INDEPENDENT FINANCIAL GROUP, LLC
Position in ARI — Apollo Commercial Real Estate Finance, Inc.
CIK 275484
SAN DIEGO, CA
Position in ARI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$112,140
-$10,884 QoQ
Shares Held
10,500
-9.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#195
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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $27,255,894 across 13 REIT - Mortgage names. ARI ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
326,158 | $5,342,468 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
310,284 | $5,259,313 | |
| 3 | AGNC |
AGNC Investment Corp.
|
412,690 | $4,498,321 | |
| 4 | NREF |
NexPoint Real Estate Finance, Inc.
|
281,010 | $4,355,655 | |
| 5 | NLY |
Annaly Capital Management Inc
|
89,907 | $2,010,320 | |
| 6 | ORC |
Orchid Island Capital, Inc.
|
239,570 | $1,669,802 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
91,539 | $1,597,355 | |
| 8 | RITM |
Rithm Capital Corp.
|
144,702 | $1,358,751 |
All Filings in ARI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,140 | 10,500 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $123,024 | 11,650 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $116,644 | 12,050 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $117,001 | 11,550 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $134,068 | 13,850 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $265,567 | 27,750 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $247,268 | 28,553 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $491,692 | 53,503 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $540,594 | 55,219 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $800,687 | 71,875 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $871,342 | 74,220 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $746,834 | 73,725 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $911,543 | 80,525 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $757,135 | 81,325 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $875,057 | 81,325 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $697,407 | 84,025 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $851,121 | 81,525 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $969,876 | 69,625 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $149,115 | 11,331 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $161,365 | 10,881 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $169,404 | 10,621 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $148,375 | 10,621 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $130,365 | 11,671 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $132,861 | 14,746 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $151,917 | 15,486 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $142,204 | 19,165 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||