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ACR

ACRES Commercial Realty

30 hedge funds and large institutions have $14.9M invested in ACRES Commercial Realty in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

11% more funds holding

Funds holding: 2730 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.29% less ownership

Funds ownership: 21.5%21.21% (-0.29%)

8% less capital invested

Capital invested by funds: $16.3M → $14.9M (-$1.38M)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
6
Reduced
10
Closed
2
Calls
$125K
Puts
Net Calls
+$125K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$5.9M -$317K -36,835 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.02M +$19.2K +2,233 +0.6%
Barclays
3
Barclays
United Kingdom
$1.02M +$12.2K +1,416 +1%
BlackRock
4
BlackRock
New York
$808K -$8.05K -936 -1%
LC
5
Lindbrook Capital
California
$757K
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$733K
BSP
7
Benefit Street Partners
New York
$632K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$556K +$5.86K +681 +1%
State Street
9
State Street
Massachusetts
$276K
Osaic Holdings
10
Osaic Holdings
Arizona
$246K -$4.67K -543 -2%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$203K +$9.68K +1,125 +5%
Northern Trust
12
Northern Trust
Illinois
$186K -$6.87K -798 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$114K +$86 +10 +0.1%
P
14
&Partners
Tennessee
$98.3K -$27.3K -3,173 -21%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$95.8K -$12.6K -1,466 -11%
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$87.4K -$13.1K -1,522 -13%
SVWAG
17
Sound View Wealth Advisors Group
Georgia
$83K +$86K +10,000 New
Citadel Advisors
18
Citadel Advisors
Florida
$65.8K +$68.2K +7,927 New
Nisa Investment Advisors
19
Nisa Investment Advisors
Missouri
$23.3K
TRCT
20
Tower Research Capital (TRC)
New York
$11.2K -$2.51K -292 -18%
Morgan Stanley
21
Morgan Stanley
New York
$10.6K -$1.81K -211 -14%
Simplex Trading
22
Simplex Trading
Illinois
$7K -$8.1K -941 -51%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$3.25K
EARNEST Partners
24
EARNEST Partners
Georgia
$1.1K
Fidelity Investments
25
Fidelity Investments
Massachusetts
$999

ACR Hedge Fund Activity: Q3 2023 in Review

30 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ACRES Commercial Realty (ACR) for Q3 2023, worth a combined $14.9M — down 8.4% from $16.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ACR positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 10 trimmed.

The largest buyer was Sound View Wealth Advisors Group, opening a new position worth an estimated $86K. The largest seller was Punch & Associates Investment Management, cutting an estimated $317K.

  • 30 institutional investors held ACRES Commercial Realty (ACR) as of Q3 2023, up from 27 in Q2 2023.
  • Funds reported $14.9M of ACRES Commercial Realty stock for Q3 2023, down 8.4% quarter-over-quarter.
  • 5 funds opened new ACRES Commercial Realty positions in Q3 2023 and 2 closed out, a net change of +3 holders.
  • The largest ACRES Commercial Realty buyer in Q3 2023 was Sound View Wealth Advisors Group, an estimated $86K added.
  • The largest ACRES Commercial Realty seller in Q3 2023 was Punch & Associates Investment Management, an estimated $317K sold.

Based on aggregated 13F filings for Q3 2023.