Arkadios Wealth Advisors
Position in ARI — Apollo Commercial Real Estate Finance, Inc.
CIK 1800798
ATLANTA, GA
Position in ARI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$201,274
+$88,359 QoQ
Shares Held
18,846
+85.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#149
of 281 holders
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARI Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Arkadios Wealth Advisors holds $2,732,530 across 7 REIT - Mortgage names. ARI ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
86,499 | $942,839 | |
| 2 | NLY |
Annaly Capital Management Inc
|
34,187 | $764,421 | |
| 3 | FBRT |
Franklin BSP Realty Trust, Inc.
|
44,491 | $362,156 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
16,091 | $272,742 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
This page
|
18,846 | $201,274 | |
| 6 | MFA |
Mfa Financial, Inc.
|
10,652 | $103,217 | |
| 7 | BRSP |
BrightSpire Capital, Inc.
|
15,758 | $85,881 |
All Filings in ARI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,274 | 18,846 | Shares | Sole | 2026-08-10 | |
| 2024-03-31 | $112,915 | 10,136 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $123,422 | 10,513 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $127,040 | 12,541 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $139,349 | 12,310 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $111,971 | 12,027 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $158,785 | 14,757 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $120,109 | 14,471 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $141,566 | 13,560 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||