Which hedge funds own ARI? APOLLO COML REAL ESTATE FIN, Q2 2026 13F holders
37 tracked hedge funds disclosed a position in ARI (APOLLO COML REAL ESTATE FIN) in their Q2 2026 13F filings, worth $201.5m in total. The largest holder by portfolio weight is One William Street Capital Management, L.P. at 5.0% of its book. 20 opened a new position this quarter: Greenland Capital Management LP, Cannon Global Investment Management, LLC, Schonfeld Strategic Advisors LLC, Black Maple Capital Management LP. 9 exited: LDR Capital Management LLC, North Ground Capital, Troluce Capital Advisors LLC.
- 37
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 20
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 9
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $68.6m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $11.9m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $201m
- Combined value Sum of the holders' reported positions in the security.
- 3.0%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| LDR Capital Management LLC | 1.4% | $1.0m |
| North Ground Capital | 0.3% | $264k |
| Troluce Capital Advisors LLC | 0.1% | $1.1m |
| Davidson Kempner Capital Management LP | 0.04% | $2.3m |
| Landscape Capital Management, L.L.C. | 0.01% | $109k |
| Balyasny Asset Management L.P. | 0.01% | $2.9m |
| Renaissance Technologies LLC | 0.01% | $3.5m |
| Voloridge Investment Management, LLC | 0.0% | $664k |
| Freestone Grove Partners LP | 0.0% | $25.0k |
Ownership over time
Who discovered ARI first? Beta
| Monarch Alternative Capital LP high conviction | Q4 2020 | +1.5 pts |
| No Street GP LP | Q2 2025 | +0.2 pts |
| One William Street Capital Management, L.P. high conviction | Q1 2026 | 0.0 pts |
| NewGen Asset Management Ltd | Q1 2026 | 0.0 pts |
| Luxor Capital Group, LP | Q2 2024 | −0.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.