Advisors Asset Management, Inc.
Position in ARI — Apollo Commercial Real Estate Finance, Inc.
CIK 1297376
Monument, CO
Position in ARI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,328,247
+$659,108 QoQ
Shares Held
125,781
+82.0% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ARI Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Advisors Asset Management, Inc. holds $56,758,437 across 12 REIT - Mortgage names. ARI ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
1,111,158 | $11,144,914 | |
| 2 | ARR |
Armour Residential REIT, Inc.
|
588,768 | $9,820,650 | |
| 3 | TWO |
Two Harbors Investment Corp.
|
770,208 | $8,795,775 | |
| 4 | ABR |
Arbor Realty Trust Inc
|
1,025,450 | $7,906,219 | |
| 5 | DX |
Dynex Capital Inc
|
546,327 | $6,971,132 | |
| 6 | ORC |
Orchid Island Capital, Inc.
|
693,031 | $4,872,007 | |
| 7 | NLY |
Annaly Capital Management Inc
|
191,131 | $4,042,420 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
This page
|
125,781 | $1,328,247 |
All Filings in ARI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,328,247 | 125,781 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $669,139 | 69,126 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,944,993 | 290,720 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,501,558 | 465,037 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,924,702 | 514,598 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,785,394 | 552,586 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,303,998 | 468,335 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,664,965 | 272,213 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,067,806 | 185,620 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,291,143 | 195,157 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,279,817 | 225,056 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,001,792 | 265,176 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,744,792 | 294,822 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,342,475 | 310,639 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,486,995 | 299,638 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,703,387 | 450,516 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $8,681,607 | 623,231 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $10,969,754 | 833,568 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $14,772,296 | 996,109 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,626,153 | 1,105,088 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $12,550,033 | 898,356 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $7,674,426 | 687,057 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,236,069 | 470,152 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,966,573 | 302,403 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $996,097 | 134,245 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||