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ACRE

Ares Commercial Real Estate
ACRE

135 hedge funds and large institutions have $212M invested in Ares Commercial Real Estate in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $1.75M

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

7% more capital invested

Capital invested by funds: $198M → $212M (+$14.3M)

1% more funds holding

Funds holding: 134 → 135 (+1)

1.63% less ownership

Funds ownership: 39.71% → 38.09% (-1.6%)

Holders
135
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
47
Reduced
40
Closed
19
Calls
$3.41M
Puts
$1.75M
Net Calls
+$1.66M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.29M
2
Millennium Management
Millennium Management
New York
+$1.15M
3
ECM
ExodusPoint Capital Management
New York
+$763K
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$713K
5
AWA
Arete Wealth Advisors
Illinois
+$560K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$6.55M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.04M
3
RBC
Roble Belko & Company
Pennsylvania
-$1.31M
4
State Street
State Street
Massachusetts
-$1.25M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
76
Curated Wealth Partners
California
$203K – – –
CA
77
Clearstead Advisors
Ohio
$197K – – –
CAN
78
Cetera Advisor Networks
California
$191K -$102K -11,156 -37%
ECM
79
Evergreen Capital Management
Washington
$187K +$27.5K +3,016 +20%
Cerity Partners
80
Cerity Partners
New York
$179K +$5.69K +623 +4%
Creative Planning
81
Creative Planning
Kansas
$177K +$160K +17,486 New
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$175K +$11.4K +1,244 +8%
Citigroup
83
Citigroup
New York
$173K +$142K +15,581 +1,059%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$164K -$99.9K -10,940 -40%
ASRS
85
Arizona State Retirement System
Arizona
$156K +$3.21K +352 +2%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$150K -$393K -43,050 -74%
JIP
87
Jaffetilchin Investment Partners
Florida
$149K +$134K +14,644 New
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$136K -$202K -22,165 -62%
DTL
89
Dynamic Technology Lab
Singapore
$134K +$120K +13,188 New
PAMS
90
Pictet Asset Management (Switzerland)
Switzerland
$134K +$120K +13,173 New
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$132K +$119K +13,021 New
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$131K +$39.2K +4,295 +50%
GCM
93
Graham Capital Management
Connecticut
$122K +$109K +11,991 New
WAM
94
Worth Asset Management
Texas
$119K +$107K +11,767 New
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$118K -$9.99K -1,095 -9%
BRWA
96
B. Riley Wealth Advisors
Florida
$112K +$97.2K +10,646 New
SO
97
STRS Ohio
Ohio
$110K – – –
S
98
SignatureFD
Georgia
$110K +$96.9K +10,614 +5,054%
RFA
99
Register Financial Advisors
Georgia
$106K +$20.7K +2,268 +28%
CG
100
CFO4Life Group
Texas
$102K – – –
2 3
4
5 6

ACRE Hedge Fund Activity: Q2 2023 in Review

135 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ares Commercial Real Estate (ACRE) for Q2 2023, worth a combined $212M — up 7.2% from $198M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ACRE positions and 19 closed out — a net gain of 3 holders — while 47 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $2.29M. The largest seller was JP Morgan Chase, cutting an estimated $6.55M.

  • 135 institutional investors held Ares Commercial Real Estate (ACRE) as of Q2 2023, up from 134 in Q1 2023.
  • Funds reported $212M of Ares Commercial Real Estate stock for Q2 2023, up 7.2% quarter-over-quarter.
  • 22 funds opened new Ares Commercial Real Estate positions in Q2 2023 and 19 closed out, a net change of +3 holders.
  • The largest Ares Commercial Real Estate buyer in Q2 2023 was BlackRock, an estimated $2.29M added.
  • The largest Ares Commercial Real Estate seller in Q2 2023 was JP Morgan Chase, an estimated $6.55M sold.

Based on aggregated 13F filings for Q2 2023.