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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 2024

Institutional positions in Apollo Commercial Real Estate Finance, Inc. as of Mar 31, 2024. 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
237
+7 vs. Q4 2023
Shares held
76.6M
−662.2K (−0.9%) vs. Q4 2023
Total value
$853.9M
−$55.4M (−6.1%) vs. Q4 2023
New holders
32
69 more added
Sold out
25
82 more reduced

3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 237 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 2024: $853.9M
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 2024

Shares, value and share of portfolio for each institution holding Apollo Commercial Real Estate Finance, Inc.; share changes are against Q4 2023.

Institutions holding ARI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.23,038,433$256.6M0.01%−71,080−0.3%Reduced
Vanguard Group Inc15,459,565$172.2M0.00%−46,990−0.3%Reduced
State Street Corp5,236,600$60.2M0.00%+125,010+2.4%Added
Geode Capital Management, LLC3,037,772$33.8M0.00%+73,333+2.5%Added
Morgan Stanley2,201,913$24.5M0.00%−159,308−6.7%Reduced
Allspring Global Investments Holdings, LLC2,133,689$23.8M0.04%−21,426−1.0%Reduced
Charles Schwab Investment Management Inc2,055,693$22.9M0.01%+93,916+4.8%Added
Invesco Ltd.1,798,294$20.0M0.00%+86,056+5.0%Added
Northern Trust Corp1,556,294$17.3M0.00%−37,333−2.3%Reduced
Bank of New York Mellon Corp1,055,185$11.8M0.00%−37,177−3.4%Reduced
Norges Bank841,321$9.37M0.00%−181,352−17.7%Reduced
Van Eck Associates Corp783,036$8.72M0.01%+20,957+2.7%Added
Principal Financial Group Inc679,972$7.57M0.00%+585+0.1%Added
Arete Wealth Advisors, LLC670,100$7.46M0.69%+41,300+6.6%Added
Apollo Management Holdings, L.P.665,573$7.41M0.10%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.789,761$7.35M0.02%+78,833+11.1%Added
Ameriprise Financial Inc655,296$7.32M0.00%+12,697+2.0%Added
LSV Asset Management570,078$6.35M0.01%−900−0.2%Reduced
Hotchkis & Wiley Capital Management LLC509,680$5.68M0.02%−7,400−1.4%Reduced
Nuveen Asset Management, LLC502,090$5.59M0.00%−305,707−37.8%Reduced
JPMorgan Chase & Co480,258$5.35M0.00%−65,267−12.0%Reduced
Citadel Advisors LLC477,312$5.32M0.01%+71,098+17.5%Added
Bank of America Corp447,303$4.98M0.00%−115,002−20.5%Reduced
Rhumbline Advisers441,987$4.92M0.00%+3,420+0.8%Added
Great Lakes Advisors, LLC389,026$4.33M0.04%+389,026New
UBS Group AG379,681$4.23M0.00%−4,456−1.2%Reduced
Legal & General Group Plc370,949$4.13M0.00%+5,589+1.5%Added
Prudential Financial Inc342,639$3.82M0.01%−11,136−3.1%Reduced
Cetera Investment Advisers312,078$3.48M0.01%+16,565+5.6%Added
LPL Financial LLC288,666$3.22M0.00%+10,809+3.9%Added
Public Sector Pension Investment Board269,874$3.01M0.02%00.0%Unchanged
Swiss National Bank264,639$2.95M0.00%00.0%Unchanged
Envestnet Asset Management Inc261,101$2.91M0.00%−89,470−25.5%Reduced
Credit Suisse AG258,247$2.88M0.00%00.0%Unchanged
Goldman Sachs Group Inc241,709$2.69M0.00%−42,621−15.0%Reduced
New York State Teachers Retirement System207,567$2.31M0.00%−11,427−5.2%Reduced
AXS Investments LLC190,558$2.12M0.51%−36,885−16.2%Reduced
Advisors Asset Management, Inc.185,620$2.07M0.04%−9,537−4.9%Reduced
BI Asset Management Fondsmaeglerselskab A/S182,895$2.04M0.04%+31,572+20.9%Added
Alliancebernstein L.P.171,185$1.91M0.00%−28,940−14.5%Reduced
Victory Capital Management Inc165,359$1.84M0.00%+42,633+34.7%Added
Wells Fargo & Company161,079$1.79M0.00%+7,470+4.9%Added
UBS Asset Management Americas Inc159,248$1.77M0.00%00.0%Unchanged
Baker Avenue Asset Management, LP157,416$1.75M0.07%+2,270+1.5%Added
California State Teachers Retirement System135,049$1.50M0.00%−7,926−5.5%Reduced
Barclays PLC126,005$1.40M0.00%−164,469−56.6%Reduced
First Trust Advisors LP125,403$1.40M0.00%−143,729−53.4%Reduced
Thrivent Financial for Lutherans114,610$1.28M0.00%−2,475−2.1%Reduced
Texas Permanent School Fund114,413$1.27M0.01%+2,117+1.9%Added
Great West Life Assurance Co110,304$1.23M0.00%+6,720+6.5%Added
American Financial Group Inc105,154$1.17M0.44%00.0%Unchanged
Kestra Advisory Services, LLC101,477$1.17M0.01%+101,477New
Price T Rowe Associates Inc103,101$1.15M0.00%+5,179+5.3%Added
Merit Financial Group, LLC112,038$1.13M0.03%−34,914−23.8%Reduced
Citigroup Inc100,230$1.12M0.00%+14,217+16.5%Added
Palogic Value Management, L.P.94,988$1.06M0.46%+2,247+2.4%Added
Advisor Group Holdings, Inc.93,413$1.04M0.00%−34,821−27.2%Reduced
FMR LLC90,478$1.01M0.00%+330+0.4%Added
Ensign Peak Advisors, Inc86,715$966.0K0.00%−4,375−4.8%Reduced
Bramshill Investments, LLC80,484$896.6K0.11%−6,373−7.3%Reduced
State of Alaska, Department of Revenue79,639$887.0K0.01%−368−0.5%Reduced
Nisa Investment Advisors, LLC76,122$874.6K0.01%+20,750+37.5%Added
Macquarie Group Ltd77,600$864.0K0.00%00.0%Unchanged
Illinois Municipal Retirement Fund76,898$857.0K0.01%+144+0.2%Added
American International Group, Inc.76,083$847.6K0.00%−645−0.8%Reduced
Lido Advisors, LLC72,437$832.3K0.01%−49,418−40.6%Reduced
MetLife Investment Management73,241$815.9K0.01%00.0%Unchanged
Centiva Capital, LP72,017$802.3K0.05%+72,017New
Independent Financial Group, LLC71,875$800.7K0.04%−2,345−3.2%Reduced
SEI Investments Co71,326$794.6K0.00%+10,406+17.1%Added
BNP Paribas Arbitrage, SA70,810$788.8K0.00%+30,540+75.8%Added
Royal Bank of Canada70,510$785.0K0.00%−41,584−37.1%Reduced
QRG Capital Management, Inc.70,066$780.5K0.01%−1,417−2.0%Reduced
Samalin Investment Counsel, LLC68,867$767.2K0.37%+738+1.1%Added
Deutsche Bank AG68,432$762.3K0.00%+1,837+2.8%Added
Manufacturers Life Insurance Company, The68,219$760.0K0.00%+498+0.7%Added
Louisiana State Employees Retirement System64,700$720.8K0.01%−400−0.6%Reduced
State of Tennessee, Treasury Department64,544$719.0K0.00%−8,794−12.0%Reduced
Am Investment Strategies LLC62,956$701.0K0.18%+32,501+106.7%Added
Penserra Capital Management LLC62,257$693.0K0.01%+7,704+14.1%Added
Janus Henderson Group PLC60,202$670.9K0.00%+60.0%Added
Raymond James & Associates58,939$656.6K0.00%+9,973+20.4%Added
New York State Common Retirement Fund58,706$654.0K0.00%+1,172+2.0%Added
Yousif Capital Management, LLC58,692$653.8K0.01%−5,725−8.9%Reduced
AQR Capital Management LLC58,582$652.6K0.00%+6,254+12.0%Added
Commonwealth Equity Services, LLC55,786$621.0K0.00%−7,074−11.3%Reduced
Guggenheim Capital LLC51,890$578.1K0.00%−1,211−2.3%Reduced
Mariner, LLC49,720$553.9K0.00%+2,062+4.3%Added
Voya Investment Management LLC48,081$535.6K0.00%−9,987−17.2%Reduced
State Board of Administration of Florida Retirement System57,244$532.9K0.00%−200.0%Reduced
Bank of Montreal47,772$532.7K0.00%+4,074+9.3%Added
PFG Investments, LLC45,682$508.9K0.03%+45,682New
D. E. Shaw & Co., Inc.45,155$503.0K0.00%+22,760+101.6%Added
MAS Advisors LLC44,786$498.9K0.58%+14,694+48.8%Added
Maryland State Retirement & Pension System47,266$492.0K0.01%00.0%Unchanged
Mercer Global Advisors Inc42,626$475.0K0.00%−4,916−10.3%Reduced
Teachers Retirement System of the State of Kentucky41,878$466.0K0.00%00.0%Unchanged
Jane Street Group, LLC41,377$460.9K0.00%−27,718−40.1%Reduced
Amalgamated Bank40,539$452.0K0.00%−7,975−16.4%Reduced
Cambridge Investment Research Advisors, Inc.40,253$448.0K0.00%−16,147−28.6%Reduced