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Apollo Commercial Real Estate Finance, Inc.

ARI
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001467760

In the last 90 days, Apollo Commercial Real Estate Finance, Inc. insiders filed 0 open-market purchases and 1 sale; 285 institutions reported holding it in 13F filings for Q2 2026, worth $866.3M in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Apollo Commercial Real Estate Finance, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
285
+19 vs. Q1 2026
Shares held
81.1M
−4.54M (−5.3%) vs. Q1 2026
Total value
$866.3M
−$39.6M (−4.4%) vs. Q1 2026
New holders
66
79 more added
Sold out
47
83 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ARI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 285 institutions
Q1 2021: 225 institutionsQ2 2021: 218 institutionsQ3 2021: 209 institutionsQ4 2021: 228 institutionsQ1 2022: 231 institutionsQ2 2022: 232 institutionsQ3 2022: 229 institutionsQ4 2022: 251 institutionsQ1 2023: 248 institutionsQ2 2023: 240 institutionsQ3 2023: 228 institutionsQ4 2023: 233 institutionsQ1 2024: 237 institutionsQ2 2024: 231 institutionsQ3 2024: 240 institutionsQ4 2024: 239 institutionsQ1 2025: 249 institutionsQ2 2025: 253 institutionsQ3 2025: 262 institutionsQ4 2025: 262 institutionsQ1 2026: 271 institutionsQ2 2026: 285 institutions
Value heldQ2 2026: $866.3M
Q1 2021: $1.21BQ2 2021: $1.34BQ3 2021: $1.23BQ4 2021: $1.08BQ1 2022: $1.27BQ2 2022: $821.4MQ3 2022: $651.7MQ4 2022: $846.2MQ1 2023: $748.3MQ2 2023: $875.5MQ3 2023: $771.0MQ4 2023: $943.6MQ1 2024: $908.3MQ2 2024: $758.4MQ3 2024: $703.6MQ4 2024: $676.4MQ1 2025: $766.6MQ2 2025: $768.0MQ3 2025: $816.8MQ4 2025: $797.4MQ1 2026: $908.0MQ2 2026: $866.3M
Institutions holding ARI and their total value by quarter
QuarterHoldersValue
Q2 2026285$866.3M
Q1 2026271$908.0M
Q4 2025262$797.4M
Q3 2025262$816.8M
Q2 2025253$768.0M
Q1 2025249$766.6M
Q4 2024239$676.4M
Q3 2024240$703.6M
Q2 2024231$758.4M
Q1 2024237$908.3M
Q4 2023233$943.6M
Q3 2023228$771.0M
Q2 2023240$875.5M
Q1 2023248$748.3M
Q4 2022251$846.2M
Q3 2022229$651.7M
Q2 2022232$821.4M
Q1 2022231$1.27B
Q4 2021228$1.08B
Q3 2021209$1.23B
Q2 2021218$1.34B
Q1 2021225$1.21B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Apollo Commercial Real Estate Finance, Inc.; share changes are against Q1 2026.

Institutions holding ARI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.11,929,835$127.4M0.00%−9,254,061−43.7%Reduced
Vanguard Portfolio Management LLC6,088,701$65.0M0.00%−1,847,716−23.3%Reduced
Vanguard Capital Management LLC6,025,495$64.4M0.00%−379,448−5.9%Reduced
Millennium Management LLC4,563,909$48.7M0.03%+3,277,403+254.8%Added
Geode Capital Management, LLC3,383,089$36.1M0.00%+58,437+1.8%Added
State Street Corp3,331,999$35.6M0.00%−1,934,220−36.7%Reduced
Mirae Asset Global ETFs Holdings Ltd.2,834,255$30.3M0.04%+89,349+3.3%Added
No Street GP LP2,440,900$26.1M1.57%−909,100−27.1%Reduced
Charles Schwab Investment Management Inc2,035,950$21.7M0.00%−122,028−5.7%Reduced
Schonfeld Strategic Advisors LLC1,917,086$20.5M0.11%+1,917,086New
Jane Street Group, LLC1,819,330$19.4M0.01%+1,666,138+1,087.6%Added
Northern Trust Corp1,657,726$17.7M0.00%−39,138−2.3%Reduced
Qube Research & Technologies Ltd1,644,857$17.6M0.02%+1,644,857New
Susquehanna International Group, LLP1,614,946$17.2M0.02%+1,277,540+378.6%Added
Morgan Stanley1,566,768$16.7M0.00%−214,195−12.0%Reduced
Nuveen, LLC1,221,853$13.0M0.00%+886,948+264.8%Added
Goldman Sachs Group Inc1,122,279$12.0M0.00%+665,491+145.7%Added
Van Eck Associates Corp1,086,119$11.6M0.01%−150,529−12.2%Reduced
Alpine Global Management, LLC901,968$9.63M1.58%+734,195+437.6%Added
Empyrean Capital Partners, LP883,751$9.44M0.33%00.0%Unchanged
Greenland Capital Management LP865,000$9.24M1.75%+865,000New
Vanguard Fiduciary Trust Co834,783$8.92M0.00%−55,081−6.2%Reduced
Citadel Advisors LLC822,385$8.78M0.01%+714,729+663.9%Added
First Trust Advisors LP783,805$8.37M0.00%+1,291+0.2%Added
Apollo Management Holdings, L.P.665,573$7.11M0.10%00.0%Unchanged
Hotchkis & Wiley Capital Management LLC644,232$6.88M0.02%+30,570+5.0%Added
NewGen Asset Management Ltd637,325$6.81M3.74%+331,655+108.5%Added
Bank of New York Mellon Corp633,602$6.77M0.00%−296,794−31.9%Reduced
Azora Capital LP629,909$6.73M0.28%−78,426−11.1%Reduced
Brevan Howard Capital Management LP614,316$6.56M0.09%+309,344+101.4%Added
Squarepoint Ops LLC550,556$5.88M0.01%+550,556New
Wells Fargo & Company489,217$5.22M0.00%+269,910+123.1%Added
UBS Group AG466,467$4.98M0.00%−289,073−38.3%Reduced
Arrowstreet Capital, Limited Partnership428,486$4.58M0.00%+428,486New
JPMorgan Chase & Co427,430$4.55M0.00%−224,105−34.4%Reduced
UBS Asset Management Americas Inc411,379$4.39M0.00%+68,965+20.1%Added
Shay Capital LLC396,277$4.23M0.47%+396,277New
Edgestream Partners, L.P.394,035$4.21M0.12%−107,506−21.4%Reduced
Allianz Asset Management GmbH388,581$4.15M0.00%+44,966+13.1%Added
Two Sigma Investments, LP382,924$4.09M0.00%+183,654+92.2%Added
XTX Topco Ltd356,306$3.81M0.05%−5,455−1.5%Reduced
AQR Capital Management LLC352,161$3.76M0.00%+30,617+9.5%Added
Bank of America Corp342,116$3.65M0.00%−40,123−10.5%Reduced
Invesco Ltd.314,064$3.35M0.00%−1,856,600−85.5%Reduced
LPL Financial LLC287,236$3.07M0.00%−38,618−11.9%Reduced
Carmel Capital Partners, LLC278,434$2.97M0.98%−57,828−17.2%Reduced
Cura Wealth Advisors, LLC275,833$2.95M1.26%−161,400−36.9%Reduced
Swiss National Bank258,739$2.76M0.00%−1,500−0.6%Reduced
Prelude Capital Management, LLC233,100$2.49M0.18%+33,100+16.6%Added
Tudor Investment Corp Et Al212,399$2.27M0.01%+212,399New
Advisors Asset Management, Inc.202,204$2.16M0.03%+76,423+60.8%Added
One William Street Capital Management, L.P.200,000$2.14M5.05%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd198,784$2.12M0.04%+198,784New
FMR LLC195,543$2.09M0.00%+177,447+980.6%Added
Nomura Holdings Inc190,617$2.04M0.01%−177,466−48.2%Reduced
PEAK6 LLC184,621$1.97M0.05%−47,918−20.6%Reduced
Price T Rowe Associates Inc182,959$1.96M0.00%+34,783+23.5%Added
Rhumbline Advisers179,814$1.92M0.00%−210,023−53.9%Reduced
Wolverine Asset Management LLC178,634$1.91M0.02%00.0%Unchanged
New Age Alpha Advisors, LLC176,341$1.88M0.08%−53,729−23.4%Reduced
Truvestments Capital LLC166,678$1.78M0.26%+13,567+8.9%Added
Hennion & Walsh Asset Management, Inc.151,907$1.62M0.05%−1,543−1.0%Reduced
ExodusPoint Capital Management, LP151,890$1.62M0.02%+151,890New
Alliancebernstein L.P.148,217$1.57M0.00%−46,600−23.9%Reduced
California State Teachers Retirement System142,938$1.53M0.00%+3,200+2.3%Added
Deutsche Bank AG140,440$1.50M0.00%+19,024+15.7%Added
Vanguard Asset Management, Ltd137,017$1.46M0.00%+24,981+22.3%Added
Jennison Associates LLC133,407$1.42M0.00%+133,407New
Wealth Enhancement Advisory Services, LLC132,917$1.39M0.00%+4,542+3.5%Added
Family Management Corp128,228$1.37M0.14%−31,055−19.5%Reduced
Novare Capital Management LLC126,575$1.35M0.10%+12,400+10.9%Added
Legal & General Group Plc126,142$1.35M0.00%−193,211−60.5%Reduced
Raymond James Financial Inc122,391$1.31M0.00%+21,729+21.6%Added
Merit Financial Group, LLC121,363$1.30M0.01%−7,634−5.9%Reduced
AlphaCore Capital LLC114,054$1.22M0.02%−6,323−5.3%Reduced
Penserra Capital Management LLC112,464$1.20M0.01%−5,871−5.0%Reduced
Ameriprise Financial Inc107,851$1.15M0.00%−199,312−64.9%Reduced
American Financial Group Inc105,154$1.12M0.40%00.0%Unchanged
Tower Research Capital LLC (TRC)104,073$1.11M0.03%+93,811+914.2%Added
Verition Fund Management LLC100,000$1.07M0.01%+100,000New
Advisor Group Holdings, Inc.96,361$1.03M0.00%+4,403+4.8%Added
Rockefeller Capital Management L.P.96,309$1.03M0.00%−739−0.8%Reduced
Atom Investors LP91,444$976.6K0.09%+91,444New
Kestra Advisory Services, LLC89,759$958.6K0.00%+3,819+4.4%Added
Simplex Trading, LLC87,461$934.1K0.02%−32,203−26.9%Reduced
Cambridge Investment Research Advisors, Inc.83,562$892.0K0.00%+27,028+47.8%Added
Victory Capital Management Inc81,068$865.8K0.00%−18,001−18.2%Reduced
MetLife Investment Management78,966$843.4K0.00%+5,831+8.0%Added
Group One Trading, L.P.77,302$825.6K0.02%+34,586+81.0%Added
Lido Advisors, LLC75,720$808.7K0.00%−40.0%Reduced
QRG Capital Management, Inc.74,543$796.1K0.01%+10,517+16.4%Added
Point72 Asset Management, L.P.70,461$752.5K0.00%+70,461New
Citigroup Inc68,169$728.0K0.00%+47,845+235.4%Added
Royal Bank of Canada67,877$726.0K0.00%+27,714+69.0%Added
Sanctuary Advisors, LLC66,688$712.2K0.00%+66,688New
Bank of Montreal65,631$700.9K0.00%−6,358−8.8%Reduced
Handelsbanken Fonder AB65,302$697.0K0.00%00.0%Unchanged
CWM Advisors, LLC63,579$679.0K0.03%+14,754+30.2%Added
Stifel Financial Corp62,742$670.1K0.00%−706−1.1%Reduced
Russell Investments Group, Ltd.62,653$669.1K0.00%+45,255+260.1%Added