Wealth Enhancement Advisory Services
ARI icon

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
Q3 		$683K Sell
109,510
-23,407
-18% -$170K ﹤0.01% 2508
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's ARI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Apollo Commercial Real Estate (ARI) stake by 18% in Q3 2026, selling an estimated $170K and leaving 109,510 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

Wealth Enhancement Advisory Services first reported a position in ARI in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.07M in Q4 2025. 8 funds tracked by Wall St. Rank hold ARI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 109,510 shares of Apollo Commercial Real Estate worth $683K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 23,407 Apollo Commercial Real Estate shares in Q3 2026, an estimated $170K.
  • Apollo Commercial Real Estate made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2508 holding.
  • Wealth Enhancement Advisory Services first reported a position in Apollo Commercial Real Estate in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Apollo Commercial Real Estate position peaked at $2.07M in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.