West Branch Capital’s Apollo Commercial Real Estate ARI Stock Holding History

West Branch Capital’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 Q3	–	Sell	-265	Closed	-$2.57K	–	454
2025 Q2	$2.57K	Hold	265	–	–	﹤0.01%	367
2025 Q1	$2.54K	Hold	265	–	–	﹤0.01%	389
2024 Q4	$2.29K	Hold	265	–	–	﹤0.01%	378
2024 Q3	$2.44K	Hold	265	–	–	﹤0.01%	369
2024 Q2	$2.6K	Hold	265	–	–	﹤0.01%	370
2024 Q1	$2.95K	Hold	265	–	–	﹤0.01%	361
2023 Q4	$3.11K	Hold	265	–	–	﹤0.01%	377
2023 Q3	$2.69K	Hold	265	–	–	﹤0.01%	376
2023 Q2	$3K	Hold	265	–	–	﹤0.01%	381
2023 Q1	$2.47K	Hold	265	–	–	﹤0.01%	389
2022 Q4	$2.85K	Hold	265	–	–	﹤0.01%	380
2022 Q3	$2K	Hold	265	–	–	﹤0.01%	393
2022 Q2	$3K	Hold	265	–	–	﹤0.01%	363
2022 Q1	$4K	Hold	265	–	–	﹤0.01%	368
2021 Q4	$3K	Hold	265	–	–	﹤0.01%	401
2021 Q3	$4K	Hold	265	–	–	﹤0.01%	370
2021 Q2	$4K	Buy	+265	New	+$4.09K	﹤0.01%	385

Other funds holding ARI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

West Branch Capital's ARI Position: Q3 2025 in Review

West Branch Capital sold out of Apollo Commercial Real Estate (ARI) in Q3 2025, closing a stake of 265 shares — an estimated $2.57K sold.

West Branch Capital first reported a position in ARI in Q2 2021 and held it in 17 quarters. The position peaked at $4K in Q1 2022. 262 funds tracked by Wall St. Rank hold ARI as of Q3 2025.

West Branch Capital reported no remaining Apollo Commercial Real Estate position as of Q3 2025 after selling out during the quarter.
West Branch Capital sold 265 Apollo Commercial Real Estate shares in Q3 2025, an estimated $2.57K.
West Branch Capital first reported a position in Apollo Commercial Real Estate in Q2 2021 and held it in 17 quarters.
West Branch Capital's Apollo Commercial Real Estate position peaked at $4K in Q1 2022.
262 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2025.

Based on West Branch Capital's 13F filing for Q3 2025, filed 21 Oct 2025.