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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
Zurcher Kantonalbank (Zurich Cantonalbank)60,180$642.7K0.00%00.0%Unchanged
Jupiter Topco LLC59,476$636.1K0.00%+59,476New
Samalin Investment Counsel, LLC57,436$613.4K0.20%−14,823−20.5%Reduced
State Board of Administration of Florida Retirement System57,264$611.6K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The55,425$591.9K0.00%−1,392−2.4%Reduced
Louisiana State Employees Retirement System54,700$584.2K0.01%−3,500−6.0%Reduced
BTG Pactual Asset Management US LLC53,389$570.2K0.04%+53,389New
Quantinno Capital Management LP52,707$562.9K0.00%+11,368+27.5%Added
Triumph Capital Management51,953$554.9K0.10%−1,207−2.3%Reduced
State of Tennessee, Treasury Department50,733$541.8K0.00%−1,857−3.5%Reduced
PFG Investments, LLC50,709$541.6K0.02%−21,121−29.4%Reduced
New York State Common Retirement Fund50,132$535.4K0.00%+11,000+28.1%Added
BI Asset Management Fondsmaeglerselskab A/S49,692$531.0K0.00%−214,378−81.2%Reduced
Vanguard Global Advisers, LLC47,921$511.8K0.00%−3,684−7.1%Reduced
Cambridge Investment Research Advisors, Inc.41,589$444.0K0.00%−14,945−26.4%Reduced
Fifth Third Wealth Advisors LLC40,523$432.8K0.01%+40,523New
Two Sigma Securities, LLC39,646$423.4K0.04%+39,646New
Park Capital Management, LLC39,544$422.3K0.25%+39,544New
Cetera Investment Advisers38,986$416.4K0.00%−7,904−16.9%Reduced
Police & Firemen's Retirement System of New Jersey38,669$413.0K0.00%00.0%Unchanged
SEI Investments Co38,155$407.5K0.00%−16,012−29.6%Reduced
Vanguard Investments Australia, Ltd.38,094$406.8K0.00%00.0%Unchanged
Anchyra Partners LLC37,210$397.4K0.10%+37,210New
TCG Advisory Services, LLC36,909$394.2K0.01%+36,909New
KLP Kapitalforvaltning AS28,000$388.3K0.00%00.0%Unchanged
Jain Global LLC35,822$382.6K0.00%+35,822New
Arizona State Retirement System35,417$378.3K0.00%−839−2.3%Reduced
Beacon Pointe Advisors, LLC32,588$348.0K0.00%−103−0.3%Reduced
Mercer Global Advisors Inc32,141$343.3K0.00%−2,577−7.4%Reduced
Private Advisor Group, LLC30,359$324.2K0.00%−1,414−4.5%Reduced
Mariner, LLC30,178$322.3K0.00%−15,293−33.6%Reduced
Intech Investment Management LLC29,178$311.6K0.00%−14,559−33.3%Reduced
Walleye Capital LLC29,127$311.1K0.00%+29,127New
Voya Investment Management LLC27,517$293.9K0.00%+1,754+6.8%Added
STRS Ohio26,600$284.1K0.00%+2,300+9.5%Added
Caxton Associates LLP25,773$275.3K0.01%00.0%Unchanged
Cannon Global Investment Management, LLC25,700$274.5K0.83%+25,700New
Barclays PLC24,791$264.8K0.00%−1,613−6.1%Reduced
The PNC Financial Services Group, Inc.24,439$261.0K0.00%+2,032+9.1%Added
Symmetry Partners, LLC24,360$260.2K0.01%+24,360New
Commonwealth Financial Services, LLC23,662$252.7K0.03%+23,662New
Public Employees Retirement Association of Colorado23,479$251.0K0.00%00.0%Unchanged
HighTower Advisors, LLC23,384$249.7K0.00%−13,567−36.7%Reduced
Farther Finance Advisors, LLC23,212$247.1K0.00%+3,839+19.8%Added
Prudential Financial Inc23,130$247.0K0.00%−113,566−83.1%Reduced
BNP Paribas Arbitrage, SA22,595$241.3K0.00%−8,302−26.9%Reduced
Global Retirement Partners, LLC20,005$213.7K0.00%+20,005New
Warren Averett Asset Management, LLC19,916$212.7K0.00%+19,916New
Arkadios Wealth Advisors18,846$201.3K0.00%+18,846New
Modern Wealth Management, LLC18,221$194.6K0.00%+18,221New
CI Private Wealth, LLC18,048$192.8K0.00%+18,048New
ProShare Advisors LLC17,755$189.6K0.00%−3,899−18.0%Reduced
Pictet Asset Management Holding SA17,678$188.8K0.00%−1,228−6.5%Reduced
Graham Capital Management, L.P.17,306$184.8K0.00%+17,306New
State of Wisconsin Investment Board17,192$183.6K0.00%+4,256+32.9%Added
H&H Retirement Design & Management INC27,319$180.3K0.08%−4,541−14.3%Reduced
Commonwealth Equity Services, LLC16,528$176.5K0.00%−5,622−25.4%Reduced
Quotient Wealth Partners, LLC16,089$171.8K0.00%+16,089New
United Capital Financial Advisers, LLC15,992$170.8K0.00%+15,992New
Great West Life Assurance Co15,882$170.0K0.00%−97,155−85.9%Reduced
Able Wealth Management LLC15,719$167.9K0.04%+15,719New
Truist Financial Corp15,630$166.9K0.00%+15,630New
Global Assets Advisory, LLC15,692$166.7K0.04%−436−2.7%Reduced
Creative Planning15,335$163.8K0.00%−1,835−10.7%Reduced
MML Investors Services, LLC15,184$162.2K0.00%+5,149+51.3%Added
Virtu Financial LLC15,115$161.0K0.01%+15,115New
Black Maple Capital Management LP15,000$160.2K0.11%+15,000New
Envestnet Asset Management Inc14,878$158.9K0.00%−2,206−12.9%Reduced
VestGen Advisors, LLC14,738$157.4K0.00%+14,738New
Boothbay Fund Management, LLC14,320$152.9K0.00%−22,753−61.4%Reduced
Neuberger Berman Group LLC13,970$149.2K0.00%+3,304+31.0%Added
SG Americas Securities, LLC13,704$146.0K0.00%−31,731−69.8%Reduced
Amundi13,499$144.2K0.00%+13,499New
EP Wealth Advisors, LLC13,492$144.1K0.00%+13,492New
Empirical Asset Management, LLC13,397$143.1K0.03%+13,397New
Xponance, Inc.13,015$139.0K0.00%+234+1.8%Added
Daymark Wealth Partners, LLC12,754$136.2K0.00%+12,754New
Cyndeo Wealth Partners, LLC12,697$135.6K0.01%+12,697New
Parallel Advisors, LLC12,661$135.2K0.00%+8,005+171.9%Added
Crossmark Global Holdings, Inc.12,370$132.1K0.00%00.0%Unchanged
State of Wyoming12,346$131.9K0.01%−34,049−73.4%Reduced
Abel Hall, LLC12,084$129.1K0.02%+102+0.9%Added
Franklin Resources Inc11,829$126.3K0.00%+238+2.1%Added
Pathstone Holdings, LLC11,723$125.2K0.00%−746−6.0%Reduced
Ameritas Investment Partners, Inc.11,675$124.7K0.00%00.0%Unchanged
RSM US Wealth Management LLC11,479$122.6K0.00%+11,479New
Steel Peak Wealth Management LLC11,341$121.1K0.00%+11,341New
Accuvest Global Advisors11,201$120.0K0.10%−18−0.2%Reduced
Ethic Inc.11,206$119.7K0.00%+11,206New
Longboard Asset Management, LP11,153$119.1K2.00%+621+5.9%Added
GTS Securities LLC10,930$116.7K0.00%+10,930New
Cerity Partners LLC10,676$114.0K0.00%−20,393−65.6%Reduced
Readystate Asset Management LP10,645$113.7K0.00%−440,125−97.6%Reduced
Bartlett & Co. Wealth Management LLC10,625$113.5K0.00%00.0%Unchanged
Independent Financial Group, LLC10,500$112.1K0.00%−1,150−9.9%Reduced
Legacy Financial Strategies, LLC10,200$108.9K0.02%00.0%Unchanged
Koshinski Asset Management, Inc.10,148$108.4K0.01%+10,148New
Park Avenue Securities LLC10,046$107.0K0.00%+10,046New
Universal- Beteiligungs- und Servicegesellschaft mbH10,004$106.8K0.00%+10,004New
Deltec Asset Management LLC10,000$106.8K0.02%+10,000New