PS
ARI

Principal Securities’s Apollo Commercial Real Estate ARI Stock Holding History

Principal Securities’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
Q4 		– Sell
-4,506
Closed -$45.6K – 1466
2025
Q3 		$45.6K Hold
4,506
– – ﹤0.01% 1989
2025
Q2 		$43.6K Buy
4,506
+1,832
+69% +$17.3K ﹤0.01% 1954
2025
Q1 		$23.2K Hold
2,674
– – ﹤0.01% 2122
2024
Q4 		$23.2K Buy
2,674
+84
+3% +$755 ﹤0.01% 2117
2024
Q3 		$23.8K Buy
2,590
+16
+0.6% +$163 ﹤0.01% 2035
2024
Q2 		$25.2K Buy
2,574
+40
+2% +$412 ﹤0.01% 1947
2024
Q1 		$28.2K Buy
2,534
+553
+28% +$6.2K ﹤0.01% 1834
2023
Q4 		$23.3K Buy
+1,981
New +$21.2K ﹤0.01% 1851

Other funds holding ARI

BlackRock
BlackRock New York $5.7T 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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return