One Wealth Map LLC ARI APOLLO COML REAL EST FIN INC

Ownership history in One Wealth Map LLC  ·  23 quarters on record

AI Ownership Summary

One Wealth Map LLC reported APOLLO COML REAL EST FIN INC (ARI) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.23% in 2024 Q2. The latest visible filing shows ARI at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ARI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was One Wealth Map LLC's position in APOLLO COML REAL EST FIN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ARI was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How One Wealth Map LLC held ARI — position size vs. price
% of Fund (quarterly)    ARI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 31,860 0% 0.17% $352K 2026-05-04 $10.99
2025 Q4 REDUCED 31,860 -1,373 -4.1% 0.17% $343K 2026-02-04 $10.61
2025 Q3 UNCHANGED 33,233 0% 0.17% $324K 2025-11-12 $9.41
2025 Q2 UNCHANGED 33,233 0% 0.18% $322K 2025-07-23 $9.13
2025 Q1 REDUCED 33,233 -411 -1.2% 0.18% $272K 2025-04-22 $7.81
2024 Q4 UNCHANGED 33,644 0% 0.20% $331K 2025-02-24 $8.65
2024 Q3 UNCHANGED 33,644 0% 0.18% $298K 2024-10-16 $7.70
2024 Q2 UNCHANGED 33,644 0% 0.23% $366K 2024-07-23 $9.23
2023 Q4 ADDED 33,644 +1,081 +3.3% 0.23% $358K 2024-02-09 $8.36
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About One Wealth Map LLC and ARI

These are the practical questions this page is built to answer before you even open the full history table.

How long has One Wealth Map LLC reported owning ARI?

One Wealth Map LLC reported ARI across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ARI position in One Wealth Map LLC's portfolio?

The largest reported portfolio weight for ARI was 0.23% in 2024 Q2.

What is the latest reported ARI position on this page?

The most recent filing on this page is 2026 Q1, when One Wealth Map LLC reported 31,860 shares, equal to 0.17% of portfolio, with an estimated market value of $352K.

What does the chart on this ARI ownership page compare?

The chart compares One Wealth Map LLC's quarterly ARI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did One Wealth Map LLC time their ARI position?

Based on 13F filing dates vs. subsequent ARI price moves, One Wealth Map LLC correctly timed 9 out of 15 reported position changes (60%). The annualised alpha on ARI relative to SPY over the holding period was +2.2%.

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