FIRST TRUST ADVISORS LP
Position in ARI — Apollo Commercial Real Estate Finance, Inc.
CIK 1125816
Wheaton, IL
Position in ARI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,371,036
+$107,689 QoQ
Shares Held
783,805
+0.2% QoQ
Ownership
0.611%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARI Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $156,039,566 across 14 REIT - Mortgage names. ARI ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,955,084 | $43,715,678 | |
| 2 | AGNC |
AGNC Investment Corp.
|
2,936,162 | $32,004,165 | |
| 3 | RITM |
Rithm Capital Corp.
|
2,833,824 | $26,609,607 | |
| 4 | ARI |
Apollo Commercial Real Estate Finance, Inc.
This page
|
783,805 | $8,371,036 | |
| 5 | PMT |
PennyMac Mortgage Investment Trust
|
635,796 | $7,171,778 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
392,154 | $6,843,087 | |
| 7 | MFA |
Mfa Financial, Inc.
|
687,912 | $6,665,867 | |
| 8 | STWD |
Starwood Property Trust, Inc.
|
363,130 | $5,948,069 |
All Filings in ARI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,371,036 | 783,805 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $8,263,347 | 782,514 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $6,160,187 | 636,383 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $795,539 | 78,533 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $763,461 | 78,870 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $973,211 | 101,694 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,638,194 | 189,168 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $540,923 | 58,860 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,249,213 | 127,601 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,396,989 | 125,403 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,159,609 | 269,132 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,499,884 | 345,497 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,395,540 | 123,281 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,791,864 | 299,878 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $436,640 | 40,580 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,870,314 | 345,821 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,654,939 | 350,090 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,791,947 | 774,727 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,237,820 | 246,035 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,503,216 | 236,225 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,909,151 | 119,696 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $2,573,315 | 184,203 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $910,645 | 81,526 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $456,212 | 50,634 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,664,945 | 271,656 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,083,542 | 146,030 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||