$ARI

$6.60 +$0.00 (0.0%) Live

$ARI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 128.2M shares outstanding

Who owns ARI?

By type of holder

Institutions 62.0% Insiders 0.7% Everyone else 37.3%

Concentration Top 10 holders own 34.8%

BlackRock, Inc. 9.3% · Vanguard Portfolio Management LLC 4.8%

Institutional ownership

62.0%

-5.0 pts vs last qtr

Institutional holders

283

+12 vs last qtr

Net shares bought

−6.4M

by institutions in Q2 2026

New / sold out

65 / 53

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Millennium Management LLC +3.3M
Schonfeld Strategic Advisors LLC NEW +1.9M

Biggest sellers in Q2 2026

BlackRock, Inc. −9.3M
State Street Corp −1.9M

Who is planning to sell?

Notices of proposed sale, last 12 months

$534K

2 notices from 2 people

Shares covered

53.0K

0.04% of the company

Arranged in advance

99%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Stuart A Rothstein Director 10b5-1 $527K
Salvati Michael Director $6.6K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+89.4%

+7.36% a year

Each share's claim on the business

−47.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$169M vs $140M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years60% 3–5 years5% 1–3 years18% Under 1 year17%

Quarterly turnover

24.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting ARI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	11.9M	9.30%	−9.3M (−43.7%)	≤2021	0.0%
Shares held by quarter Peak holding22.7M (Q3'24) Change over 8 quarters−10.7M Share of the company9.300% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	6.1M	4.75%	−1.8M (−23.3%)	≤2021	0.0%
Shares held by quarter Peak holding7.9M (Q1'26) Change over 8 quarters+6.1M Share of the company4.750% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

11.9M

% of company

9.30%

Change vs last qtr

−9.3M (−43.7%)

Held since

≤2021

Vanguard Portfolio Management LLC

6.1M

% of company

4.75%

Change vs last qtr

−1.8M (−23.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Apollo Commercial Real Estate Finance Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ARI on Form N-PORT; together they hold 37.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$83.1M	7.9M	6.14%	0.09%	March 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$44.8M	4.2M	3.27%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$83.1M

% of company

6.14%

% of the fund

0.09%

As of

March 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$44.8M

% of company

3.27%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Apollo Commercial Real Estate Finance Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
RS Rothstein Stuart Insider	287.7K	0.22%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.220% Rothstein Stuart's insider activity →
SM Salvati Michael Insider	164.1K	0.13%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.130% Salvati Michael's insider activity →

Rothstein Stuart

Insider

287.7K

% of company

0.22%

Change vs last qtr

—

Held since

—

Salvati Michael

Insider

164.1K

% of company

0.13%

Change vs last qtr

—

Held since

—

7 more holders behind a free account

See every insider and 5%+ holder of Apollo Commercial Real Estate Finance Inc.

Comments