Creative Planning
Position in ARI — Apollo Commercial Real Estate Finance, Inc.
CIK 1540235
OVERLAND PARK, KS
Position in ARI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$163,777
-$17,538 QoQ
Shares Held
15,335
-10.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#162
of 281 holders
Holding Since
Mar 2020
17 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, 2026Creative Planning holds $16,867,120 across 24 REIT - Mortgage names. ARI ranks #17 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
381,039 | $4,153,324 | |
| 2 | NLY |
Annaly Capital Management Inc
|
147,873 | $3,306,440 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
146,168 | $2,394,231 | |
| 4 | RITM |
Rithm Capital Corp.
|
144,795 | $1,359,624 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
138,622 | $966,194 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
33,115 | $577,856 | |
| 7 | RC |
Ready Capital Corp
|
287,241 | $502,671 | |
| 8 | DX |
Dynex Capital Inc
|
33,859 | $443,891 |
All Filings in ARI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,777 | 15,335 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $181,315 | 17,170 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $193,019 | 19,940 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $194,111 | 19,162 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $165,460 | 17,093 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $142,851 | 14,927 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $129,285 | 14,929 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $164,886 | 17,942 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $185,980 | 18,997 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $249,547 | 22,401 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $259,594 | 22,112 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $199,105 | 19,655 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $261,333 | 23,086 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $137,043 | 14,720 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $122,222 | 11,359 | Shares | Sole | 2023-02-10 | |
| 2020-06-30 | $105,908 | 10,796 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $144,118 | 19,423 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||