Apollo Commercial Real EstatARI
13F holders, Q1 2026 (March 31)271holders +9
41new positions
29sold out
4famous investors
$10.57avg. 13F price*
At the end of Q1 2026, 271 institutions reported holding Apollo Commercial Real Estat (ARI) in their 13F filings, up 9 from Q4 2025. 41 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($223.7M), Vanguard Portfolio Management LLC ($83.8M) and Vanguard Capital Management LLC ($67.6M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Apollo Commercial Real Estat
- CUSIP
- 03762U105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $55.4M |
| Exits | 29 | $27.3M |
All 13F filers, Q4 2025 → Q1 2026: 9,391,614 shares bought and 5,842,765 shares sold, net +3,548,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| BlackRock, Inc. | 0.00% | Reduce -0.2% | 21,183,896 | $223.7M |
| Vanguard Portfolio Management LLC | 0.00% | — | 7,936,417 | $83.8M |
| Vanguard Capital Management LLC | 0.00% | — | 6,404,943 | $67.6M |
| State Street Corp. | 0.00% | Reduce -0.6% | 5,266,219 | $56.9M |
| No Street GP LP | 2.36% | Add +3.7% | 3,350,000 | $35.4M |
| Geode Capital Management, LLC | 0.00% | Add +5.0% | 3,324,652 | $35.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Add +24.2% | 2,744,906 | $29.0M |
| Invesco Ltd. | 0.00% | Add +74.4% | 2,170,664 | $22.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.1% | 2,157,978 | $22.8M |
| Morgan Stanley | 0.00% | Reduce -8.7% | 1,780,963 | $18.8M |
| Northern Trust Corp. | 0.00% | Add +3.0% | 1,696,864 | $17.9M |
| Millennium Management | 0.01% | Add +155.2% | 1,286,506 | $13.6M |
| Van Eck Associates Corp. | 0.01% | Add +4.3% | 1,236,648 | $13.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.8% | 930,396 | $9.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 889,864 | $9.4M |
| Empyrean Capital Partners, LP | 0.33% | New | 883,751 | $9.3M |
| First Trust Advisors LP | 0.01% | Add +23.0% | 782,514 | $8.3M |
| UBS Group AG | 0.00% | Add +36.1% | 755,540 | $8.0M |
| Azora Capital LP | 0.49% | New | 708,335 | $7.5M |
| Apollo Management Holdings, L.P. | 0.14% | No change | 665,573 | $7.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.9% | 651,535 | $6.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -25.0% | 640,301 | $6.8M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -3.4% | 613,662 | $6.5M |
| Edgestream Partners, L.P. | 0.17% | Reduce -8.4% | 501,541 | $5.3M |
| Public Sector Pension Investment Board | 0.02% | Add +3.7% | 469,417 | $5.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -39.5% | 456,788 | $4.8M |
| Readystate Asset Management LP | 0.49% | New | 450,770 | $4.8M |
| Cura Wealth Advisors, LLC | 2.07% | Reduce -46.9% | 437,233 | $4.6M |
| Rhumbline Advisers | 0.00% | Add +1.2% | 389,837 | $4.1M |
| Bank of America Corp. | 0.00% | Add +17.4% | 382,239 | $4.0M |
| Nomura Holdings Inc. | 0.03% | Add +236.2% | 368,083 | $3.9M |
| XTX Topco Ltd | 0.07% | New | 361,761 | $3.8M |
| Allianz Asset Management GmbH | 0.00% | Reduce -22.7% | 343,615 | $3.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.3% | 342,414 | $3.6M |
| Susquehanna International Group, LLP | 0.00% | Add +1204.5% | 337,406 | $3.6M |
| Carmel Capital Partners, LLC | 1.28% | Add +6.9% | 336,262 | $3.6M |
| Nuveen, LLC | 0.00% | Reduce -13.8% | 334,905 | $3.5M |
| Renaissance Technologies | 0.01% | New | 327,540 | $3.5M |
| LPL Financial LLC | 0.00% | Reduce -7.8% | 325,854 | $3.4M |
| AQR Capital Management | 0.00% | Add +2.6% | 321,544 | $3.4M |
| Legal & General Group Plc | 0.00% | Reduce -0.3% | 319,353 | $3.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 307,163 | $3.3M |
| NewGen Asset Management Ltd | 1.96% | New | 305,670 | $3.2M |
| Brevan Howard Capital Management LP | 0.03% | New | 304,972 | $3.2M |
| Purpose Unlimited Inc. | 0.12% | Add +12.1% | 277,178 | $2.9M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -46.7% | 276,134 | $2.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Reduce -5.6% | 264,070 | $2.8M |
| Swiss National Bank | 0.00% | No change | 260,239 | $2.7M |
| PEAK6 LLC | 0.07% | New | 232,539 | $2.5M |
| New Age Alpha Advisors, LLC | 0.11% | Reduce -3.7% | 230,070 | $2.4M |
| Wells Fargo & Company | 0.00% | Reduce -30.6% | 219,307 | $2.3M |
| Davidson Kempner Capital Management LP | 0.06% | New | 219,217 | $2.3M |
| One William Street Capital Management, L.P. | 4.06% | New | 200,000 | $2.1M |
| Prelude Capital Management, LLC | 0.16% | Reduce -11.1% | 200,000 | $2.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -24.3% | 199,270 | $2.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -7.9% | 180,619 | $1.9M |
| Wolverine Asset Management LLC | 0.10% | No change | 178,634 | $1.9M |
| Alliancebernstein L.P. | 0.00% | No change | 194,817 | $1.9M |
| Alpine Global Management, LLC | 0.31% | New | 167,773 | $1.8M |
| Family Manage LLC | 0.20% | New | 159,283 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +19.1% | 153,450 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +50.0% | 153,192 | $1.6M |
| Truvestments Capital LLC | 0.29% | New | 153,111 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +23.9% | 148,176 | $1.6M |
| California State Teachers Retirement System | 0.00% | Add +14.6% | 139,738 | $1.5M |
| Prudential Financial Inc. | 0.00% | Reduce -4.8% | 136,696 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -39.3% | 128,375 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Add +1.2% | 128,997 | $1.4M |
| Advisors Asset Management, Inc. | 0.02% | Add +82.0% | 125,781 | $1.3M |
| AlphaCore Capital LLC | 0.03% | Add +0.8% | 120,377 | $1.3M |
| Deutsche Bank AG | 0.00% | Add +12.7% | 121,416 | $1.3M |
| Simplex Trading, LLC | 0.04% | New | 119,664 | $1.3M |
| Penserra Capital Management LLC | 0.01% | Add +2.9% | 118,335 | $1.2M |
| Novare Capital Management LLC | 0.10% | Add +5.1% | 114,175 | $1.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +4.1% | 113,037 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +3.8% | 112,752 | $1.2M |
| Brooklyn Investment Group | 0.04% | New | 112,471 | $1.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 112,036 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -71.4% | 107,656 | $1.1M |
| American Financial Group Inc. | 0.41% | No change | 105,154 | $1.1M |
| Troluce Capital Advisors LLC | 0.12% | New | 104,800 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +11.6% | 100,662 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.0% | 99,069 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +311.3% | 97,048 | $1.0M |
| LDR Capital Management LLC | 1.96% | New | 95,131 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +22.6% | 91,958 | $971K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.5% | 85,940 | $908K |
| Lido Advisors, LLC | 0.00% | Reduce -0.0% | 75,724 | $819K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.9% | 73,135 | $772K |
| Samalin Investment Counsel, LLC | 0.27% | Reduce -13.7% | 72,259 | $763K |
| Bank of Montreal | 0.00% | Add +9.2% | 71,989 | $760K |
| PFG Investments, LLC | 0.04% | Add +0.8% | 71,830 | $759K |
| Sophron Capital Management L.P. | 0.22% | New | 70,484 | $744K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -5.5% | 65,824 | $695K |
| Handelsbanken Fonder AB | 0.00% | Add +21.4% | 65,302 | $690K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.1% | 65,104 | $687K |
| QRG Capital Management, Inc. | 0.01% | Add +13.8% | 64,026 | $676K |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 63,448 | $670K |
| Voloridge Investment Management, LLC | 0.00% | New | 62,895 | $664K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +33.7% | 60,180 | $636K |
"% of holder's portfolio" is ARI's weight in each manager's 13F, not the share of Apollo Commercial Real Estat the manager owns.