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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 $865.9M in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in Apollo Commercial Real Estate Finance, Inc. as of Dec 31, 2021. 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
228
+21 vs. Q3 2021
Shares held
81.0M
−1.79M (−2.2%) vs. Q3 2021
Total value
$1.07B
−$161.5M (−13.1%) vs. Q3 2021
New holders
43
73 more added
Sold out
22
65 more reduced

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: 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 holdersQ4 2021: 228 institutions
Q1 2021: 225 institutionsQ2 2021: 218 institutionsQ3 2021: 209 institutionsQ4 2021: 228 institutionsQ1 2022: 231 institutionsQ2 2022: 232 institutionsQ3 2022: 228 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 heldQ4 2021: $1.07B
Q1 2021: $1.21BQ2 2021: $1.34BQ3 2021: $1.23BQ4 2021: $1.07BQ1 2022: $1.13BQ2 2022: $821.4MQ3 2022: $651.3MQ4 2022: $846.0MQ1 2023: $747.5MQ2 2023: $875.2MQ3 2023: $771.0MQ4 2023: $909.5MQ1 2024: $853.9MQ2 2024: $755.5MQ3 2024: $700.0MQ4 2024: $675.8MQ1 2025: $766.2MQ2 2025: $766.9MQ3 2025: $809.8MQ4 2025: $797.4MQ1 2026: $908.0MQ2 2026: $865.9M
Institutions holding ARI and their total value by quarter
QuarterHoldersValue
Q2 2026285$865.9M
Q1 2026271$908.0M
Q4 2025262$797.4M
Q3 2025262$809.8M
Q2 2025253$766.9M
Q1 2025249$766.2M
Q4 2024239$675.8M
Q3 2024240$700.0M
Q2 2024231$755.5M
Q1 2024237$853.9M
Q4 2023233$909.5M
Q3 2023228$771.0M
Q2 2023240$875.2M
Q1 2023248$747.5M
Q4 2022251$846.0M
Q3 2022228$651.3M
Q2 2022232$821.4M
Q1 2022231$1.13B
Q4 2021228$1.07B
Q3 2021209$1.23B
Q2 2021218$1.34B
Q1 2021225$1.21B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Apollo Commercial Real Estate Finance, Inc.; share changes are against Q3 2021.

Institutions holding ARI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
NFJ Investment Group, LLC323,166$4.25M0.08%−19,642−5.7%Reduced
Legal & General Group Plc382,710$5.04M0.00%+14,498+3.9%Added
Rhumbline Advisers414,385$5.45M0.01%−627−0.2%Reduced
Prudential Financial Inc374,558$5.68M0.01%−2,143−0.6%Reduced
Bank of America Corp443,651$5.84M0.00%+52,324+13.4%Added
Nuveen Asset Management, LLC520,120$6.66M0.00%−44,200−7.8%Reduced
Citigroup Inc535,230$7.04M0.01%+37,446+7.5%Added
Ameriprise Financial Inc608,838$8.02M0.00%−6,704−1.1%Reduced
Parametric Portfolio Associates LLC655,859$8.63M0.00%−20,236−3.0%Reduced
LSV Asset Management660,808$8.70M0.02%00.0%Unchanged
Apollo Management Holdings, L.P.664,876$8.75M0.04%−3,244−0.5%Reduced
JPMorgan Chase & Co742,316$9.77M0.00%−27,536−3.6%Reduced
Van Eck Associates Corp809,647$10.7M0.02%−24,708−3.0%Reduced
Advisors Asset Management, Inc.833,568$11.0M0.16%−162,541−16.3%Reduced
Principal Financial Group Inc888,754$11.7M0.01%−20,442−2.2%Reduced
Balyasny Asset Management LLC1,229,429$16.2M0.07%+1,229,429New
Charles Schwab Investment Management Inc1,357,928$17.9M0.01%+50,697+3.9%Added
Bank of New York Mellon Corp1,364,575$18.0M0.00%+21,213+1.6%Added
Norges Bank1,445,981$19.0M0.00%00.0%Unchanged
Northern Trust Corp1,631,308$21.5M0.00%−25,866−1.6%Reduced
Morgan Stanley1,742,001$22.9M0.00%+223,592+14.7%Added
Mirae Asset Global Investments Co., Ltd.1,800,374$23.7M0.05%+1,093,275+154.6%Added
Invesco Ltd.2,179,444$28.7M0.01%+207,483+10.5%Added
Geode Capital Management, LLC2,334,186$30.7M0.00%−115,393−4.7%Reduced
Allspring Global Investments Holdings, LLC2,672,256$35.2M0.04%+2,672,256New
State Street Corp4,781,278$64.6M0.00%+145,840+3.1%Added
Vanguard Group Inc14,610,280$192.3M0.00%+132,566+0.9%Added
BlackRock Inc.24,521,159$322.7M0.01%+324,780+1.3%Added
State of Michigan Retirement System0$00.00%−5,459,968−100.0%Sold out
Duality Advisers, LP0$00.00%−78,066−100.0%Sold out
Boston Private Wealth LLC0$00.00%−61,860−100.0%Sold out
Millennium Management LLC0$00.00%−58,366−100.0%Sold out
Pacific Ridge Capital Partners, LLC0$00.00%−45,430−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−43,940−100.0%Sold out
All Season Financial Advisors, Inc.0$00.00%−42,705−100.0%Sold out
First Republic Investment Management, Inc.0$00.00%−13,713−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−10,866−100.0%Sold out
Group One Trading, L.P.0$00.00%−8,154−100.0%Sold out
Firestone Capital Management0$00.00%−5,000−100.0%Sold out
Montag A & Associates Inc0$00.00%−5,000−100.0%Sold out
Simplex Trading, LLC0$00.00%−3,176−100.0%Sold out
CX Institutional0$00.00%−2,500−100.0%Sold out
Evolution Wealth Advisors, LLC0$00.00%−2,147−100.0%Sold out
Meeder Asset Management Inc0$00.00%−1,418−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−959−100.0%Sold out
Pacitti Group Inc.0$00.00%−200−100.0%Sold out
Bartlett & Co. LLC0$00.00%−125−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−162−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−125−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−71−100.0%Sold out
Sonora Investment Management, LLC––––Not filed
Berman Capital Advisors, LLC––––Not filed