OSAIC HOLDINGS, INC.
Position in ARI — Apollo Commercial Real Estate Finance, Inc.
CIK 1677044
SCOTTSDALE, AZ
Position in ARI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$971,075
+$244,892 QoQ
Shares Held
91,958
+22.6% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13.5148654820679.ToString("F0")%
Shared 0.ToString("F0")%
None 86.4851345179321.ToString("F0")%
Common Shares in ARI Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $51,123,652 across 39 REIT - Mortgage names. ARI ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
913,539 | $19,321,348 | |
| 2 | AGNC |
AGNC Investment Corp.
|
1,430,015 | $14,343,048 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
238,319 | $4,103,853 | |
| 4 | RITM |
Rithm Capital Corp.
|
284,675 | $2,698,717 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
98,553 | $1,887,289 | |
| 6 | ARI |
Apollo Commercial Real Estate Finance, Inc.
This page
|
91,958 | $971,075 | |
| 7 | REFI |
Chicago Atlantic Real Estate Finance, Inc.
|
84,052 | $951,467 | |
| 8 | ABR |
Arbor Realty Trust Inc
|
105,271 | $811,638 |
All Filings in ARI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $971,075 | 91,958 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $726,183 | 75,019 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $758,331 | 74,860 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $639,693 | 66,084 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $600,602 | 62,759 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $753,332 | 86,990 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $748,331 | 81,429 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $690,497 | 70,531 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,040,620 | 93,413 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,505,464 | 128,234 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,270,830 | 224,169 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,414,057 | 124,917 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $1,143,702 | 122,847 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,298,019 | 120,634 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,016,366 | 122,454 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,227,773 | 117,603 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,453,648 | 104,354 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,289,006 | 97,949 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $702,449 | 47,367 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $966,392 | 60,589 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $432,048 | 30,927 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $372,294 | 33,330 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $283,118 | 31,423 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $330,858 | 33,727 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $411,035 | 55,396 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||