022 Q4	$8.51M	Sell	790,511 -7,735	-1%	-$84.5K	0.01%	1325
2022 Q3	$6.63M	Sell	798,246 -18,366	-2%	-$211K	0.01%	1387
2022 Q2	$8.53M	Sell	816,612 -67,091	-8%	-$823K	0.01%	1343
2022 Q1	$12.3M	Sell	883,703 -5,051	-0.6%	-$68K	0.01%	1258
2021 Q4	$11.7M	Sell	888,754 -20,442	-2%	-$295K	0.01%	1303
2021 Q3	$13.5M	Buy	909,196 +2,761	+0.3%	+$42.2K	0.01%	1242
2021 Q2	$14.5M	Buy	906,435 +7,738	+0.9%	+$119K	0.01%	1218
2021 Q1	$12.6M	Buy	898,697 +10,779	+1%	+$138K	0.01%	1268
2020 Q4	$9.92M	Sell	887,918 -94,911	-10%	-$973K	0.01%	1233
2020 Q3	$8.86M	Sell	982,829 -103,273	-10%	-$951K	0.01%	1146
2020 Q2	$10.7M	Sell	1,086,102 -156,272	-13%	-$1.33M	0.01%	1026
2020 Q1	$9.22M	Sell	1,242,374 -23,545	-2%	-$368K	0.01%	955
2019 Q4	$23.2M	Sell	1,265,919 -21,269	-2%	-$393K	0.02%	692
2019 Q3	$24.7M	Buy	1,287,188 +45,203	+4%	+$852K	0.02%	629
2019 Q2	$22.8M	Buy	1,241,985 +176,723	+17%	+$3.29M	0.02%	680
2019 Q1	$19.4M	Sell	1,065,262 -10,300	-1%	-$185K	0.02%	813
2018 Q4	$17.9M	Buy	1,075,562 +23,659	+2%	+$437K	0.02%	777
2018 Q3	$19.8M	Buy	1,051,903 +33,564	+3%	+$640K	0.02%	863
2018 Q2	$18.6M	Buy	1,018,339 +19,593	+2%	+$359K	0.02%	867
2018 Q1	$18M	Buy	998,746 +130,432	+15%	+$2.39M	0.02%	861
2017 Q4	$16M	Buy	868,314 +26,802	+3%	+$494K	0.01%	975
2017 Q3	$15.2M	Buy	841,512 +5,710	+0.7%	+$103K	0.01%	979
2017 Q2	$15.5M	Buy	835,802 +819,637	+5,070%	+$15.3M	0.02%	943
2017 Q1	$304K	Buy	16,165 +80	+0.5%	+$1.42K	﹤0.01%	2007
2016 Q4	$267K	Buy	16,085 +3,577	+29%	+$60K	﹤0.01%	2034
2016 Q3	$205K	Sell	12,508 -581	-4%	-$9.55K	﹤0.01%	2039
2016 Q2	$210K	Sell	13,089 -1,368	-9%	-$22K	﹤0.01%	2013
2016 Q1	$236K	Buy	14,457 +299	+2%	+$4.8K	﹤0.01%	1984
2015 Q4	$244K	Buy	+14,158	New	+$241K	﹤0.01%	1999
2015 Q3	–	Sell	-10,934	Closed	-$180K	–	2186
2015 Q2	$180K	Buy	+10,934	New	+$188K	﹤0.01%	2056
2014 Q4	–	Sell	-11,039	Closed	-$173K	–	2171
2014 Q3	$173K	Hold	11,039	–	–	﹤0.01%	2055
2014 Q2	$182K	Buy	11,039 +287	+3%	+$4.79K	﹤0.01%	2112
2014 Q1	$179K	Buy	+10,752	New	+$179K	﹤0.01%	2156
2013 Q4	–	Sell	-11,629	Closed	-$178K	–	2277
2013 Q3	$178K	Sell	11,629 -745	-6%	-$11.6K	﹤0.01%	2139
2013 Q2	$196K	Buy	+12,374	New	+$213K	﹤0.01%	2091