Global Retirement Partners, LLC
PensionPosition in ARI — Apollo Commercial Real Estate Finance, Inc.
CIK 1749744
San Rafael, CA
Position in ARI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$213,653
-$2,724 QoQ
Shares Held
20,005
-10.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#146
of 277 holders
Holding Since
Mar 2020
17 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, 2026Global Retirement Partners, LLC holds $2,895,136 across 26 REIT - Mortgage names. ARI ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
52,371 | $857,836 | |
| 2 | NLY |
Annaly Capital Management Inc
|
19,741 | $441,408 | |
| 3 | AGNC |
AGNC Investment Corp.
|
39,897 | $434,877 | |
| 4 | RITM |
Rithm Capital Corp.
|
32,252 | $302,846 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
This page
|
20,005 | $213,653 | |
| 6 | DX |
Dynex Capital Inc
|
8,290 | $108,681 | |
| 7 | CIM |
Chimera Investment Corp
|
5,932 | $79,132 | |
| 8 | EFC |
Ellington Financial Inc.
|
5,274 | $71,779 |
All Filings in ARI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,653 | 20,005 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $216,377 | 22,353 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $239,918 | 23,684 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $118,454 | 12,237 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $125,933 | 14,542 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $192,852 | 20,985 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $204,317 | 20,870 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $228,815 | 20,540 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $241,139 | 20,540 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $25,760 | 2,543 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $28,390 | 2,508 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $23,349 | 2,508 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $28,105 | 2,612 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,254 | 1,115 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,609 | 1,112 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $14,974 | 1,075 | Shares | Sole | 2022-07-14 | |
| 2020-03-31 | $7,605 | 1,025 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||