Geopolitics Alpha

3 US Mortgage REIT Stocks For Investors Watching MBS Yield Pressure

Published . Updated .

3 US Mortgage REIT Stocks For Investors Watching MBS Yield Pressure Simply Wall Street

Directly affected

  • No company is named in this report.

Indirectly affected

  • ARI APOLLO COML REAL ESTATE FIN COM

    GA selected ARI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • KREF KKR REAL ESTATE FIN TR INC COM

    GA selected KREF as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • REFI CHICAGO ATLANTIC REAL ESTATE F COM

    GA selected REFI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ACRE ARES COML REAL ESTATE CORP

    GA selected ACRE as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AOMR ANGEL OAK MORTGAGE REIT INC COM

    GA selected AOMR as a RELATED security because its canonical security name directly matches this event's themes: mortgage, reit. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • FREL FIDELITY COVINGTON TR MSCI REAL ESTATE

    GA selected FREL as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ARI-0.79%-0.95%—+2.06%+0.16%+1.75%+1.27%
KREF———————
REFI———————
ACRE+5.04%+2.52%—-0.56%-1.96%+0.28%-3.36%
AOMR+3.06%+1.32%—-0.97%-2.23%+0.70%+0.42%
FREL-1.52%-2.09%—-0.22%-1.07%+0.14%+0.52%

3 US Mortgage REIT Stocks For Investors Watching MBS Yield Pressure Simply Wall Street

Source: Simply Wall Street

How far Apollo Commercial Real Estate Finance (ARI) has moved since 13 Oct 2026

Since the first closing price after “3 US Mortgage REIT Stocks For Investors Watching MBS Yield Pressure,” Apollo Commercial Real Estate Finance (ARI) is +0.16%. The S&P 500 fund (SPY) is -0.40% over the same days, a +0.55% difference versus the market.

CompanyWhenMoveStatus
Ares Commercial Real Estate (ACRE)that day-0.56%final price
Ares Commercial Real Estate (ACRE)the next day-1.96%final price
Ares Commercial Real Estate (ACRE)two days later+0.28%final price
Ares Commercial Real Estate (ACRE)three days later-3.36%final price
Ares Commercial Real Estate (ACRE)three days earlier+2.52%final price
Ares Commercial Real Estate (ACRE)five days earlier+5.04%final price
Angel Oak Mortgage REIT (AOMR)that day-0.97%final price
Angel Oak Mortgage REIT (AOMR)the next day-2.23%final price
Angel Oak Mortgage REIT (AOMR)two days later+0.70%final price
Angel Oak Mortgage REIT (AOMR)three days later+0.42%final price
Angel Oak Mortgage REIT (AOMR)three days earlier+1.32%final price
Angel Oak Mortgage REIT (AOMR)five days earlier+3.06%final price
Apollo Commercial Real Estate Finance (ARI)that day+2.06%final price
Apollo Commercial Real Estate Finance (ARI)the next day+0.16%final price
Apollo Commercial Real Estate Finance (ARI)two days later+1.75%final price
Apollo Commercial Real Estate Finance (ARI)three days later+1.27%final price
Apollo Commercial Real Estate Finance (ARI)three days earlier-0.95%final price
Apollo Commercial Real Estate Finance (ARI)five days earlier-0.79%final price
Fidelity Covington Tr Msci Real Estate (FREL)that day-0.22%final price
Fidelity Covington Tr Msci Real Estate (FREL)the next day-1.07%final price
Fidelity Covington Tr Msci Real Estate (FREL)two days later+0.14%final price
Fidelity Covington Tr Msci Real Estate (FREL)three days later+0.52%final price
Fidelity Covington Tr Msci Real Estate (FREL)three days earlier-2.09%final price
Fidelity Covington Tr Msci Real Estate (FREL)five days earlier-1.52%final price
GLDthat day-0.14%final price
GLDthe next day-1.62%final price
GLDtwo days later+0.13%final price
GLDthree days later-0.03%final price
GLDthree days earlier-0.93%final price
GLDfive days earlier+0.03%final price
ARI
SPY

Who gains and who loses around Apollo Commercial Real Estate Finance (ARI)

Companies carried with this story

  • ARI Apollo Commercial Real Estate Finance

    Apollo Commercial Real Estate Finance (ARI) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “3 US Mortgage REIT Stocks For Investors Watching MBS Yield Pressure.” Reason on file: GA selected ARI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • KREF KKR Real Estate Finance Trust

    In “3 US Mortgage REIT Stocks For Investors Watching MBS Yield Pressure,” KKR Real Estate Finance Trust (KREF) is linked, with no stored direction, medium confidence. Reason on file: GA selected KREF as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • REFI Chicago Atlantic Real Estate Finance

    For “3 US Mortgage REIT Stocks For Investors Watching MBS Yield Pressure,” Chicago Atlantic Real Estate Finance (REFI) is linked, with no stored direction, medium confidence. Reason on file: GA selected REFI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ACRE Ares Commercial Real Estate

    For “3 US Mortgage REIT Stocks For Investors Watching MBS Yield Pressure,” Ares Commercial Real Estate (ACRE) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACRE as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AOMR Angel Oak Mortgage REIT

    Angel Oak Mortgage REIT (AOMR) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “3 US Mortgage REIT Stocks For Investors Watching MBS Yield Pressure.” Reason on file: GA selected AOMR as a RELATED security because its canonical security name directly matches this event's themes: mortgage, reit. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • FREL Fidelity Covington Tr Msci Real Estate

    Fidelity Covington Tr Msci Real Estate (FREL) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “3 US Mortgage REIT Stocks For Investors Watching MBS Yield Pressure.” Reason on file: GA selected FREL as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Apollo Commercial Real Estate Finance (ARI)

On 13 Oct 2026, “3 US Mortgage REIT Stocks For Investors Watching MBS Yield Pressure” is the story that connects Apollo Commercial Real Estate Finance (ARI) to this story.

What ties Apollo Commercial Real Estate Finance (ARI) to the headline is this: GA selected ARI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

KKR Real Estate Finance Trust (KREF) is here too. Its reason reads: GA selected KREF as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Apollo Commercial Real Estate Finance (ARI)

ARI traded between 6.12 and 6.50 across 20 sessions. The latest close on file is 6.33. KREF traded between 5.51 and 6.85 across 20 sessions. The latest close on file is 5.69. REFI traded between 8.77 and 10.93 across 20 sessions. The latest close on file is 8.78.

What the saved facts support for Apollo Commercial Real Estate Finance (ARI)

46 out of 100

“3 US Mortgage REIT Stocks For Investors Watching MBS Yield Pressure” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.