WA
ARI

Waverly Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Waverly 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 		$213K Buy
+19,916
New +$217K ﹤0.01% 1601

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

Waverly Advisors's ARI Position: Q2 2026 in Review

Waverly Advisors opened a new position in Apollo Commercial Real Estate (ARI) in Q2 2026: 19,916 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1601 among its holdings.

284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Waverly Advisors held 19,916 shares of Apollo Commercial Real Estate worth $213K as of Q2 2026.
  • Apollo Commercial Real Estate was a new Waverly Advisors position in Q2 2026.
  • Apollo Commercial Real Estate made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1601 holding.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.