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SVB Wealth’s Apollo Commercial Real Estate ARI Stock Holding History

SVB Wealth’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
Q2 		– Sell
-2,864
Closed -$27.4K – 541
2025
Q1 		$27.4K Sell
2,864
-11,798
-80% -$112K ﹤0.01% 689
2024
Q4 		$127K Buy
+14,662
New +$132K ﹤0.01% 704
2024
Q3 		– Sell
-16,357
Closed -$160K – 59
2024
Q2 		$160K Sell
16,357
-1,266
-7% -$13.1K ﹤0.01% 691
2024
Q1 		$196K Buy
+17,623
New +$198K ﹤0.01% 771
2023
Q4 		– Sell
-11,899
Closed -$121K – 884
2023
Q3 		$121K Sell
11,899
-72
-0.6% -$784 ﹤0.01% 791
2023
Q2 		$136K Sell
11,971
-12,730
-52% -$128K ﹤0.01% 858
2023
Q1 		$230K Sell
24,701
-3,757
-13% -$41.6K ﹤0.01% 830
2022
Q4 		$306K Buy
28,458
+310
+1% +$3.39K ﹤0.01% 743
2022
Q3 		$233K Buy
28,148
+4,473
+19% +$51.3K ﹤0.01% 783
2022
Q2 		$248K Buy
23,675
+717
+3% +$8.8K ﹤0.01% 624
2022
Q1 		$319K Buy
+22,958
New +$309K ﹤0.01% 570
2021
Q4 		– Sell
-61,860
Closed -$917K – 818
2021
Q3 		$917K Buy
61,860
+37,627
+155% +$575K 0.01% 415
2021
Q2 		$387K Buy
24,233
+4,155
+21% +$64.2K ﹤0.01% 661
2021
Q1 		$280K Buy
20,078
+8,852
+79% +$114K ﹤0.01% 713
2020
Q4 		$125K Buy
+11,226
New +$115K ﹤0.01% 789

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SVB Wealth's ARI Position: Q2 2025 in Review

SVB Wealth sold out of Apollo Commercial Real Estate (ARI) in Q2 2025, closing a stake of 2,864 shares — an estimated $27.4K sold.

SVB Wealth first reported a position in ARI in Q4 2020 and held it in 15 quarters. The position peaked at $917K in Q3 2021. 253 funds tracked by Wall St. Rank hold ARI as of Q2 2025.

  • SVB Wealth reported no remaining Apollo Commercial Real Estate position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,864 Apollo Commercial Real Estate shares in Q2 2025, an estimated $27.4K.
  • SVB Wealth first reported a position in Apollo Commercial Real Estate in Q4 2020 and held it in 15 quarters.
  • SVB Wealth's Apollo Commercial Real Estate position peaked at $917K in Q3 2021.
  • 253 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.