Apollo Commercial Real Estate Finance Mortgage loans increased by 1.2% to $8.88B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 15.5%, from $7.69B to $8.88B. Over 5 years (FY 2020 to FY 2025), Mortgage loans shows an upward trend with a 6.2% CAGR.
An increase indicates a focus on stable, collateralized income, while a decrease may suggest a shift toward more liquid fixed-income instruments.
This represents the value of mortgage loans held as investment assets, net of any allowances for credit losses. These lo...
Common among insurers seeking long-duration, yield-generating assets.
ins_mortgage_loans| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $7.52B | $7.26B | $7.86B | $8.35B | $8.94B | $8.73B | $8.68B | $8.47B | $8.30B | $7.97B | $8.36B | $7.10B | $7.69B | $8.62B | $8.30B | $8.77B | $8.88B |
| QoQ Change | — | -3.5% | +8.3% | +6.3% | +7.0% | -2.3% | -0.6% | -2.4% | -2.1% | -3.9% | +4.8% | -15.0% | +8.2% | +12.2% | -3.7% | +5.7% | +1.2% |
| YoY Change | — | — | — | — | +18.8% | +20.3% | +10.5% | +1.5% | -7.2% | -8.7% | -3.7% | -15.0% | — | — | — | +23.5% | +15.5% |