Waverly Advisors, LLC
Position in ARI — Apollo Commercial Real Estate Finance, Inc.
CIK 1568787
BIRMINGHAM, AL
Position in ARI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$212,702
New position
Shares Held
19,916
first reported quarter
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#148
of 281 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Waverly Advisors, LLC holds $4,394,477 across 6 REIT - Mortgage names. ARI ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
144,992 | $3,242,021 | |
| 2 | FBRT |
Franklin BSP Realty Trust, Inc.
|
55,515 | $451,892 | |
| 3 | ARI |
Apollo Commercial Real Estate Finance, Inc.
This page
|
19,916 | $212,702 | |
| 4 | AGNC |
AGNC Investment Corp.
|
18,365 | $200,178 | |
| 5 | RITM |
Rithm Capital Corp.
|
18,165 | $170,569 | |
| 6 | BRSP |
BrightSpire Capital, Inc.
|
21,489 | $117,115 |
All Filings in ARI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,702 | 19,916 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||