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Apollo Commercial Real Estate Finance, Inc.

ARI Real Estate
$10.55 $-0.01 (-0.09%)
Market Cap: $1.47 B
Gurus Holding
3
Popularity Rank
#2719
% of Shares Held
1.10%
Net Activity (Q4 2025)
+$2.62 M

Guru Ownership Trend

Guru Analysis for Apollo Commercial Real Estate Finance, Inc. (ARI)

Apollo Commercial Real Estate Finance, Inc. (ARI), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q4 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $16.18 M.

Top institutional holders include HOTCHKIS & WILEY and Paul Tudor Jones.

Institutional sentiment is currently Bullish. This is evidenced by a $2.62 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 80.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$2.95 M
Total Buy Value
New Buys 0
Additions 2
-$329,630
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
2

FAQs for Apollo Commercial Real Estate Finance, Inc. (ARI)

Major holders include HOTCHKIS & WILEY ($6.15 M), Paul Tudor Jones ($5.66 M), Cliff Asness ($3.03 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 1.53 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $2.62 M, with 2 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited ARI. The total reported sell value was $329,630.

Yes, 0 managers opened new positions in ARI, and 2 increased their existing holdings. The total reported buy value was $2.95 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% 635,462 $6.15 M Q4 2025
0.01% Add 80.4% 584,800 $5.66 M Q4 2025
0.00% Add 16.2% 313,475 $3.03 M Q4 2025
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