SCHEDULE: Newtyn Management Discloses Stake in Apollo CRE Finance

Newtyn Management, LLC and Newtyn TE Partners, LP have reported beneficial ownership of over 7.9% and 5.1% respectively in Apollo Commercial Real Estate Finance, Inc.

Summary

• Newtyn Management, LLC and Newtyn TE Partners, LP have filed a Schedule 13G, indicating their beneficial ownership of Apollo Commercial Real Estate Finance, Inc. common stock.
• As of July 23, 2026, Newtyn Management, LLC, acting as the investment manager, may be deemed to beneficially own a total of 10,311,147 shares.
• This aggregate holding represents approximately 7.9% of the Issuer's outstanding common stock.
• Newtyn TE Partners, LP directly holds 6,619,757 shares, representing approximately 5.1% of the outstanding common stock.
• Newtyn Partners, LP holds an additional 3,691,390 shares, which contributes to the aggregate beneficial ownership reported by Newtyn Management, LLC.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it primarily reports on beneficial ownership without providing new financial performance data or strategic outlook.

Positives

• Newtyn Management, LLC and Newtyn TE Partners, LP have established a significant beneficial ownership stake in Apollo Commercial Real Estate Finance, Inc.
• The reporting persons hold substantial voting and dispositive power over their respective shareholdings.

Future Outlook

This filing does not contain forward-looking statements or guidance.

Industry Context

StockSavvy.ai notes that this Schedule 13G filing by Newtyn Management, LLC and its affiliates signifies a notable increase in their stake in Apollo Commercial Real Estate Finance, Inc. Such filings often precede or coincide with strategic shifts or increased investor engagement within the commercial real estate finance sector.

Stakeholder Impact

• Shareholders may see increased investor interest and potential for future strategic actions by Newtyn Management, LLC.
• The increased stake by Newtyn Management could influence future corporate governance decisions or strategic direction of Apollo Commercial Real Estate Finance, Inc.

Key Dates

Keywords

Apollo Commercial Real Estate Finance, Newtyn Management, Newtyn TE Partners, Schedule 13G, Beneficial Ownership, Real Estate Investment Trust, CRE Finance, Investment Management