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Vanguard Portfolio Management LLC filed an amended Schedule 13G reporting its beneficial ownership of Apollo Commercial Real Estate Finance Inc common stock. Vanguard reports beneficial ownership of 6,144,982 shares, representing 4.69% of the outstanding common stock.
Vanguard has sole voting power over 56,281 shares and sole dispositive power over 6,144,982 shares, with no shared voting or dispositive power. The filing explains that these holdings reflect securities beneficially owned or deemed to be beneficially owned by Vanguard Portfolio Management LLC and certain affiliates, including Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, across Vanguard funds and managed accounts.
The ownership is reported as 5 percent or less of the class, and Vanguard notes that while various clients and funds have the right to receive dividends or sale proceeds, no single other person has an interest in more than 5% of the class through these securities.
Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander report beneficial ownership of Apollo Commercial Real Estate Finance, Inc. common stock. They disclose beneficial ownership of 6,744,918 shares of common stock, representing 5.3% of the class.
For each reporting person, the filing states 0 shares with sole voting and dispositive power and 6,744,918 shares with shared voting and shared dispositive power. The securities are held by entities subject to voting control and investment discretion by Millennium Management LLC and/or other investment managers controlled by Millennium Group Management LLC and Mr. Englander, while expressly stating that this should not be construed as an admission of beneficial ownership.
Newtyn Management, LLC and Newtyn TE Partners, LP report significant ownership stakes in Apollo Commercial Real Estate Finance, Inc. common stock. As of July 23, 2026, Newtyn Management, as investment manager to Newtyn TE Partners and Newtyn Partners, LP, may be deemed to beneficially own 10,311,147 shares of common stock, representing 7.9% of the class, with sole voting and dispositive power over these shares. Newtyn TE Partners directly holds 6,619,757 shares, representing 5.1% of the class, also with sole voting and dispositive power. Beneficial ownership percentages are based on 130,947,251 shares of common stock outstanding as of May 18, 2026, as reported by the issuer.
Apollo Commercial Real Estate Finance, Inc., a Maryland REIT, completed the sale of its approximately $9 billion commercial real estate loan portfolio to Athene Holding Ltd. for cash, using proceeds to repay secured credit facilities, a private securitization and about $1.4 billion of other indebtedness and expenses. Immediately afterward, the balance sheet consisted mainly of $1.3 billion cash, $0.9 billion real estate owned and $0.4 billion debt, for book value per share of $12.15.
Following a strategic review, the board unanimously approved a Plan of Complete Liquidation and Dissolution, subject to stockholder approval. The plan authorizes sale or transfer of remaining REO assets, payment or reserving for liabilities, possible use of a non‑transferable Liquidating Trust, and distribution of net proceeds in one or more liquidating distributions. An initial cash distribution is anticipated within about 30 days after approval in the range of $3.70–$4.00 per share, alongside a separate previously declared $3.75 dividend.
Management estimates total liquidating distributions of $7.75–$8.50 per share, excluding that dividend, and total book value returned of $11.50–$12.25 per share by the first half of 2028, though amounts and timing depend on asset sale prices, taxes, reserves and contingent claims. The company expects to delist and deregister its common stock in connection with the wind‑down and may form a Liquidating Trust managed by an Apollo affiliate for a 0.50% annual fee on net assets in liquidation. Stockholders will also vote on an advisory executive compensation proposal and an adjournment proposal, which the board unanimously recommends supporting.
Apollo Commercial Real Estate Finance, Inc. held its Annual Meeting of Stockholders on July 9, 2026, with 107,005,450 common shares represented, about 81.7% of shares entitled to vote. Stockholders elected eight directors for terms expiring in 2027, with support levels generally exceeding 80 million votes for each nominee. They also ratified Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026, by 106,073,804 votes for versus 515,400 against. On an advisory basis, stockholders approved executive compensation with 80,938,314 votes for, 2,718,117 against, 929,854 abstentions, and 22,419,165 broker non-votes.
Apollo Commercial Real Estate Finance, Inc. ownership update: BlackRock, Inc. reports beneficial ownership of 11,616,706 shares, representing 8.9% of the common stock, with 11,343,863 shares of sole voting power. This filing is Amendment No. 4 and reflects holdings by certain Reporting Business Units.
Apollo Commercial Real Estate Finance, Inc. (ARI) announced that its board declared a $3.75 per share common stock dividend, payable on July 15, 2026 to stockholders of record on June 30, 2026. This payment will be predominately treated as a return of capital.
The board also concluded, after reviewing strategic alternatives, that a plan of complete liquidation and dissolution of ARI, including selling remaining assets and winding down the business, is advisable and in the best interest of the company and its stockholders, subject to stockholder approval. ARI plans to file a preliminary proxy statement outlining the dissolution plan, and the board retains discretion to amend, terminate or pursue other strategic options such as a merger or business combination.
Apollo Commercial Real Estate Finance, Inc. is asking stockholders to vote at its virtual 2026 annual meeting on July 9, 2026. Stockholders will elect eight directors, ratify Deloitte & Touche LLP as independent auditor for 2026, and approve on an advisory basis the compensation of named executive officers.
The record date is May 18, 2026, and there were 130,947,251 shares of common stock outstanding on that date, each entitled to one vote. The board recommends voting FOR all director nominees, FOR auditor ratification, and FOR the advisory say‑on‑pay proposal.
Apollo Commercial Real Estate Finance director Carmencita N.M. Whonder sold 4,574 shares of common stock in an open-market transaction. The shares were sold on May 13, 2026 at a weighted average price of $10.9299 per share, with individual trade prices ranging from $10.92 to $10.95. Following this sale, she directly holds 24,799 Apollo Commercial Real Estate Finance common shares.