ACRE

Ares Commercial Real Estate
ACRE

Overview Fund Activity

150 hedge funds and large institutions have $260M invested in Ares Commercial Real Estate in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+4
Holders Change %
+2.74%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
61
Reduced
38
Closed
20
Calls
$4.01M
Puts
$36.9M
Net Calls
-$32.9M
Net Calls Change
-$34.7M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$15M
2
Boston Partners
2
Boston Partners
Massachusetts
$12.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$7.27M
4
BlackRock
4
BlackRock
New York
$46.1M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$2.73M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$73K
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.81M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
126
Money Concepts Capital
Florida
$23.4K +$23.4K +2,278 New
ASN
127
Advisory Services Network
Georgia
$19K +$19K +1,850 New
TWM
128
Tradition Wealth Management
Minnesota
$15K +$309 +30 +2%
BAM
129
Baldrige Asset Management
Pennsylvania
$13K – – –
PFBT
130
Parkside Financial Bank & Trust
Missouri
$12.4K +$4.8K +466 +63%
TF
131
Tompkins Financial
New York
$10K – – –
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$8.23K – – –
QCG
133
Quadrant Capital Group
Ohio
$7.19K +$7.02K +682 +4,012%
HI
134
Harbour Investments
Wisconsin
$6.72K +$370 +36 +6%
S
135
SignatureFD
Georgia
$4.3K +$905 +88 +27%
IA
136
IFP Advisors
Florida
$3K – – –
CAL
137
Capital Analysts LLC
Pennsylvania
$2K – – –
BAM
138
Belpointe Asset Management
Nevada
$1.96K +$1.96K +191 New
AF
139
Allworth Financial
California
$1.84K -$9.96K -968 -84%
PA
140
PSI Advisors
Florida
$1.54K – – –
GWSA
141
Global Wealth Strategies & Associates
Colorado
$1.31K +$1.31K +127 New
SIC
142
Salem Investment Counselors
North Carolina
$1.06K – – –
QT
143
Quantbot Technologies
New York
$1.03K +$1.03K +100 New
UB
144
UMB Bank
Missouri
$1K – – –
EWA
145
EverSource Wealth Advisors
Alabama
$875 +$875 +85 New
MCM
146
Manchester Capital Management
Vermont
$350 -$381 -37 -52%
PAG
147
Private Advisor Group
New Jersey
$172 +$30 +2,938 +21%
BWA
148
BDO Wealth Advisors
Florida
$113 – – –
Marshall Wace
149
Marshall Wace
United Kingdom
– -$2.94M -281,446 Closed
State of New Jersey Common Pension Fund D
150
State of New Jersey Common Pension Fund D
New Jersey
– -$1.84M -176,055 Closed
3 4 5
6
7