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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 2022

Institutional positions in Apollo Commercial Real Estate Finance, Inc. as of Dec 31, 2022. 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
251
+27 vs. Q3 2022
Shares held
78.6M
+534.6K (+0.7%) vs. Q3 2022
Total value
$846.0M
+$195.0M (+30.0%) vs. Q3 2022
New holders
47
86 more added
Sold out
20
67 more reduced

4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 251 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 2022: $846.0M
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 2022

Shares, value and share of portfolio for each institution holding Apollo Commercial Real Estate Finance, Inc.; share changes are against Q3 2022.

Institutions holding ARI in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.23,492,889$252.8M0.01%+412,096+1.8%Added
Vanguard Group Inc15,588,305$167.7M0.00%+307,149+2.0%Added
State Street Corp5,373,579$59.7M0.00%+163,072+3.1%Added
Allspring Global Investments Holdings, LLC2,999,610$32.3M0.06%+25,281+0.8%Added
Geode Capital Management, LLC2,479,778$26.7M0.00%+78,221+3.3%Added
Morgan Stanley2,147,268$23.1M0.00%+50,400+2.4%Added
Charles Schwab Investment Management Inc1,633,079$17.6M0.01%+56,053+3.6%Added
Northern Trust Corp1,613,846$17.4M0.00%+42,278+2.7%Added
Bank of New York Mellon Corp1,400,858$15.1M0.00%+60,029+4.5%Added
Norges Bank1,348,525$14.5M0.00%00.0%Unchanged
Goldman Sachs Group Inc1,125,136$12.1M0.00%−298,646−21.0%Reduced
Mirae Asset Global Investments Co., Ltd.926,394$9.97M0.03%+22,283+2.5%Added
Millennium Management LLC909,229$9.78M0.01%+873,466+2,442.4%Added
Principal Financial Group Inc790,511$8.51M0.01%−7,735−1.0%Reduced
Ameriprise Financial Inc671,712$7.24M0.00%+68,921+11.4%Added
Apollo Management Holdings, L.P.666,112$7.17M0.06%00.0%Unchanged
LSV Asset Management590,696$6.36M0.01%−3,200−0.5%Reduced
Van Eck Associates Corp564,359$6.07M0.02%+32,823+6.2%Added
Arete Wealth Advisors, LLC549,250$5.91M0.53%+549,250New
Conversant Capital LLC500,000$5.38M1.26%+500,000New
Invesco Ltd.484,608$5.21M0.00%−1,209,414−71.4%Reduced
Rhumbline Advisers428,275$4.61M0.01%+10,135+2.4%Added
Bank of America Corp423,573$4.56M0.00%+90,433+27.1%Added
Nuveen Asset Management, LLC411,804$4.43M0.00%−70,798−14.7%Reduced
Legal & General Group Plc389,839$4.19M0.00%+6,480+1.7%Added
Prudential Financial Inc374,394$4.03M0.01%+657+0.2%Added
Envestnet Asset Management Inc372,331$4.01M0.00%+75,574+25.5%Added
Swiss National Bank322,439$3.47M0.00%+5,700+1.8%Added
NFJ Investment Group, LLC314,951$3.39M0.09%+1,049+0.3%Added
Advisors Asset Management, Inc.310,639$3.34M0.07%+11,001+3.7%Added
Financial Advocates Investment Management299,972$3.23M0.24%+120,051+66.7%Added
LPL Financial LLC267,308$2.88M0.00%−688−0.3%Reduced
Cetera Investment Advisers244,071$2.63M0.02%+126,488+107.6%Added
Public Sector Pension Investment Board235,321$2.53M0.02%−1,776−0.7%Reduced
Hotchkis & Wiley Capital Management LLC228,130$2.45M0.01%+30,200+15.3%Added
Alliancebernstein L.P.223,937$2.41M0.00%+114+0.1%Added
Citadel Advisors LLC220,424$2.37M0.00%−268,475−54.9%Reduced
JPMorgan Chase & Co204,675$2.20M0.00%−29,980−12.8%Reduced
Credit Suisse AG196,445$2.11M0.00%+11,212+6.1%Added
Graham Capital Management, L.P.191,053$2.06M0.08%+144,228+308.0%Added
UBS Asset Management Americas Inc178,892$1.92M0.00%−1,693−0.9%Reduced
UBS Group AG178,338$1.92M0.00%−104,994−37.1%Reduced
California State Teachers Retirement System172,307$1.85M0.00%+1,809+1.1%Added
Bramshill Investments, LLC161,198$1.73M0.20%−80,991−33.4%Reduced
Roble, Belko & Company, Inc152,765$1.64M0.35%+407+0.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys138,432$1.49M0.01%+20,580+17.5%Added
Great West Life Assurance Co135,700$1.46M0.00%−17,478−11.4%Reduced
New York State Teachers Retirement System135,205$1.46M0.00%+100+0.1%Added
Thrivent Financial for Lutherans135,079$1.45M0.00%−1,030−0.8%Reduced
Advisor Group Holdings, Inc.120,634$1.30M0.00%−1,820−1.5%Reduced
Manufacturers Life Insurance Company, The120,103$1.29M0.00%+267+0.2%Added
Wells Fargo & Company117,867$1.27M0.00%−4,572−3.7%Reduced
Claybrook Capital, LLC114,575$1.23M0.76%00.0%Unchanged
American Financial Group Inc105,154$1.13M0.38%00.0%Unchanged
Royal Bank of Canada103,318$1.11M0.00%+17,677+20.6%Added
New York State Common Retirement Fund100,732$1.08M0.00%−107−0.1%Reduced
State of Tennessee, Treasury Department93,382$1.00M0.00%+1,955+2.1%Added
Mercer Global Advisors Inc91,964$990.0K0.00%+27,880+43.5%Added
State of Alaska, Department of Revenue90,069$969.0K0.01%+518+0.6%Added
Citigroup Inc89,170$959.5K0.00%−368−0.4%Reduced
Ensign Peak Advisors, Inc87,740$944.1K0.00%−50,700−36.6%Reduced
Holocene Advisors, LP86,837$934.4K0.01%+86,837New
Texas Permanent School Fund86,701$933.0K0.01%−6,127−6.6%Reduced
Raymond James & Associates86,653$932.4K0.00%+15,505+21.8%Added
Victory Capital Management Inc85,648$921.6K0.00%−15,207−15.1%Reduced
Parallax Volatility Advisers, L.P.84,752$911.9K0.02%+34,745+69.5%Added
Voya Investment Management LLC83,958$903.4K0.00%00.0%Unchanged
Comerica Bank76,941$898.0K0.01%−22,335−22.5%Reduced
Yousif Capital Management, LLC82,758$890.5K0.01%−21,695−20.8%Reduced
BI Asset Management Fondsmaeglerselskab A/S81,973$882.0K0.02%+81,973New
Independent Financial Group, LLC81,325$875.1K0.08%−2,700−3.2%Reduced
Palogic Value Management, L.P.78,046$839.8K0.44%+78,046New
Macquarie Group Ltd77,600$835.0K0.00%00.0%Unchanged
FMR LLC76,348$821.5K0.00%+277+0.4%Added
American International Group, Inc.75,680$814.3K0.01%−572−0.8%Reduced
Price T Rowe Associates Inc73,996$796.0K0.00%−25,391−25.5%Reduced
MetLife Investment Management73,241$788.1K0.01%00.0%Unchanged
Gsa Capital Partners LLP73,062$786.0K0.10%+73,062New
Deutsche Bank AG72,681$782.0K0.00%+9,996+15.9%Added
Teacher Retirement System of Texas71,100$765.0K0.01%+25,484+55.9%Added
Barclays PLC65,608$705.9K0.00%+28,025+74.6%Added
State Board of Administration of Florida Retirement System65,409$703.8K0.00%00.0%Unchanged
Louisiana State Employees Retirement System61,400$661.0K0.02%−400−0.6%Reduced
Nisa Investment Advisors, LLC61,091$657.0K0.01%00.0%Unchanged
Jenkins Wealth60,583$651.9K0.26%+60,583New
Amalgamated Bank60,211$648.0K0.01%+250+0.4%Added
Commonwealth Equity Services, LLC58,409$628.0K0.00%+16,177+38.3%Added
MAS Advisors LLC56,156$604.5K0.57%−17,703−24.0%Reduced
AQR Capital Management LLC55,763$600.0K0.00%+2,858+5.4%Added
Maryland State Retirement & Pension System53,476$575.4K0.02%+581+1.1%Added
AE Wealth Management LLC53,356$574.1K0.00%+53,356New
Rockefeller Capital Management L.P.51,531$554.0K0.00%+5,011+10.8%Added
Cetera Advisor Networks LLC51,245$551.4K0.00%+24,524+91.8%Added
D. E. Shaw & Co., Inc.47,303$509.0K0.00%+4,867+11.5%Added
Cambridge Investment Research Advisors, Inc.46,523$501.0K0.00%+2,285+5.2%Added
BNP Paribas Arbitrage, SA44,156$475.1K0.00%+44,156New
Cubist Systematic Strategies, LLC43,614$469.3K0.00%+19,544+81.2%Added
Oregon Public Employees Retirement Fund43,025$462.9K0.01%+81+0.2%Added
Samalin Investment Counsel, LLC41,900$450.8K0.29%−692−1.6%Reduced
Resources Management Corp41,315$445.0K0.07%00.0%Unchanged