Merit Financial Group, LLC

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

CIK 1621225 ALPHARETTA, GA

Position in ARI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,296,155

-$66,050 QoQ

Shares Held

121,363

-5.9% QoQ

Ownership

0.095%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#73

of 281 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Merit Financial Group, LLC holds $2,799,738 across 6 REIT - Mortgage names. ARI ranks #1 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARI	Apollo Commercial Real Estate Finance, Inc. This page	121,363	$1,296,155
2	NLY	Annaly Capital Management Inc	26,010	$581,582
3	BRSP	BrightSpire Capital, Inc.	87,355	$476,084
4	ORC	Orchid Island Capital, Inc.	38,624	$269,208
5	AGNC	AGNC Investment Corp.	12,626	$137,622
6	RC	Ready Capital Corp	22,336	$39,087

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,296,155	121,363	-5.9%	Shares	Other	2026-07-20
2026-03-31	$1,362,205	128,997	+1.2%	Shares	Other	2026-04-15
2025-12-31	$1,233,510	127,429	+7.4%	Shares	Other	2026-01-26
2025-09-30	$1,202,085	118,666	+1.7%	Shares	Other	2025-11-07
2025-06-30	$1,129,007	116,633	-1.0%	Shares	Sole	2025-07-22
2025-03-31	$1,127,795	117,847	+2.8%	Shares	Sole	2025-04-09
2024-12-31	$992,773	114,639	+10.0%	Shares	Sole	2025-01-15
2024-09-30	$957,524	104,192	-5.5%	Shares	Sole	2024-10-17
2024-06-30	$1,079,817	110,298	-1.6%	Shares	Sole	2024-08-13
2024-03-31	$1,248,103	112,038	-23.8%	Shares	Sole	2024-05-06
2023-12-31	$1,725,216	146,952	-25.1%	Shares	Sole	2024-02-06
2023-09-30	$1,986,655	196,116	-35.7%	Shares	Sole	2023-11-07
2023-06-30	$3,453,245	305,057	—	Shares	Sole	2023-08-01
No filing history on record for this holder in this stock.