BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in ARI — Apollo Commercial Real Estate Finance, Inc.
CIK 2010186
CINCINNATI, OH
Position in ARI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$113,475
+$1,275 QoQ
Shares Held
10,625
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#194
of 281 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ARI Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $160,693 across 5 REIT - Mortgage names. ARI ranks #1 (70.6% of the industry book) .
All Filings in ARI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,475 | 10,625 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $112,200 | 10,625 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $102,850 | 10,625 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $107,631 | 10,625 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $102,850 | 10,625 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $130,391 | 13,625 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $128,384 | 14,825 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $136,241 | 14,825 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $145,136 | 14,825 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $165,150 | 14,825 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $174,045 | 14,825 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $150,177 | 14,825 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $181,403 | 16,025 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $1,163 | 125 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $1,345 | 125 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $1,037 | 125 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $1,305 | 125 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $1,741 | 125 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $1,853 | 125 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $1,993 | 125 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $1,746 | 125 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $1,396 | 125 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $1,126 | 125 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $1,226 | 125 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $927 | 125 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||