EverSource Wealth Advisors, LLC

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

CIK 1710537 BIRMINGHAM, AL

Position in ARI

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$84,752

+$9,745 QoQ

Shares Held

8,026

+3.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $846,337 across 35 REIT - Mortgage names. ARI ranks #5 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	8,682	$183,617
2	RITM	Rithm Capital Corp.	10,309	$97,727
3	DX	Dynex Capital Inc	7,181	$91,626
4	STWD	Starwood Property Trust, Inc.	5,153	$88,732
5	ARI	Apollo Commercial Real Estate Finance, Inc. This page	8,026	$84,752
6	BRSP	BrightSpire Capital, Inc.	15,074	$84,413
7	ARR	Armour Residential REIT, Inc.	2,677	$44,649
8	BXMT	Blackstone Mortgage Trust, Inc.	1,986	$38,028

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$84,752	8,026	+3.6%	Shares	Sole	2026-05-18
2025-12-31	$75,007	7,749	-7.2%	Shares	Sole	2026-02-06
2025-09-30	$84,544	8,346	+18.6%	Shares	Sole	2025-11-10
2025-06-30	$68,127	7,038	+8.8%	Shares	Sole	2025-08-13
2025-03-31	$61,898	6,468	+4.2%	Shares	Sole	2025-05-13
2024-12-31	$53,735	6,205	+0.8%	Shares	Sole	2025-02-10
2024-09-30	$56,546	6,153	+1.7%	Shares	Sole	2024-11-08
2024-06-30	$59,258	6,053	+2117.2%	Shares	Sole	2024-08-13
2023-03-31	$2,541	273	0.0%	Shares	Sole	2023-05-11
2022-12-31	$2,937	273	-56.8%	Shares	Sole	2023-02-09
2022-09-30	$5,245	632	+187.3%	Shares	Sole	2022-11-07
2022-06-30	$2,296	220	-73.6%	Shares	Sole	2022-08-01
2022-03-31	$11,603	833	+278.6%	Shares	Sole	2022-05-25
2021-12-31	$2,895	220	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.