LPL Financial LLC
Position in ARI — Apollo Commercial Real Estate Finance, Inc.
CIK 1403438
FORT MILL, SC
Position in ARI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,067,680
-$373,338 QoQ
Shares Held
287,236
-11.9% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 277 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARI Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $155,029,200 across 30 REIT - Mortgage names. ARI ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
5,999,787 | $65,397,678 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,447,269 | $32,360,934 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
918,372 | $15,042,933 | |
| 4 | RITM |
Rithm Capital Corp.
|
841,617 | $7,902,783 | |
| 5 | DX |
Dynex Capital Inc
|
530,383 | $6,953,321 | |
| 6 | MFA |
Mfa Financial, Inc.
|
402,827 | $3,903,393 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
220,984 | $3,745,678 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
This page
|
287,236 | $3,067,680 |
All Filings in ARI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,067,680 | 287,236 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,441,018 | 325,854 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,419,682 | 353,273 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,432,307 | 338,826 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,282,846 | 339,137 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,710,147 | 283,192 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,412,572 | 278,588 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,540,336 | 276,424 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,806,597 | 286,680 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,215,739 | 288,666 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,262,041 | 277,857 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,800,215 | 276,428 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,981,552 | 263,388 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,545,633 | 273,430 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,876,234 | 267,308 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,224,366 | 267,996 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,623,530 | 251,296 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,295,392 | 236,568 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,950,787 | 224,224 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,180,619 | 214,472 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,834,937 | 177,739 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,245,146 | 160,712 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,537,315 | 137,629 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,665,534 | 184,854 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,637,818 | 166,954 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,408,212 | 189,786 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||