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ACRE

Ares Commercial Real Estate

132 hedge funds and large institutions have $133M invested in Ares Commercial Real Estate in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 37

34% more call options, than puts

Call options by funds: $498K | Put options by funds: $373K

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

2% more funds holding

Funds holding: 129132 (+3)

0.92% more ownership

Funds ownership: 40.31%41.23% (+0.92%)

14% less capital invested

Capital invested by funds: $154M → $133M (-$21.2M)

Holders
132
Holders Change
+3
Holders Change %
+2.33%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
51
Reduced
37
Closed
15
Calls
$498K
Puts
$373K
Net Calls
+$125K
Net Calls Change
-$383K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$110K +$572 +85 +0.5%
SWP
77
Strategic Wealth Partners
Ohio
$107K +$6.74K +1,000 +5%
LPL Financial
78
LPL Financial
California
$104K +$9.38K +1,392 +9%
FFG
79
Frisch Financial Group
New York
$104K +$4.1K +609 +4%
CG
80
CFO4Life Group
Texas
$100K +$20.2K +3,000 +21%
IIM
81
INTECH Investment Management
Florida
$98K +$19.8K +2,943 +21%
Creative Planning
82
Creative Planning
Kansas
$92.3K -$50.6K -7,511 -32%
Stifel Financial
83
Stifel Financial
Missouri
$92.3K +$7.93K +1,177 +8%
MQWP
84
Morey & Quinn Wealth Partners
Nebraska
$92.2K +$105K +15,651 New
ProShare Advisors
85
ProShare Advisors
Maryland
$88.6K +$33.3K +4,950 +49%
FFA
86
Farther Finance Advisors
California
$84.2K +$79.5K +11,801 +472%
IFWM
87
Institute for Wealth Management
Colorado
$83.9K
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$69.7K +$49.2K +7,300 +161%
PFSRSONJ
89
Police & Firemen's Retirement System of New Jersey
New Jersey
$68.8K +$78.7K +11,684 New
BBHC
90
Brown Brothers Harriman & Co
New York
$68.7K +$78.6K +11,670 New
Mariner
91
Mariner
Kansas
$65.3K -$13.8K -2,051 -16%
SO
92
STRS Ohio
Ohio
$60.1K
Truist Financial
93
Truist Financial
North Carolina
$58.9K
ME
94
McIlrath & Eck
Washington
$53.5K +$61.2K +9,087 New
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$41.3K -$31.8K -4,724 -40%
Simplex Trading
96
Simplex Trading
Illinois
$40K +$18.5K +2,748 +66%
SSG
97
Summit Securities Group
New York
$39.5K +$26.3K +3,905 +140%
CCMW
98
Cypress Capital Management (Wyoming)
Wyoming
$35.6K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$35.4K -$11.7K -1,738 -22%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$32.2K -$9.17K -1,361 -20%

ACRE Hedge Fund Activity: Q4 2024 in Review

132 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ares Commercial Real Estate (ACRE) for Q4 2024, worth a combined $133M — down 14% from $154M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ACRE positions and 15 closed out — a net gain of 5 holders — while 51 added to existing stakes and 37 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.78M. The largest seller was Invesco, cutting an estimated $13.9M.

  • 132 institutional investors held Ares Commercial Real Estate (ACRE) as of Q4 2024, up from 129 in Q3 2024.
  • Funds reported $133M of Ares Commercial Real Estate stock for Q4 2024, down 14% quarter-over-quarter.
  • 20 funds opened new Ares Commercial Real Estate positions in Q4 2024 and 15 closed out, a net change of +5 holders.
  • The largest Ares Commercial Real Estate buyer in Q4 2024 was Millennium Management, an estimated $1.78M added.
  • The largest Ares Commercial Real Estate seller in Q4 2024 was Invesco, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2024.