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ACRE

Ares Commercial Real Estate

129 hedge funds and large institutions have $154M invested in Ares Commercial Real Estate in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $514K

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

2% more capital invested

Capital invested by funds: $150M → $154M (+$3.68M)

1.02% less ownership

Funds ownership: 41.33%40.31% (-1%)

7% less funds holding

Funds holding: 139129 (-10)

36% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 22

Holders
129
Holders Change
-10
Holders Change %
-7.19%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
51
Reduced
44
Closed
22
Calls
$1.02M
Puts
$514K
Net Calls
+$508K
Net Calls Change
+$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
126
Sterling Capital Management
North Carolina
$1.19K +$1.22K +170 New
Bessemer Group
127
Bessemer Group
New Jersey
$1K +$1.08K +150 New
SAM
128
Smartleaf Asset Management
Massachusetts
$760 +$747 +104 New
CPA
129
Capital Performance Advisors
California
$707 +$725 +101 New
PIWA
130
Prevail Innovative Wealth Advisors
Kansas
-$894K -134,393 Closed
ZIM
131
Zacks Investment Management
Illinois
-$619K -93,019 Closed
KAS
132
Kestra Advisory Services
Texas
-$552K -80,065 Closed
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
-$489K -68,160 Closed
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
-$326K -49,023 Closed
TCM
135
Triumph Capital Management
Colorado
-$194K -28,094 Closed
MOS
136
MGO One Seven
Ohio
-$184K -27,613 Closed
ECM
137
Evergreen Capital Management
Washington
-$151K -21,844 Closed
PI
138
PEAK6 Investments
Illinois
-$123K -18,458 Closed
ET
139
Entropy Technologies
New York
-$101K -15,191 Closed
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
-$92.8K -13,959 Closed
FTDI
141
First Trust Direct Indexing
Massachusetts
-$90.1K -13,549 Closed
A
142
AlphaQuest
New York
-$88.4K -13,296 Closed
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
-$82.3K -12,383 Closed
AAS
144
Ameritas Advisory Services
Nebraska
-$67.5K -10,154 Closed
GRP
145
Global Retirement Partners
California
-$61.3K -9,213 Closed
QT
146
Quantbot Technologies
New York
-$55.8K -8,393 Closed
CP
147
Camelot Portfolios
Ohio
-$6.65K -1,000 Closed
HGERS
148
Householder Group Estate & Retirement Specialist
Arizona
-$5K -795 Closed
BTI
149
Blue Trust Inc
Georgia
-$3.69K -496 Closed
TWP
150
Triad Wealth Partners
Kansas
-$3.17K -477 Closed

ACRE Hedge Fund Activity: Q3 2024 in Review

129 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ares Commercial Real Estate (ACRE) for Q3 2024, worth a combined $154M — up 2.4% from $150M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ACRE and 14 opened new positions — a net loss of 8 holders — while 44 trimmed existing stakes and 51 added.

The largest buyer was JP Morgan Chase, adding an estimated $1.94M. The largest seller was Arete Wealth Advisors, cutting an estimated $5.55M.

  • 129 institutional investors held Ares Commercial Real Estate (ACRE) as of Q3 2024, down from 139 in Q2 2024.
  • Funds reported $154M of Ares Commercial Real Estate stock for Q3 2024, up 2.4% quarter-over-quarter.
  • 14 funds opened new Ares Commercial Real Estate positions in Q3 2024 and 22 closed out, a net change of -8 holders.
  • The largest Ares Commercial Real Estate buyer in Q3 2024 was JP Morgan Chase, an estimated $1.94M added.
  • The largest Ares Commercial Real Estate seller in Q3 2024 was Arete Wealth Advisors, an estimated $5.55M sold.

Based on aggregated 13F filings for Q3 2024.