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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
AIP
101
Ameritas Investment Partners
Nebraska
$30.2K
Legal & General Group
102
Legal & General Group
United Kingdom
$30K
California State Teachers Retirement System (CalSTRS)
103
California State Teachers Retirement System (CalSTRS)
California
$22.8K
Jones Financial Companies
104
Jones Financial Companies
Missouri
$12.3K +$14K +2,080 New
QCG
105
Quadrant Capital Group
Ohio
$11.1K -$3.92K -582 -24%
AB
106
Amalgamated Bank
New York
$11K
SCM
107
Sterling Capital Management
North Carolina
$10.1K +$10.4K +1,541 +906%
US Bancorp
108
US Bancorp
Minnesota
$9.05K -$700 -104 -6%
VCM
109
Versant Capital Management
Arizona
$6.34K +$7.25K +1,076 New
PA
110
Parallel Advisors
California
$6.32K -$626 -93 -8%
CA
111
Clearstead Advisors
Ohio
$5.53K
MPWT
112
MassMutual Private Wealth & Trust
Connecticut
$5.48K +$4.14K +615 +195%
HI
113
Harbour Investments
Wisconsin
$5.02K +$209 +31 +4%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$4.71K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.78K +413 +122%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$3.63K -$14.8K -2,192 -78%
GI
117
GAMMA Investing
California
$3.59K -$337 -50 -8%
S
118
SignatureFD
Georgia
$3.58K -$13K -1,924 -76%
HCA
119
Harbor Capital Advisors
Illinois
$3K -$47 -7 -1%
AA
120
AlphaMark Advisors
Kentucky
$3K +$114 +17 +4%
EWA
121
EverSource Wealth Advisors
Alabama
$2.94K +$1.99K +295 +144%
SC
122
Swan Capital
Florida
$2.65K +$3.03K +450 New
TWC
123
TD Waterhouse Canada
Ontario, Canada
$2.65K
TRCT
124
Tower Research Capital (TRC)
New York
$2.27K -$61.6K -9,153 -96%
WFA
125
West Financial Advisors
Iowa
$1.62K +$1.85K +275 New

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.