EverSource Wealth Advisors, LLC

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

CIK 1710537 BIRMINGHAM, AL

Position in ARI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$99,566

+$24,559 QoQ

Shares Held

9,323

+20.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#200

of 281 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $943,940 across 36 REIT - Mortgage names. ARI ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	7,101	$158,775
2	AGNC	AGNC Investment Corp.	12,944	$141,086
3	BRSP	BrightSpire Capital, Inc.	20,866	$113,718
4	ARI	Apollo Commercial Real Estate Finance, Inc. This page	9,323	$99,566
5	DX	Dynex Capital Inc	6,348	$83,219
6	STWD	Starwood Property Trust, Inc.	3,566	$58,408
7	RITM	Rithm Capital Corp.	4,284	$40,224
8	ARR	Armour Residential REIT, Inc.	2,253	$39,314

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,566	9,323	+20.3%	Shares	Sole	2026-07-24
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	—	Shares	Sole	2022-05-25
No filing history on record for this holder in this stock.