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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, Q2 2026

Institutional positions in Apollo Commercial Real Estate Finance, Inc. as of Jun 30, 2026. 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
285
+19 vs. Q1 2026
Shares held
81.1M
−4.58M (−5.3%) vs. Q1 2026
Total value
$865.9M
−$40.0M (−4.4%) vs. Q1 2026
New holders
66
78 more added
Sold out
47
84 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 285 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 heldQ2 2026: $865.9M
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, Q2 2026

Shares, value and share of portfolio for each institution holding Apollo Commercial Real Estate Finance, Inc.; share changes are against Q1 2026.

Institutions holding ARI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Simplex Trading, LLC87,461$934.1K0.02%−32,203−26.9%Reduced
Kestra Advisory Services, LLC89,759$958.6K0.00%+3,819+4.4%Added
Atom Investors LP91,444$976.6K0.09%+91,444New
Rockefeller Capital Management L.P.96,309$1.03M0.00%−739−0.8%Reduced
Advisor Group Holdings, Inc.96,361$1.03M0.00%+4,403+4.8%Added
Verition Fund Management LLC100,000$1.07M0.01%+100,000New
Tower Research Capital LLC (TRC)104,073$1.11M0.03%+93,811+914.2%Added
American Financial Group Inc105,154$1.12M0.40%00.0%Unchanged
Ameriprise Financial Inc107,851$1.15M0.00%−199,312−64.9%Reduced
Penserra Capital Management LLC112,464$1.20M0.01%−5,871−5.0%Reduced
AlphaCore Capital LLC114,054$1.22M0.02%−6,323−5.3%Reduced
Merit Financial Group, LLC121,363$1.30M0.01%−7,634−5.9%Reduced
Raymond James Financial Inc122,391$1.31M0.00%+21,729+21.6%Added
Legal & General Group Plc126,142$1.35M0.00%−193,211−60.5%Reduced
Novare Capital Management LLC126,575$1.35M0.10%+12,400+10.9%Added
Family Management Corp128,228$1.37M0.14%−31,055−19.5%Reduced
Wealth Enhancement Advisory Services, LLC132,917$1.39M0.00%+4,542+3.5%Added
Jennison Associates LLC133,407$1.42M0.00%+133,407New
Vanguard Asset Management, Ltd137,017$1.46M0.00%+24,981+22.3%Added
Deutsche Bank AG140,440$1.50M0.00%+19,024+15.7%Added
California State Teachers Retirement System142,938$1.53M0.00%+3,200+2.3%Added
Alliancebernstein L.P.148,217$1.57M0.00%−46,600−23.9%Reduced
ExodusPoint Capital Management, LP151,890$1.62M0.02%+151,890New
Hennion & Walsh Asset Management, Inc.151,907$1.62M0.05%−1,543−1.0%Reduced
Truvestments Capital LLC166,678$1.78M0.26%+13,567+8.9%Added
New Age Alpha Advisors, LLC176,341$1.88M0.08%−53,729−23.4%Reduced
Wolverine Asset Management LLC178,634$1.91M0.02%00.0%Unchanged
Rhumbline Advisers179,814$1.92M0.00%−210,023−53.9%Reduced
Price T Rowe Associates Inc182,959$1.96M0.00%+34,783+23.5%Added
PEAK6 LLC184,621$1.97M0.05%−47,918−20.6%Reduced
Nomura Holdings Inc190,617$2.04M0.01%−177,466−48.2%Reduced
FMR LLC195,543$2.09M0.00%+177,447+980.6%Added
Y-Intercept (Hong Kong) Ltd198,784$2.12M0.04%+198,784New
One William Street Capital Management, L.P.200,000$2.14M5.05%00.0%Unchanged
Advisors Asset Management, Inc.202,204$2.16M0.03%+76,423+60.8%Added
Tudor Investment Corp Et Al212,399$2.27M0.01%+212,399New
Prelude Capital Management, LLC233,100$2.49M0.18%+33,100+16.6%Added
Swiss National Bank258,739$2.76M0.00%−1,500−0.6%Reduced
Cura Wealth Advisors, LLC275,833$2.95M1.26%−161,400−36.9%Reduced
Carmel Capital Partners, LLC278,434$2.97M0.98%−57,828−17.2%Reduced
LPL Financial LLC287,236$3.07M0.00%−38,618−11.9%Reduced
Invesco Ltd.314,064$3.35M0.00%−1,856,600−85.5%Reduced
Bank of America Corp342,116$3.65M0.00%−40,123−10.5%Reduced
AQR Capital Management LLC352,161$3.76M0.00%+30,617+9.5%Added
XTX Topco Ltd356,306$3.81M0.05%−5,455−1.5%Reduced
Two Sigma Investments, LP382,924$4.09M0.00%+183,654+92.2%Added
Allianz Asset Management GmbH388,581$4.15M0.00%+44,966+13.1%Added
Edgestream Partners, L.P.394,035$4.21M0.12%−107,506−21.4%Reduced
Shay Capital LLC396,277$4.23M0.47%+396,277New
UBS Asset Management Americas Inc411,379$4.39M0.00%+68,965+20.1%Added
JPMorgan Chase & Co427,430$4.55M0.00%−224,105−34.4%Reduced
Arrowstreet Capital, Limited Partnership428,486$4.58M0.00%+428,486New
UBS Group AG466,467$4.98M0.00%−289,073−38.3%Reduced
Wells Fargo & Company489,217$5.22M0.00%+269,910+123.1%Added
Squarepoint Ops LLC550,556$5.88M0.01%+550,556New
Brevan Howard Capital Management LP614,316$6.56M0.09%+309,344+101.4%Added
Azora Capital LP629,909$6.73M0.28%−78,426−11.1%Reduced
Bank of New York Mellon Corp633,602$6.77M0.00%−296,794−31.9%Reduced
NewGen Asset Management Ltd637,325$6.81M3.74%+331,655+108.5%Added
Hotchkis & Wiley Capital Management LLC644,232$6.88M0.02%+30,570+5.0%Added
Apollo Management Holdings, L.P.665,573$7.11M0.10%00.0%Unchanged
First Trust Advisors LP783,805$8.37M0.00%+1,291+0.2%Added
Citadel Advisors LLC822,385$8.78M0.01%+714,729+663.9%Added
Vanguard Fiduciary Trust Co834,783$8.92M0.00%−55,081−6.2%Reduced
Greenland Capital Management LP865,000$9.24M1.75%+865,000New
Empyrean Capital Partners, LP883,751$9.44M0.33%00.0%Unchanged
Alpine Global Management, LLC901,968$9.63M1.59%+734,195+437.6%Added
Van Eck Associates Corp1,086,119$11.6M0.01%−150,529−12.2%Reduced
Goldman Sachs Group Inc1,122,279$12.0M0.00%+665,491+145.7%Added
Nuveen, LLC1,221,853$13.0M0.00%+886,948+264.8%Added
Morgan Stanley1,566,768$16.7M0.00%−214,195−12.0%Reduced
Susquehanna International Group, LLP1,614,946$17.2M0.02%+1,277,540+378.6%Added
Qube Research & Technologies Ltd1,644,857$17.6M0.02%+1,644,857New
Northern Trust Corp1,657,726$17.7M0.00%−39,138−2.3%Reduced
Jane Street Group, LLC1,819,330$19.4M0.01%+1,666,138+1,087.6%Added
Schonfeld Strategic Advisors LLC1,917,086$20.5M0.11%+1,917,086New
Charles Schwab Investment Management Inc2,035,950$21.7M0.00%−122,028−5.7%Reduced
No Street GP LP2,440,900$26.1M1.57%−909,100−27.1%Reduced
Mirae Asset Global ETFs Holdings Ltd.2,834,255$30.3M0.04%+89,349+3.3%Added
State Street Corp3,331,999$35.6M0.00%−1,934,220−36.7%Reduced
Geode Capital Management, LLC3,383,089$36.1M0.00%+58,437+1.8%Added
Millennium Management LLC4,563,909$48.7M0.03%+3,277,403+254.8%Added
Vanguard Capital Management LLC6,025,495$64.4M0.00%−379,448−5.9%Reduced
Vanguard Portfolio Management LLC6,088,701$65.0M0.00%−1,847,716−23.3%Reduced
BlackRock, Inc.11,929,835$127.4M0.00%−9,254,061−43.7%Reduced
Principal Financial Group Inc0$00.00%−640,301−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−469,417−100.0%Sold out
Renaissance Technologies LLC0$00.00%−327,540−100.0%Sold out
Purpose Unlimited Inc.0$00.00%−277,178−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−276,134−100.0%Sold out
Davidson Kempner Capital Management LP0$00.00%−219,217−100.0%Sold out
New York State Teachers Retirement System0$00.00%−180,619−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−112,752−100.0%Sold out
Troluce Capital Advisors LLC0$00.00%−104,800−100.0%Sold out
LDR Capital Management LLC0$00.00%−95,131−100.0%Sold out
Sophron Capital Management L.P.0$00.00%−70,484−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−65,824−100.0%Sold out
State of Alaska, Department of Revenue0$00.00%−65,104−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−62,895−100.0%Sold out
Natixis0$00.00%−60,000−100.0%Sold out