TWO SIGMA INVESTMENTS, LP

Position in ARI — Apollo Commercial Real Estate Finance, Inc.

CIK 1179392 NEW YORK, NY

Position in ARI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,089,628

+$1,985,337 QoQ

Shares Held

382,924

+92.2% QoQ

Ownership

0.299%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#40

of 281 holders

Holding Since

Sep 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $201,216,359 across 24 REIT - Mortgage names. ARI ranks #13 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DX	Dynex Capital Inc	2,965,239	$38,874,283
2	STWD	Starwood Property Trust, Inc.	2,211,543	$36,225,074
3	LADR	Ladder Capital Corp	3,096,940	$30,814,553
4	CIM	Chimera Investment Corp	1,035,135	$13,808,700
5	TRTX	TPG RE Finance Trust, Inc.	1,458,255	$12,205,594
6	IVR	Invesco Mortgage Capital Inc.	1,296,579	$10,242,974
7	EFC	Ellington Financial Inc.	689,244	$9,380,610
8	BRSP	BrightSpire Capital, Inc.	1,546,918	$8,430,703

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,089,628	382,924	+92.2%	Shares	Sole	2026-08-14
2026-03-31	$2,104,291	199,270	-24.3%	Shares	Sole	2026-05-15
2025-12-31	$2,547,301	263,151	-1.0%	Shares	Sole	2026-02-17
2025-09-30	$2,693,151	265,859	+3.4%	Shares	Sole	2025-11-14
2025-06-30	$2,489,957	257,227	+1832.1%	Shares	Sole	2025-08-14
2025-03-31	$127,405	13,313	-11.4%	Shares	Sole	2025-05-15
2021-06-30	$239,696	15,028	-89.9%	Shares	Sole	2021-08-16
2021-03-31	$2,082,032	149,036	+26.4%	Shares	Sole	2021-05-17
2020-12-31	$1,316,764	117,884	-45.0%	Shares	Sole	2021-02-16
2020-09-30	$1,931,698	214,395	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.