WANY
ARI

Wealthspire Advisors (New York)’s Apollo Commercial Real Estate ARI Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-30
Closed -$304 – 1149
2025
Q3 		$304 Buy
+30
New +$306 ﹤0.01% 2892

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s ARI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Apollo Commercial Real Estate (ARI) in Q4 2025, closing a stake of 30 shares — an estimated $304 sold.

Wealthspire Advisors (New York) first reported a position in ARI in Q3 2025 and held it in 1 quarter. The position peaked at $304 in Q3 2025. 261 funds tracked by Wall St. Rank hold ARI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Apollo Commercial Real Estate position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 30 Apollo Commercial Real Estate shares in Q4 2025, an estimated $304.
  • Wealthspire Advisors (New York) first reported a position in Apollo Commercial Real Estate in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Apollo Commercial Real Estate position peaked at $304 in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.