Steward Partners Investment Advisory, LLC
Position in ARI — Apollo Commercial Real Estate Finance, Inc.
CIK 1723397
STAMFORD, CT
Position in ARI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$49,565
+$39,005 QoQ
Shares Held
4,641
+364.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#211
of 281 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARI Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $5,797,224 across 23 REIT - Mortgage names. ARI ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
185,677 | $2,023,879 | |
| 2 | NLY |
Annaly Capital Management Inc
|
67,938 | $1,519,093 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
41,638 | $682,030 | |
| 4 | EFC |
Ellington Financial Inc.
|
19,807 | $269,573 | |
| 5 | RITM |
Rithm Capital Corp.
|
28,202 | $264,816 | |
| 6 | RWT |
Redwood Trust Inc
|
51,130 | $242,356 | |
| 7 | KREF |
KKR Real Estate Finance Trust Inc.
|
22,862 | $156,376 | |
| 8 | ABR |
Arbor Realty Trust Inc
|
26,446 | $143,337 |
All Filings in ARI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,565 | 4,641 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,560 | 1,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $101,039 | 10,438 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,130 | 1,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,680 | 1,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,570 | 1,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,052 | 2,200 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $20,218 | 2,200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $37,339 | 3,814 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $24,508 | 2,200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $25,828 | 2,200 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $22,286 | 2,200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $24,904 | 2,200 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,482 | 2,200 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $23,672 | 2,200 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $18,260 | 2,200 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $22,968 | 2,200 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $30,646 | 2,200 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $28,952 | 2,200 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $17,796 | 1,200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,140 | 1,200 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $31,572 | 2,260 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $29,042 | 2,600 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $37,842 | 4,200 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $73,575 | 7,500 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $55,650 | 7,500 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||