Apollo Commercial Real Estate Finance, Inc.
US ˙ NYSE ˙ US03762U1051

SecurityARI / Apollo Commercial Real Estate Finance, Inc.
InstitutionBarclays Plc
Latest Disclosed Ownership217,800 shares
Latest Disclosed Value $ 2,108,305
Barclays Plc reports 59.46% decrease in ownership of ARI / Apollo Commercial Real Estate Finance, Inc.

On February 13, 2026 - Barclays Plc filed a 13F-HR form disclosing ownership of 217,800 shares of Apollo Commercial Real Estate Finance, Inc. (US:ARI) valued at $2,108,304 USD as of December 31, 2025. The entity filed a previous 13F-HR/A on March 31, 2026 disclosing 537,292 shares of Apollo Commercial Real Estate Finance, Inc.. This represents a change in shares of -59.46% during the quarter. The current value of the position is $2,371,842 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 217,800 -319,492 -59.46 2,108 -61.26 0.0005
2026-03-31 2025-09-30 13F/A-3 APOLLO COML REAL EST FIN TRUS 03762U105 537,292 162,993 43.55 5,443 50.21 0.0012
2026-03-19 2025-09-30 13F/A-2 APOLLO COML REAL EST FIN TRUS 03762U105 329,462 -44,837 3,028 0.0008
2025-11-12 2025-09-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 537,292 162,993 5,443 0.0012
2026-02-27 2025-06-30 13F/A-2 APOLLO COML REAL EST FIN TRUS 03762U105 374,299 53,269 16.59 3,623 17.94 0.0008
2025-08-14 2025-06-30 13F/A-1 APOLLO COML REAL EST FIN TRUS 03762U105 374,299 53,269 4 0.0008
2025-08-13 2025-06-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 374,299 53,269 4 0.0003
2026-03-17 2025-03-31 13F/A-1 APOLLO COML REAL EST FIN TRUS 03762U105 321,030 -98,578 -23.49 3,072 -15.44 0.0009
2025-05-15 2025-03-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 321,030 -98,578 3 0.0009
2026-03-19 2024-12-31 13F/A-1 APOLLO COML REAL EST FIN TRUS 03762U105 419,608 90,146 27.36 3,634 20.02 0.0010
2025-02-13 2024-12-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 419,608 90,146 4 0.0010
2026-03-31 2024-09-30 13F/A-2 APOLLO COML REAL EST FIN TRUS 03762U105 329,462 130,892 65.92 3,028 55.71 0.0008
2024-11-19 2024-09-30 13F/A-1 APOLLO COML REAL EST FIN TRUS 03762U105 329,462 130,892 3 0.0008
2024-11-15 2024-09-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 329,462 130,892 3 0.0002
2026-03-23 2024-06-30 13F/A-1 APOLLO COML REAL EST FIN TRUS 03762U105 198,570 72,565 57.59 1,944 38.56 0.0006
2024-08-14 2024-06-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 198,570 72,565 2 0.0006
2026-03-24 2024-03-31 13F/A-1 APOLLO COML REAL EST FIN TRUS 03762U105 126,005 -164,469 -56.62 1,404 -58.86 0.0005
2024-05-15 2024-03-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 126,005 -164,469 1 0.0005
2026-03-25 2023-12-31 13F/A-1 APOLLO COML REAL EST FIN TRUS 03762U105 290,474 154,284 113.29 3,410 147.28 0.0013
2024-02-15 2023-12-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 290,474 154,284 3 0.0013
2026-03-26 2023-09-30 13F/A-1 APOLLO COML REAL EST FIN TRUS 03762U105 136,190 49,124 56.42 1,380 40.00 0.0009
2023-11-07 2023-09-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 136,190 49,124 1 0.0009
2026-03-30 2023-06-30 13F/A-2 APOLLO COML REAL EST FIN TRUS 03762U105 87,066 5,574 6.84 986 29.95 0.0006
2023-09-20 2023-06-30 13F/A-1 APOLLO COML REAL EST FIN TRUS 03762U105 87,066 5,574 1 0.0006
2023-08-03 2023-06-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 87,066 5,574 1 0.0006
2026-03-30 2023-03-31 13F/A-1 APOLLO COML REAL EST FIN TRUS 03762U105 81,492 15,884 24.21 759 7.52 0.0003
2023-05-04 2023-03-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 81,492 15,884 1 0.0003
2026-03-30 2022-12-31 13F/A-1 APOLLO COML REAL EST FIN TRUS 03762U105 65,608 28,025 74.57 706 125.24 0.0003
2023-02-13 2022-12-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 65,608 28,025 1 0.0003
2022-11-03 2022-09-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 37,583 -4,001 -9.62 313 -27.88 0.0003
2022-08-12 2022-06-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 41,584 -65,446 -61.15 434 -70.89 0.0003
2022-05-16 2022-03-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 107,030 -94,149 -46.80 1,491 -43.69 0.0012
2022-02-23 2021-12-31 13F/A-1 APOLLO COML REAL EST FIN TRUS 03762U105 201,179 72,258 56.05 2,648 38.49 0.0010
2022-02-14 2021-12-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 201,179 72,258 2,648 0.0003
2021-11-09 2021-09-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 128,921 53,834 71.70 1,912 59.73 0.0009
2021-08-13 2021-06-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 75,087 -102,376 -57.69 1,197 -51.73 0.0006
2021-05-13 2021-03-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 177,463 30,184 20.49 2,480 50.76 0.0013
2021-02-11 2020-12-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 147,279 -23,777 -13.90 1,645 6.75 0.0009
2020-11-12 2020-09-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 171,056 32,066 23.07 1,541 13.06 0.0009
2020-08-12 2020-06-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 138,990 16,435 13.41 1,363 49.94 0.0011
2020-05-13 2020-03-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 122,555 -113,709 -48.13 909 -78.96 0.0007
2020-02-10 2019-12-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 236,264 63,335 36.62 4,321 30.39 0.0024
2019-11-15 2019-09-30 13F/A-1 APOLLO COML REAL EST FIN TRUS 03762U105 172,929 -15,401 -8.18 3,314 -4.30 0.0021
2019-11-14 2019-09-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 172,929 -15,401 3,314 766.2005
2019-08-14 2019-06-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 188,330 62,001 49.08 3,463 50.57 0.0021
2019-05-15 2019-03-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 126,329 -60,030 -32.21 2,300 -25.95 0.0016
2019-02-14 2018-12-31 13F APOLLO COML REAL EST FIN COM 03762U105 186,359 25,596 15.92 3,106 2.37 0.0024
2018-11-14 2018-09-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 160,763 27,755 20.87 3,034 24.80 0.0021
2018-08-14 2018-06-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 133,008 7,550 6.02 2,431 7.80 0.0021
2018-05-15 2018-03-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 125,458 -640,570 -83.62 2,255 -84.05 0.0017
2018-02-14 2017-12-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 766,028 -438,841 -36.42 14,134 -35.23 0.0115
2017-11-14 2017-09-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 1,204,869 853,594 243.00 21,821 234.83 0.0225
2017-08-14 2017-06-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 351,275 235,464 203.32 6,517 199.08 0.0070
2017-05-15 2017-03-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 115,811 114,568 9,217.06 2,179 10,795.00 0.0024
2017-02-14 2016-12-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 1,243 -372,451 -99.67 20 -99.67 0.0000
2016-11-14 2016-09-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 373,694 220,625 144.13 6,117 148.66 0.0068
2016-08-12 2016-06-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 153,069 152,823 62,123.17 2,460 61,400.00 0.0032
2016-05-16 2016-03-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 246 -509 -67.42 4 -69.23 0.0000
2016-02-12 2015-12-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 755 -549 -42.10 13 -35.00 0.0000
2015-11-13 2015-09-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 1,304 -551 -29.70 20 -33.33 0.0000
2015-08-14 2015-06-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 1,855 -432 -18.89 30 -23.08 0.0000
2015-05-19 2015-03-31 13F/A-1 APOLLO COML REAL EST FIN TRUS 03762U105 2,287 -1,469 -39.11 39 -35.00 0.0000
2015-05-14 2015-03-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 2,287 39
2015-02-13 2014-12-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 3,756 -198,956 -98.15 60 -98.03 0.0001
2014-11-14 2014-09-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 202,712 908 0.45 3,041 -5.82 0.0029
2014-08-14 2014-06-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 201,804 -787 -0.39 3,229 -0.37 0.0034
2014-05-15 2014-03-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 202,591 185,724 1,101.11 3,241 1,100.37 0.0037
2014-02-13 2013-12-31 13F APOLLO COML REAL EST FIN TRUS 03762U105 16,867 13,362 381.23 270 409.43 0.0003
2013-11-14 2013-09-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 3,505 -11,146 -76.08 53 -77.25 0.0001
2013-08-14 2013-06-30 13F APOLLO COML REAL EST FIN TRUS 03762U105 14,651 14,651 233 0.0003
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.