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

SecurityARI / Apollo Commercial Real Estate Finance, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership63,448 shares
Latest Disclosed Value $ 670,015
Stifel Financial Corp reports 0.27% increase in ownership of ARI / Apollo Commercial Real Estate Finance, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 63,448 shares of Apollo Commercial Real Estate Finance, Inc. (US:ARI) valued at $670,011 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 63,278 shares of Apollo Commercial Real Estate Finance, Inc.. This represents a change in shares of 0.27% during the quarter. The current value of the position is $692,852 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)
2026-05-12 2026-03-31 13F APOLLO COML REAL ESTATE FIN COM 03762U105 63,448 170 0.27 670 9.48 0.0001
2026-02-13 2025-12-31 13F APOLLO COML REAL EST FIN COM 03762U105 63,278 4,703 8.03 613 3.20 0.0006
2025-11-12 2025-09-30 13F APOLLO COML REAL EST FIN COM 03762U105 58,575 5,745 10.87 593 16.05 0.0005
2025-08-14 2025-06-30 13F APOLLO COML REAL EST FIN COM 03762U105 52,830 3,227 6.51 511 7.81 0.0005
2025-05-14 2025-03-31 13F APOLLO COML REAL EST FIN COM 03762U105 49,603 580 1.18 475 11.79 0.0005
2025-02-13 2024-12-31 13F APOLLO COML REAL EST FIN COM 03762U105 49,023 35,021 250.11 425 231.25 0.0004
2024-11-14 2024-09-30 13F APOLLO COML REAL EST FIN COM 03762U105 14,002 29 0.21 129 -5.88 0.0001
2024-08-13 2024-06-30 13F APOLLO COML REAL EST FIN COM 03762U105 13,973 -18,973 -57.59 137 -62.94 0.0002
2024-05-14 2024-03-31 13F APOLLO COML REAL EST FIN COM 03762U105 32,946 -15,618 -32.16 367 -35.61 0.0004
2024-02-12 2023-12-31 13F APOLLO COML REAL EST FIN COM 03762U105 48,564 5,929 13.91 570 32.25 0.0007
2023-11-13 2023-09-30 13F APOLLO COML REAL EST FIN COM 03762U105 42,635 -912 -2.09 432 -12.40 0.0006
2023-08-14 2023-06-30 13F APOLLO COML REAL EST FIN COM 03762U105 43,547 32,740 302.95 493 392.00 0.0007
2023-05-12 2023-03-31 13F APOLLO COML REAL EST FIN COM 03762U105 10,807 -230 -2.08 101 -15.25 0.0001
2023-02-13 2022-12-31 13F APOLLO COML REAL EST FIN COM 03762U105 11,037 -61,087 -84.70 119 -80.30 0.0002
2022-11-14 2022-09-30 13F APOLLO COML REAL EST FIN COM 03762U105 72,124 -1,965 -2.65 599 -22.51 0.0010
2022-08-15 2022-06-30 13F APOLLO COML REAL EST FIN COM 03762U105 74,089 955 1.31 773 -24.14 0.0012
2022-05-13 2022-03-31 13F APOLLO COML REAL EST FIN COM 03762U105 73,134 1,160 1.61 1,019 7.60 0.0014
2022-02-14 2021-12-31 13F APOLLO COML REAL EST FIN COM 03762U105 71,974 14,571 25.38 947 11.28 0.0013
2021-11-15 2021-09-30 13F APOLLO COML REAL EST FIN COM 03762U105 57,403 1,870 3.37 851 -3.95 0.0012
2021-08-13 2021-06-30 13F APOLLO COML REAL EST FIN COM 03762U105 55,533 1,163 2.14 886 16.58 0.0013
2021-05-14 2021-03-31 13F APOLLO COML REAL EST FIN COM 03762U105 54,370 10,808 24.81 760 56.06 0.0013
2021-02-12 2020-12-31 13F APOLLO COML REAL EST FIN COM 03762U105 43,562 -13,005 -22.99 487 -4.32 0.0009
2020-11-16 2020-09-30 13F APOLLO COML REAL EST FIN COM 03762U105 56,567 4,707 9.08 509 0.00 0.0010
2020-08-14 2020-06-30 13F APOLLO COML REAL EST FIN COM 03762U105 51,860 912 1.79 509 37.20 0.0012
2020-05-14 2020-03-31 13F APOLLO COML REAL EST FIN COM 03762U105 50,948 -16,810 -24.81 371 -69.96 0.0010
2020-02-13 2019-12-31 13F APOLLO COML REAL EST FIN COM 03762U105 67,758 2,820 4.34 1,235 -1.75 0.0026
2019-11-19 2019-09-30 13F/A-1 APOLLO COML REAL EST FIN COM 03762U105 64,938 6,775 11.65 1,257 16.71 0.0032
2019-11-13 2019-09-30 13F APOLLO COML REAL EST FIN COM 03762U105 64,938 6,775 1,257 704.6115
2019-08-14 2019-06-30 13F APOLLO COML REAL EST FIN COM 03762U105 58,163 -4,748 -7.55 1,077 -5.86 0.0028
2019-05-14 2019-03-31 13F APOLLO COML REAL EST FIN COM 03762U105 62,911 7,824 14.20 1,144 25.03 0.0032
2019-02-13 2018-12-31 13F APOLLO COML REAL EST FIN COM 03762U105 55,087 5,875 11.94 915 -1.40 0.0030
2018-11-13 2018-09-30 13F APOLLO COML REAL EST FIN COM 03762U105 49,212 655 1.35 928 4.98 0.0027
2018-08-14 2018-06-30 13F APOLLO COML REAL EST FIN COM 03762U105 48,557 1,253 2.65 884 3.88 0.0027
2018-05-11 2018-03-31 13F APOLLO COML REAL EST FIN COM 03762U105 47,304 854 1.84 851 -0.93 0.0027
2018-02-14 2017-12-31 13F APOLLO COML REAL EST FIN COM 03762U105 46,450 -2,484 -5.08 859 -2.50 0.0027
2017-11-13 2017-09-30 13F APOLLO COML REAL EST FIN COM 03762U105 48,934 -279,286 -85.09 881 -85.46 0.0031
2017-08-14 2017-06-30 13F APOLLO COML REAL EST FIN COM 03762U105 328,220 -8,926 -2.65 6,060 -4.27 0.0225
2017-05-10 2017-03-31 13F APOLLO COML REAL EST FIN COM 03762U105 337,146 302,655 877.49 6,330 998.96 0.0245
2017-02-16 2016-12-31 13F APOLLO COML REAL EST FIN COM 03762U105 34,491 -857 -2.42 576 -0.35 0.0024
2016-11-15 2016-09-30 13F APOLLO COML REAL EST FIN COM 03762U105 35,348 1,483 4.38 578 6.06 0.0026
2016-08-17 2016-06-30 13F APOLLO COML REAL EST FIN COM 03762U105 33,865 -410 -1.20 545 -2.50 0.0025
2016-05-16 2016-03-31 13F APOLLO COML REAL EST FIN COM 03762U105 34,275 645 1.92 559 -3.45 0.0030
2016-03-21 2015-12-31 13F/A-2 APOLLO COML REAL EST FIN COM 03762U105 33,630 1,270 3.92 579 13.75 0.0030
2016-02-26 2015-12-31 13F/A-1 APOLLO COML REAL EST FIN COM 03762U105 33,630 0 579 0.0030
2016-02-16 2015-12-31 13F APOLLO COML REAL EST FIN COM 03762U105 33,630 579
2015-11-16 2015-09-30 13F APOLLO COML REAL EST FIN COM 03762U105 32,360 -903 -2.71 509 -6.95 0.0029
2015-08-17 2015-06-30 13F/A-1 APOLLO COML REAL EST FIN COM 03762U105 33,263 2,926 9.64 547 4.99 0.0028
2015-08-17 2015-06-30 13F APOLLO COML REAL EST FIN COM 03762U105 33,263 547
2015-05-14 2015-03-31 13F APOLLO COML REAL EST FIN COM 03762U105 30,337 510 1.71 521 6.76 0.0029
2015-02-13 2014-12-31 13F APOLLO COML REAL EST FIN COM 03762U105 29,827 -190 -0.63 488 3.39 0.0027
2014-11-13 2014-09-30 13F APOLLO COML REAL EST FIN COM 03762U105 30,017 -4,001 -11.76 472 -15.86 0.0041
2014-08-14 2014-06-30 13F APOLLO COML REAL EST FIN COM 03762U105 34,018 3,709 12.24 561 11.31 0.0050
2014-05-15 2014-03-31 13F APOLLO COML REAL EST FIN COM 03762U105 30,309 30,309 504 0.0048
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.