IFP Advisors, Inc
Position in ARI — Apollo Commercial Real Estate Finance, Inc.
CIK 1641866
TAMPA, FL
Position in ARI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,987
+$14 QoQ
Shares Held
467
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 281 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARI Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $2,377,899 across 36 REIT - Mortgage names. ARI ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
28,559 | $638,579 | |
| 2 | AGNC |
AGNC Investment Corp.
|
57,505 | $626,804 | |
| 3 | IVR |
Invesco Mortgage Capital Inc.
|
60,872 | $480,888 | |
| 4 | CIM |
Chimera Investment Corp
|
10,412 | $138,896 | |
| 5 | STWD |
Starwood Property Trust, Inc.
|
7,887 | $129,189 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
6,041 | $102,394 | |
| 7 | RITM |
Rithm Capital Corp.
|
8,529 | $80,087 | |
| 8 | BRSP |
BrightSpire Capital, Inc.
|
6,202 | $33,800 |
All Filings in ARI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,987 | 467 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,973 | 471 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,665 | 482 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,099 | 306 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,845 | 294 | Shares | Sole | 2025-07-24 | |
| 2024-03-31 | $712 | 64 | Shares | Sole | 2024-07-30 | |
| 2022-12-31 | $11 | 196 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,694 | 927 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $7,850 | 752 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $12,314 | 884 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $2,105 | 160 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,372 | 160 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $52,491 | 3,291 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $96,979 | 6,942 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $77,486 | 6,937 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $56,141 | 6,231 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $100,385 | 10,233 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $14,595 | 1,967 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||