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ACRE

Ares Commercial Real Estate

139 hedge funds and large institutions have $150M invested in Ares Commercial Real Estate in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 44

2.85% less ownership

Funds ownership: 44.18%41.33% (-2.8%)

10% less funds holding

Funds holding: 154139 (-15)

17% less capital invested

Capital invested by funds: $182M → $150M (-$31.3M)

36% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 36

74% less call options, than puts

Call options by funds: $559K | Put options by funds: $2.17M

Holders
139
Holders Change
-15
Holders Change %
-9.74%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
58
Reduced
44
Closed
36
Calls
$559K
Puts
$2.17M
Net Calls
-$1.61M
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
51
Greenwich Investment Management
Connecticut
$260K -$1.22M -176,125 -82%
Creative Planning
52
Creative Planning
Kansas
$234K +$243K +35,189 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$228K -$50.5K -7,300 -18%
Cerity Partners
54
Cerity Partners
New York
$224K +$97.1K +14,041 +72%
LNWWM
55
Laird Norton Wetherby Wealth Management
California
$209K +$256 +37 +0.1%
Two Sigma Advisers
56
Two Sigma Advisers
New York
$207K +$60.2K +8,700 +39%
SEI Investments
57
SEI Investments
Pennsylvania
$205K +$73.3K +10,600 +52%
RJA
58
Raymond James & Associates
Florida
$204K -$14.2K -2,051 -6%
MIM
59
MetLife Investment Management
New Jersey
$201K +$24K +3,476 +13%
TCM
60
Triumph Capital Management
Colorado
$194K +$54.8K +7,916 +39%
CF
61
Corebridge Financial
Texas
$191K +$199K +28,738 New
PAG
62
Private Advisor Group
New Jersey
$186K +$13.9K +2,014 +8%
MOS
63
MGO One Seven
Ohio
$184K -$66.7K -9,646 -26%
Mirae Asset Global ETFs Holdings
64
Mirae Asset Global ETFs Holdings
Hong Kong
$173K +$180K +26,032 New
Lido Advisors
65
Lido Advisors
California
$163K +$1.76K +255 +1%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$161K -$1.18K -170 -0.7%
Deutsche Bank
67
Deutsche Bank
Germany
$156K -$18.6K -2,694 -10%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$151K +$26.9K +3,891 +21%
ECM
69
Evergreen Capital Management
Washington
$151K +$151K +21,844 New
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$140K -$33.3K -4,808 -19%
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$137K -$194K -28,049 -59%
PWPS
72
Pinnacle Wealth Planning Services
Ohio
$133K +$138K +20,020 New
CWP
73
Curated Wealth Partners
California
$133K +$138K +20,000 New
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$127K -$48 -7 -0%
LPL Financial
75
LPL Financial
California
$127K -$22K -3,180 -14%

ACRE Hedge Fund Activity: Q2 2024 in Review

139 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ares Commercial Real Estate (ACRE) for Q2 2024, worth a combined $150M — down 17% from $182M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ACRE and 23 opened new positions — a net loss of 13 holders — while 44 trimmed existing stakes and 58 added.

The largest buyer was Invesco, adding an estimated $2.3M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $7.11M sold.

  • 139 institutional investors held Ares Commercial Real Estate (ACRE) as of Q2 2024, down from 154 in Q1 2024.
  • Funds reported $150M of Ares Commercial Real Estate stock for Q2 2024, down 17% quarter-over-quarter.
  • 23 funds opened new Ares Commercial Real Estate positions in Q2 2024 and 36 closed out, a net change of -13 holders.
  • The largest Ares Commercial Real Estate buyer in Q2 2024 was Invesco, an estimated $2.3M added.
  • The largest Ares Commercial Real Estate seller in Q2 2024 was Mirae Asset Global Investments, an estimated $7.11M sold.

Based on aggregated 13F filings for Q2 2024.