Ares Commercial Real Estate
ACRE
130 hedge funds and large institutions have $103M invested in Ares Commercial Real Estate in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 16 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
0.57% less ownership
Funds ownership: 41.12% → 40.55% (-0.57%)
4% less capital inflows, than outflows
Capital inflows: $10.4M | Capital outflows: $10.8M
3% less funds holding
Funds holding: 134 → 130 (-4)
17% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 47
20% less call options, than puts
Call options by funds: $459K | Put options by funds: $577K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$1.89M |
| 2 |
Cura Wealth Advisors
Chicago,
Illinois
|
+$1.24M |
| 3 |
Delphi Financial Group
Wilmington,
Delaware
|
+$1.14M |
| 4 |
GSA Capital Partners
London,
United Kingdom
|
+$755K |
| 5 |
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
+$648K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.21M |
| 2 |
BlackRock
New York
|
-$1.11M |
| 3 |
Millennium Management
New York
|
-$953K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$920K |
| 5 |
ExodusPoint Capital Management
New York
|
-$891K |
ACRE Hedge Fund Activity: Q1 2025 in Review
130 of the 7,487 institutional investors tracked by Wall St. Rank reported a position in Ares Commercial Real Estate (ACRE) for Q1 2025, worth a combined $103M — down 22% from $132M a quarter earlier.
Fund positioning in ACRE was balanced in Q1 2025: 16 funds opened new positions, 16 closed out, 39 added to existing stakes and 47 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $1.89M. The largest seller was Morgan Stanley, cutting an estimated $1.21M.
- 130 institutional investors held Ares Commercial Real Estate (ACRE) as of Q1 2025, down from 134 in Q4 2024.
- Funds reported $103M of Ares Commercial Real Estate stock for Q1 2025, down 22% quarter-over-quarter.
- 16 funds opened new Ares Commercial Real Estate positions in Q1 2025 and 16 closed out, a net change of 0 holders.
- The largest Ares Commercial Real Estate buyer in Q1 2025 was Balyasny Asset Management, an estimated $1.89M added.
- The largest Ares Commercial Real Estate seller in Q1 2025 was Morgan Stanley, an estimated $1.21M sold.
Based on aggregated 13F filings for Q1 2025.