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Q1 '26Q4 '25Q3 '25Q2 '25Q1 '25
Percentage Of Portfolio by Geography
DE7.5%0.4%8.2%+7.8pp
IT2.2%0.1%2.3%+2.2pp
Mid Atlantic1.8%+1.5pp0.3%+0.2pp0.1%0%-1.4pp1.4%
NL0.3%0.1%0.2%+0.1pp
Northeast3.4%+3.3pp0.1%0.0pp0.1%-2.7pp2.8%+2.3pp0.5%0.0pp
Other Geographic Locations0.4%0.1%1.2%+1.1pp
SE2.9%0.2%3.2%
Southwest5.1%+4.0pp1.1%-0.7pp1.8%0%-1.4pp1.4%+1.0pp

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Questions, answered.

How does Apollo Commercial Real Estate Finance break its business down?
Apollo Commercial Real Estate Finance (ARI) reports percentage of portfolio by geography across 8 parts — DE, IT, Mid Atlantic, NL and Northeast. Each is extracted from the segment footnotes and tracked over time.
Where does Apollo Commercial Real Estate Finance's segment data come from?
Segment breakdowns are pulled from the segment footnotes in Apollo Commercial Real Estate Finance's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.