Wealth Enhancement Advisory Services
ARI

Wealth Enhancement Advisory Services’s Apollo Commercial Real Estate ARI Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.39M Buy
132,917
+4,542
+4% +$49.5K ﹤0.01% 1847
2026
Q1 		$1.36M Sell
128,375
-83,084
-39% -$865K ﹤0.01% 1609
2025
Q4 		$2.07M Buy
211,459
+39,651
+23% +$397K ﹤0.01% 1493
2025
Q3 		$1.72M Buy
171,808
+122,970
+252% +$1.25M ﹤0.01% 1533
2025
Q2 		$482K Buy
48,838
+5,023
+11% +$47.3K ﹤0.01% 2254
2025
Q1 		$419K Buy
43,815
+4,023
+10% +$38.2K ﹤0.01% 2172
2024
Q4 		$345K Sell
39,792
-2,432
-6% -$21.9K ﹤0.01% 2266
2024
Q3 		$388K Buy
42,224
+13,348
+46% +$136K ﹤0.01% 2002
2024
Q2 		$283K Buy
28,876
+6,866
+31% +$70.8K ﹤0.01% 2024
2024
Q1 		$245K Sell
22,010
-44,864
-67% -$503K ﹤0.01% 2052
2023
Q4 		$785K Sell
66,874
-4,156
-6% -$44.5K ﹤0.01% 1268
2023
Q3 		$720K Buy
+71,030
New +$773K ﹤0.01% 1238

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

Wealth Enhancement Advisory Services's ARI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Apollo Commercial Real Estate (ARI) stake by 3.5% in Q2 2026, buying an estimated $49.5K and bringing the position to 132,917 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Wealth Enhancement Advisory Services first reported a position in ARI in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.07M in Q4 2025. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 132,917 shares of Apollo Commercial Real Estate worth $1.39M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,542 Apollo Commercial Real Estate shares in Q2 2026, an estimated $49.5K.
  • Apollo Commercial Real Estate made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1847 holding.
  • Wealth Enhancement Advisory Services first reported a position in Apollo Commercial Real Estate in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Apollo Commercial Real Estate position peaked at $2.07M in Q4 2025.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.