EP Wealth Advisors, LLC
Position in ARI — Apollo Commercial Real Estate Finance, Inc.
CIK 1540569
TORRANCE, CA
Position in ARI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$144,094
New position
Shares Held
13,492
first reported quarter
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#174
of 281 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 98%
Shared 0%
None 2%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $432,360 across 3 REIT - Mortgage names. ARI ranks #2 (33.3% of the industry book) .
All Filings in ARI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,094 | 13,492 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||