RFP
ARI

Root Financial Partners’s Apollo Commercial Real Estate ARI Stock Holding History

Root Financial Partners’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 		$3.44K Buy
+326
New +$3.39K ﹤0.01% 2091

Other funds holding ARI

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Root Financial Partners's ARI Position: Q1 2026 in Review

Root Financial Partners opened a new position in Apollo Commercial Real Estate (ARI) in Q1 2026: 326 shares worth $3.44K. The stake represents ﹤0.01% of the portfolio and ranks #2091 among its holdings.

271 funds tracked by Wall St. Rank hold ARI as of Q1 2026.

  • Root Financial Partners held 326 shares of Apollo Commercial Real Estate worth $3.44K as of Q1 2026.
  • Apollo Commercial Real Estate was a new Root Financial Partners position in Q1 2026.
  • Apollo Commercial Real Estate made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2091 holding.
  • 271 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.