TWD
ARI

True Wealth Design’s Apollo Commercial Real Estate ARI Stock Holding History

True Wealth Design’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 		$502 Hold
47
– – ﹤0.01% 2201
2026
Q1 		$497 Sell
47
-111
-70% -$1.16K ﹤0.01% 2056
2025
Q4 		$1.53K Sell
158
-26
-14% -$260 ﹤0.01% 1550
2025
Q3 		$1.86K Buy
+184
New +$1.88K ﹤0.01% 1489
2025
Q2 		– Sell
-14
Closed -$134 – 2583
2025
Q1 		$134 Buy
+14
New +$133 ﹤0.01% 2101

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Charles Schwab
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

True Wealth Design's ARI Position: Q2 2026 in Review

True Wealth Design held its Apollo Commercial Real Estate (ARI) position steady in Q2 2026 at 47 shares worth $502. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

True Wealth Design first reported a position in ARI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.86K in Q3 2025. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • True Wealth Design held 47 shares of Apollo Commercial Real Estate worth $502 as of Q2 2026.
  • True Wealth Design left its Apollo Commercial Real Estate share count unchanged in Q2 2026.
  • Apollo Commercial Real Estate made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2201 holding.
  • True Wealth Design first reported a position in Apollo Commercial Real Estate in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's Apollo Commercial Real Estate position peaked at $1.86K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.