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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, Q1 2023

Institutional positions in Apollo Commercial Real Estate Finance, Inc. as of Mar 31, 2023. 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
248
+1 vs. Q4 2022
Shares held
80.1M
+1.72M (+2.2%) vs. Q4 2022
Total value
$747.5M
−$96.5M (−11.4%) vs. Q4 2022
New holders
32
84 more added
Sold out
31
78 more reduced

4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 248 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 heldQ1 2023: $747.5M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Apollo Commercial Real Estate Finance, Inc.; share changes are against Q4 2022.

Institutions holding ARI in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.23,235,381$216.3M0.01%−257,508−1.1%Reduced
Vanguard Group Inc15,946,996$148.5M0.00%+358,691+2.3%Added
State Street Corp5,340,057$51.6M0.00%−33,522−0.6%Reduced
Allspring Global Investments Holdings, LLC3,014,351$28.1M0.05%+14,741+0.5%Added
Geode Capital Management, LLC2,586,958$24.1M0.00%+107,180+4.3%Added
Morgan Stanley1,960,292$18.3M0.00%−186,976−8.7%Reduced
Charles Schwab Investment Management Inc1,686,825$15.7M0.00%+53,746+3.3%Added
Northern Trust Corp1,588,772$14.8M0.00%−25,074−1.6%Reduced
Bank of New York Mellon Corp1,265,751$11.8M0.00%−135,107−9.6%Reduced
Norges Bank1,262,108$11.8M0.00%−86,417−6.4%Reduced
Millennium Management LLC1,232,654$11.5M0.01%+323,425+35.6%Added
Goldman Sachs Group Inc1,186,332$11.0M0.00%+61,196+5.4%Added
Mirae Asset Global Investments Co., Ltd.789,949$7.35M0.02%−136,445−14.7%Reduced
Principal Financial Group Inc786,832$7.33M0.01%−3,679−0.5%Reduced
Ameriprise Financial Inc677,171$6.32M0.00%+5,459+0.8%Added
Apollo Management Holdings, L.P.665,573$6.20M0.06%−539−0.1%Reduced
LSV Asset Management646,196$6.02M0.01%+55,500+9.4%Added
Van Eck Associates Corp598,937$5.58M0.01%+34,578+6.1%Added
Arete Wealth Advisors, LLC594,804$5.54M0.45%+45,554+8.3%Added
Invesco Ltd.548,137$5.10M0.00%+63,529+13.1%Added
Bank of America Corp507,467$4.72M0.00%+83,894+19.8%Added
Rhumbline Advisers451,228$4.20M0.01%+22,953+5.4%Added
Prudential Financial Inc366,244$3.97M0.01%−8,150−2.2%Reduced
Envestnet Asset Management Inc484,032$3.84M0.00%+111,701+30.0%Added
JPMorgan Chase & Co405,423$3.77M0.00%+200,748+98.1%Added
Legal & General Group Plc382,146$3.56M0.00%−7,693−2.0%Reduced
Nuveen Asset Management, LLC370,266$3.45M0.00%−41,538−10.1%Reduced
UBS Group AG361,924$3.37M0.00%+183,586+102.9%Added
NFJ Investment Group, LLC314,453$2.93M0.08%−498−0.2%Reduced
Financial Advocates Investment Management307,041$2.86M0.22%+7,069+2.4%Added
First Trust Advisors LP299,878$2.79M0.00%+259,298+639.0%Added
Advisors Asset Management, Inc.294,822$2.74M0.06%−15,817−5.1%Reduced
Swiss National Bank288,339$2.68M0.00%−34,100−10.6%Reduced
LPL Financial LLC273,430$2.55M0.00%+6,122+2.3%Added
Cetera Investment Advisers258,458$2.41M0.02%+14,387+5.9%Added
Hotchkis & Wiley Capital Management LLC231,930$2.16M0.01%+3,800+1.7%Added
Citadel Advisors LLC228,849$2.13M0.00%+8,425+3.8%Added
Public Sector Pension Investment Board228,578$2.13M0.02%−6,743−2.9%Reduced
Susquehanna International Group, LLP213,954$1.99M0.00%+191,505+853.1%Added
Credit Suisse AG205,730$1.92M0.00%+9,285+4.7%Added
Alliancebernstein L.P.204,847$1.91M0.00%−19,090−8.5%Reduced
BNP Paribas Arbitrage, SA195,861$1.82M0.00%+151,705+343.6%Added
New York State Teachers Retirement System186,277$1.73M0.00%+51,072+37.8%Added
ExodusPoint Capital Management, LP179,185$1.67M0.02%+166,972+1,367.2%Added
UBS Asset Management Americas Inc172,134$1.60M0.00%−6,758−3.8%Reduced
California State Teachers Retirement System169,656$1.58M0.00%−2,651−1.5%Reduced
Bramshill Investments, LLC163,945$1.53M0.18%+2,747+1.7%Added
Qube Research & Technologies Ltd163,748$1.52M0.01%+153,468+1,492.9%Added
Roble, Belko & Company, Inc156,557$1.46M0.30%+3,792+2.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys137,610$1.28M0.01%−822−0.6%Reduced
Wells Fargo & Company135,595$1.26M0.00%+17,728+15.0%Added
Thrivent Financial for Lutherans129,997$1.21M0.00%−5,082−3.8%Reduced
Advisor Group Holdings, Inc.122,847$1.14M0.00%+2,213+1.8%Added
Great West Life Assurance Co121,317$1.13M0.00%−14,383−10.6%Reduced
Manufacturers Life Insurance Company, The120,326$1.12M0.00%+223+0.2%Added
Texas Permanent School Fund116,553$1.09M0.01%+29,852+34.4%Added
Jennison Associates LLC115,793$1.08M0.00%+115,793New
Claybrook Capital, LLC114,575$1.07M0.60%00.0%Unchanged
Cubist Systematic Strategies, LLC112,471$1.05M0.01%+68,857+157.9%Added
BI Asset Management Fondsmaeglerselskab A/S105,607$983.0K0.03%+23,634+28.8%Added
Zacks Investment Management105,205$979.5K0.01%+105,205New
American Financial Group Inc105,154$979.0K0.30%00.0%Unchanged
Royal Bank of Canada103,525$965.0K0.00%+207+0.2%Added
State of New Jersey Common Pension Fund D103,598$964.5K0.00%+103,598New
Jane Street Group, LLC101,079$941.0K0.00%+78,852+354.8%Added
Mercer Global Advisors Inc97,596$909.0K0.00%+5,632+6.1%Added
Gsa Capital Partners LLP93,777$873.0K0.09%+20,715+28.4%Added
Deutsche Bank AG93,265$868.3K0.00%+20,584+28.3%Added
Parallax Volatility Advisers, L.P.93,117$866.9K0.03%+8,365+9.9%Added
Palogic Value Management, L.P.89,024$828.8K0.41%+10,978+14.1%Added
State of Alaska, Department of Revenue88,998$828.0K0.01%−1,071−1.2%Reduced
Ensign Peak Advisors, Inc87,740$816.9K0.00%00.0%Unchanged
Price T Rowe Associates Inc87,117$812.0K0.00%+13,121+17.7%Added
Voya Investment Management LLC83,438$776.8K0.00%−520−0.6%Reduced
Victory Capital Management Inc81,965$763.1K0.00%−3,683−4.3%Reduced
Barclays PLC81,492$758.7K0.00%+15,884+24.2%Added
Independent Financial Group, LLC81,325$757.1K0.06%00.0%Unchanged
Marshall Wace, LLP78,612$731.9K0.00%+78,612New
Macquarie Group Ltd77,600$722.0K0.00%00.0%Unchanged
Graham Capital Management, L.P.77,445$721.0K0.03%−113,608−59.5%Reduced
American International Group, Inc.76,143$708.9K0.00%+463+0.6%Added
State of Tennessee, Treasury Department75,594$703.8K0.00%−17,788−19.0%Reduced
New York State Common Retirement Fund74,829$696.7K0.00%−25,903−25.7%Reduced
Yousif Capital Management, LLC73,508$684.4K0.01%−9,250−11.2%Reduced
MetLife Investment Management73,241$681.9K0.00%00.0%Unchanged
Citigroup Inc72,881$678.5K0.00%−16,289−18.3%Reduced
Truist Financial Corp71,896$669.4K0.00%+60,428+526.9%Added
AE Wealth Management LLC71,176$662.6K0.00%+17,820+33.4%Added
Teacher Retirement System of Texas71,120$662.0K0.00%+200.0%Added
Commonwealth Equity Services, LLC63,578$591.0K0.00%+5,169+8.8%Added
Nisa Investment Advisors, LLC62,601$583.0K0.00%+1,510+2.5%Added
Louisiana State Employees Retirement System60,600$564.2K0.01%−800−1.3%Reduced
Janus Henderson Group PLC60,377$561.5K0.00%+31,968+112.5%Added
Cetera Advisor Networks LLC59,552$554.4K0.00%+8,307+16.2%Added
State Board of Administration of Florida Retirement System57,244$532.9K0.00%−8,165−12.5%Reduced
Virginia Retirement Systems Et Al56,700$527.9K0.01%+56,700New
Amalgamated Bank55,769$519.0K0.00%−4,442−7.4%Reduced
Raymond James & Associates55,060$512.6K0.00%−31,593−36.5%Reduced
MAS Advisors LLC54,023$503.0K0.49%−2,133−3.8%Reduced
Cambridge Investment Research Advisors, Inc.53,905$502.0K0.00%+7,382+15.9%Added