What This Fund’s $4 Million Apollo Commercial Real Estate Finance Sale Could Signal About CRE Risk
Key takeaways
- According to a recent SEC filing dated May 8, 2026, Cura Wealth Advisors reduced its holdings in Apollo Commercial Real Estate Finance by 386,000 shares.
- The fund trimmed its ARI position, which now accounts for 2.07% of 13F reportable assets under management.
- NYSE:ABBV: $63.72 million (28.5% of AUM)
Jonathan Ponciano, The Motley Fool Mon, May 11, 2026 at 1:03 AM GMT+7 4 min read ARI MFIC ABBV ABT Chicago-based Cura Wealth Advisors disclosed in a May 8, 2026, SEC filing that it sold 386,000 shares of Apollo Commercial Real Estate Finance (NYSE:ARI), an estimated $4.02 million trade based on quarterly average pricing.
According to a recent SEC filing dated May 8, 2026, Cura Wealth Advisors reduced its holdings in Apollo Commercial Real Estate Finance by 386,000 shares. The estimated value of the trade was approximately $4.02 million, based on the average closing price during the first quarter of 2026. The ARI stake ended the quarter at 437,233 shares, totaling $4.62 million in value.
The fund trimmed its ARI position, which now accounts for 2.07% of 13F reportable assets under management.