Steward Partners Investment Advisory’s Apollo Commercial Real Estate ARI Stock Holding History

Steward Partners Investment Advisory’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 Q2	$49.6K	Buy	4,641 +3,641	+364%	+$39.7K	﹤0.01%	2947
2026 Q1	$10.6K	Sell	1,000 -9,438	-90%	-$98.3K	﹤0.01%	3529
2025 Q4	$101K	Buy	10,438 +9,438	+944%	+$94.4K	﹤0.01%	2283
2025 Q3	$10.1K	Hold	1,000	–	–	﹤0.01%	3402
2025 Q2	$9.68K	Hold	1,000	–	–	﹤0.01%	3231
2025 Q1	$9.57K	Sell	1,000 -1,200	-55%	-$11.4K	﹤0.01%	3119
2024 Q4	$19.1K	Hold	2,200	–	–	﹤0.01%	2824
2024 Q3	$20.2K	Sell	2,200 -1,614	-42%	-$16.5K	﹤0.01%	2662
2024 Q2	$37.3K	Buy	3,814 +1,614	+73%	+$16.6K	﹤0.01%	2244
2024 Q1	$24.5K	Hold	2,200	–	–	﹤0.01%	2436
2023 Q4	$25.8K	Hold	2,200	–	–	﹤0.01%	2285
2023 Q3	$22.3K	Hold	2,200	–	–	﹤0.01%	2253
2023 Q2	$24.9K	Hold	2,200	–	–	﹤0.01%	2183
2023 Q1	$20.5K	Hold	2,200	–	–	﹤0.01%	2239
2022 Q4	$23.7K	Hold	2,200	–	–	﹤0.01%	2158
2022 Q3	$18K	Hold	2,200	–	–	﹤0.01%	2262
2022 Q2	$23K	Hold	2,200	–	–	﹤0.01%	2150
2022 Q1	$31K	Hold	2,200	–	–	﹤0.01%	2154
2021 Q4	$29K	Buy	2,200 +1,000	+83%	+$14.4K	﹤0.01%	2156
2021 Q3	$18K	Hold	1,200	–	–	﹤0.01%	2361
2021 Q2	$19K	Sell	1,200 -1,060	-47%	-$16.4K	﹤0.01%	5186
2021 Q1	$31.6K	Sell	2,260 -340	-13%	-$4.36K	﹤0.01%	2234
2020 Q4	$29K	Sell	2,600 -1,600	-38%	-$16.4K	﹤0.01%	1920
2020 Q3	$38K	Sell	4,200 -3,300	-44%	-$30.4K	﹤0.01%	1617
2020 Q2	$74K	Hold	7,500	–	–	﹤0.01%	1264
2020 Q1	$55K	Sell	7,500 -1	-0%	-$16	﹤0.01%	1218
2019 Q4	$137K	Sell	7,501 -1	-0%	-$18	﹤0.01%	1004
2019 Q3	$143K	Hold	7,502	–	–	﹤0.01%	950
2019 Q2	$137K	Buy	+7,502	New	+$140K	0.01%	934
2018 Q4	–	Sell	-400	Closed	-$8K	–	849
2018 Q3	$8K	Hold	400	–	–	﹤0.01%	1944
2018 Q2	$7K	Hold	400	–	–	﹤0.01%	1852
2018 Q1	$7K	Buy	+400	New	+$7.32K	﹤0.01%	1674

Other funds holding ARI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Steward Partners Investment Advisory's ARI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Apollo Commercial Real Estate (ARI) stake by 364% in Q2 2026, buying an estimated $39.7K and bringing the position to 4,641 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2947.

Steward Partners Investment Advisory first reported a position in ARI in Q1 2018 and has held it in 32 quarters since. The position peaked at $143K in Q3 2019. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

Steward Partners Investment Advisory held 4,641 shares of Apollo Commercial Real Estate worth $49.6K as of Q2 2026.
Steward Partners Investment Advisory bought 3,641 Apollo Commercial Real Estate shares in Q2 2026, an estimated $39.7K.
Apollo Commercial Real Estate made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2947 holding.
Steward Partners Investment Advisory first reported a position in Apollo Commercial Real Estate in Q1 2018 and has held it in 32 quarters since.
Steward Partners Investment Advisory's Apollo Commercial Real Estate position peaked at $143K in Q3 2019.
284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.