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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
TWC
126
TD Waterhouse Canada
Ontario, Canada
$4.25K +$3.11K +450 +225%
HNB
127
Huntington National Bank
Ohio
$4K +$3.8K +549 +1,056%
BTI
128
Blue Trust Inc
Georgia
$3.69K
LC
129
Lindbrook Capital
California
$3.23K +$2.08K +301 +163%
TWP
130
Triad Wealth Partners
Kansas
$3.17K +$3.3K +477 New
AA
131
AlphaMark Advisors
Kentucky
$3K +$111 +16 +4%
MPWT
132
MassMutual Private Wealth & Trust
Connecticut
$2.63K +$2.73K +395 New
AFWM
133
Abich Financial Wealth Management
Virginia
$1.98K +$2.06K +298 New
GI
134
GAMMA Investing
California
$1.66K +$616 +89 +55%
EWA
135
EverSource Wealth Advisors
Alabama
$1.58K +$1.42K +205 New
IA
136
IFP Advisors
Florida
$1.53K
AP
137
Aspect Partners
Virginia
$1.33K +$692 +100 +100%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$1K -$2.12K -306 -72%
RIL
139
Rothschild Investment LLC
Illinois
$466 +$380 +55 +367%
Mirae Asset Global Investments
140
Mirae Asset Global Investments
South Korea
-$7.11M -790,404 Closed
RVPG
141
Relative Value Partners Group
-$3.96M -416,555 Closed
MIM
142
Merrion Investment Management
New Jersey
-$1.25M -167,351 Closed
WT
143
Whittier Trust
California
-$786K -105,550 Closed
Swiss National Bank
144
Swiss National Bank
Switzerland
-$755K -101,300 Closed
EW
145
Evoke Wealth
California
-$770K -100,000 Closed
UBS AM
146
UBS AM
Illinois
-$615K -82,502 Closed
CSS
147
Cubist Systematic Strategies
Connecticut
-$549K -73,651 Closed
ADMI
148
Albert D. Mason Inc
Massachusetts
-$472K -63,420 Closed
NYLIM
149
New York Life Investment Management
New York
-$354K -47,544 Closed
Squarepoint
150
Squarepoint
New York
-$294K -39,434 Closed

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.