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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 2023

Institutional positions in Apollo Commercial Real Estate Finance, Inc. as of Dec 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
233
+9 vs. Q3 2023
Shares held
77.3M
+1.56M (+2.1%) vs. Q3 2023
Total value
$909.5M
+$140.2M (+18.2%) vs. Q3 2023
New holders
25
77 more added
Sold out
16
80 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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 2023: 233 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 2023: $909.5M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Apollo Commercial Real Estate Finance, Inc.; share changes are against Q3 2023.

Institutions holding ARI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Public Sector Pension Investment Board269,874$3.17M0.02%+109,141+67.9%Added
LPL Financial LLC277,857$3.26M0.00%+1,429+0.5%Added
Goldman Sachs Group Inc284,330$3.34M0.00%−11,379−3.8%Reduced
Barclays PLC290,474$3.41M0.00%+154,284+113.3%Added
Cetera Investment Advisers295,513$3.47M0.03%+40,801+16.0%Added
Envestnet Asset Management Inc350,571$4.12M0.00%+52,305+17.5%Added
Prudential Financial Inc353,775$4.15M0.01%−24,747−6.5%Reduced
Legal & General Group Plc365,360$4.29M0.00%−2,156−0.6%Reduced
UBS Group AG384,137$4.51M0.00%+64,812+20.3%Added
Citadel Advisors LLC406,214$4.77M0.00%+30,276+8.1%Added
Rhumbline Advisers438,567$5.15M0.01%−7,368−1.7%Reduced
Hotchkis & Wiley Capital Management LLC517,080$6.07M0.02%+17,500+3.5%Added
JPMorgan Chase & Co545,525$6.40M0.00%+139,943+34.5%Added
Bank of America Corp562,305$6.60M0.00%+60,113+12.0%Added
LSV Asset Management570,978$6.70M0.01%−53,100−8.5%Reduced
Arete Wealth Advisors, LLC628,800$7.38M0.56%+6,300+1.0%Added
Ameriprise Financial Inc642,599$7.56M0.00%−31,200−4.6%Reduced
Apollo Management Holdings, L.P.665,573$7.81M0.09%00.0%Unchanged
Principal Financial Group Inc679,387$7.98M0.01%−24,294−3.5%Reduced
Mirae Asset Global Investments Co., Ltd.710,928$8.35M0.02%−59,446−7.7%Reduced
Van Eck Associates Corp762,079$8.95M0.02%+11,102+1.5%Added
Nuveen Asset Management, LLC807,797$9.48M0.00%+64,961+8.7%Added
Norges Bank1,022,673$12.0M0.00%−103,674−9.2%Reduced
Bank of New York Mellon Corp1,092,362$12.8M0.00%−19,453−1.7%Reduced
Northern Trust Corp1,593,627$18.7M0.00%+7,010+0.4%Added
Invesco Ltd.1,712,238$20.1M0.00%+696,686+68.6%Added
Charles Schwab Investment Management Inc1,961,777$23.0M0.01%+120,055+6.5%Added
Allspring Global Investments Holdings, LLC2,155,115$25.3M0.04%−319,058−12.9%Reduced
Morgan Stanley2,361,221$27.7M0.00%+206,054+9.6%Added
Geode Capital Management, LLC2,964,439$34.8M0.00%+163,501+5.8%Added
State Street Corp5,111,590$61.8M0.00%−7,261−0.1%Reduced
Vanguard Group Inc15,506,555$182.0M0.00%−158,528−1.0%Reduced
BlackRock Inc.23,109,513$271.3M0.01%+716,717+3.2%Added
Teacher Retirement System of Texas0$00.00%−64,631−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−50,000−100.0%Sold out
CastleKnight Management LP0$00.00%−41,000−100.0%Sold out
Compagnie Lombard Odier SCmA0$00.00%−31,310−100.0%Sold out
Evoke Wealth, LLC0$00.00%−28,442−100.0%Sold out
Walleye Capital LLC0$00.00%−21,134−100.0%Sold out
Credit Agricole S A0$00.00%−20,000−100.0%Sold out
CIBC Asset Management Inc0$00.00%−14,582−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−13,702−100.0%Sold out
Stevens Capital Management LP0$00.00%−12,588−100.0%Sold out
Boston Private Wealth LLC0$00.00%−11,899−100.0%Sold out
Paul Damon & Associates, Inc.0$00.00%−10,272−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−3,400−100.0%Sold out
Manchester Capital Management LLC0$00.00%−300−100.0%Sold out
Umb Bank N A0$00.00%−90−100.0%Sold out
Tfo-TDC, LLC0$00.00%−54−100.0%Sold out
Claybrook Capital, LLC––––Not filed
Advisor Partners II, LLC––––Not filed
Virginia Retirement Systems Et Al––––Not filed
First Republic Investment Management, Inc.––––Not filed