WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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

CIK 1632972 PLYMOUTH, MN

Position in ARI

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$1,355,640

-$691,283 QoQ

Shares Held

128,375

-39.3% QoQ

Ownership

0.097%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.22901655306718596.ToString("F0")% Shared 0.ToString("F0")% None 99.77098344693282.ToString("F0")%

Real Estate · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $13,654,858 across 17 REIT - Mortgage names. ARI ranks #5 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc.	289,910	$4,992,250
2	RITM	Rithm Capital Corp.	189,322	$1,794,772
3	NLY	Annaly Capital Management Inc	78,639	$1,663,214
4	AGNC	AGNC Investment Corp.	140,407	$1,408,282
5	ARI	Apollo Commercial Real Estate Finance, Inc. This page	128,375	$1,355,640
6	BXMT	Blackstone Mortgage Trust, Inc.	25,011	$478,960
7	MFA	Mfa Financial, Inc.	42,333	$405,550
8	ARR	Armour Residential REIT, Inc.	21,385	$356,701

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,355,640	128,375	-39.3%	Shares	Sole	2026-04-08
2025-12-31	$2,046,923	211,459	+23.1%	Shares	Sole	2026-01-08
2025-09-30	$1,740,415	171,808	+251.8%	Shares	Sole	2025-10-29
2025-06-30	$472,751	48,838	+11.5%	Shares	Sole	2025-07-10
2025-03-31	$419,309	43,815	+10.1%	Shares	Sole	2025-04-16
2024-12-31	$344,598	39,792	-5.8%	Shares	Sole	2025-03-17
2024-09-30	$388,038	42,224	+46.2%	Shares	Sole	2024-10-24
2024-06-30	$282,696	28,876	+31.2%	Shares	Sole	2024-07-16
2024-03-31	$245,191	22,010	-67.1%	Shares	Sole	2024-04-15
2023-12-31	$785,100	66,874	-5.9%	Shares	Sole	2024-01-30
2023-09-30	$719,533	71,030	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.