United Capital Financial Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

United Capital Financial Advisors’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	$171K	Buy	+15,992	New	+$174K	﹤0.01%	1565
2020 Q3	–	Sell	-48,449	Closed	-$475K	–	1156
2020 Q2	$475K	Sell	48,449 -5,719	-11%	-$48.5K	﹤0.01%	883
2020 Q1	$402K	Sell	54,168 -12,365	-19%	-$193K	﹤0.01%	891
2019 Q4	$1.22M	Sell	66,533 -602	-0.9%	-$11.1K	0.01%	713
2019 Q3	$1.29M	Buy	67,135 +2,799	+4%	+$52.8K	0.01%	676
2019 Q2	$1.18M	Buy	64,336 +16,122	+33%	+$300K	0.01%	759
2019 Q1	$878K	Buy	48,214 +15,546	+48%	+$280K	0.01%	810
2018 Q4	$544K	Buy	32,668 +1,499	+5%	+$27.7K	﹤0.01%	893
2018 Q3	$588K	Buy	31,169 +13,796	+79%	+$263K	﹤0.01%	929
2018 Q2	$318K	Buy	17,373 +6,157	+55%	+$113K	﹤0.01%	1066
2018 Q1	$202K	Buy	+11,216	New	+$205K	﹤0.01%	1233

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 $3.38T AUM 44.17% 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

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

United Capital Financial Advisors's ARI Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Apollo Commercial Real Estate (ARI) in Q2 2026: 15,992 shares worth $171K. The stake represents ﹤0.01% of the portfolio and ranks #1565 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in ARI as recently as Q2 2020.

United Capital Financial Advisors first reported a position in ARI in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.29M in Q3 2019. 285 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

United Capital Financial Advisors held 15,992 shares of Apollo Commercial Real Estate worth $171K as of Q2 2026.
Apollo Commercial Real Estate was a new United Capital Financial Advisors position in Q2 2026.
Apollo Commercial Real Estate made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1565 holding.
United Capital Financial Advisors first reported a position in Apollo Commercial Real Estate in Q1 2018 and has held it in 11 quarters since.
United Capital Financial Advisors's Apollo Commercial Real Estate position peaked at $1.29M in Q3 2019.
285 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.