Arax Advisory Partners

Position in ARI — Apollo Commercial Real Estate Finance, Inc.

CIK 1586767 DENVER, CO

Position in ARI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$28,099

+$27,762 QoQ

Shares Held

2,631

+8121.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#221

of 281 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Real Estate · as of Jun 30, 2026

Arax Advisory Partners holds $10,048,727 across 35 REIT - Mortgage names. ARI ranks #18 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	421,091	$4,589,891
2	RC	Ready Capital Corp	597,353	$1,045,367
3	NLY	Annaly Capital Management Inc	45,478	$1,016,888
4	RITM	Rithm Capital Corp.	74,038	$695,216
5	FBRT	Franklin BSP Realty Trust, Inc.	77,597	$631,639
6	STWD	Starwood Property Trust, Inc.	25,236	$413,365
7	ARR	Armour Residential REIT, Inc.	19,434	$339,123
8	DX	Dynex Capital Inc	24,768	$324,708

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,099	2,631	+8121.9%	Shares	Sole	2026-08-10
2026-03-31	$337	32	-92.5%	Shares	Sole	2026-05-13
2025-12-31	$4,114	425	-94.9%	Shares	Sole	2026-02-13
2025-09-30	$83,886	8,281	+9998.8%	Shares	Sole	2025-11-14
2024-06-30	$802	82	+382.4%	Shares	Sole	2024-08-06
2023-12-31	$199	17	-74.6%	Shares	Sole	2024-02-06
2023-09-30	$678	67	0.0%	Shares	Sole	2023-11-14
2023-06-30	$758	67	+19.6%	Shares	Sole	2023-08-14
2023-03-31	$521	56	0.0%	Shares	Sole	2023-05-16
2022-12-31	$602	56	—	Shares	Sole	2023-02-24
No filing history on record for this holder in this stock.