Ares Commercial Real Estate
ACRE
132 hedge funds and large institutions have $107M invested in Ares Commercial Real Estate in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 17 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 35
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
27% more call options, than puts
Call options by funds: $806K | Put options by funds: $636K
3% more funds holding
Funds holding: 128 → 132 (+4)
4% more capital invested
Capital invested by funds: $103M → $107M (+$4.48M)
0.34% more ownership
Funds ownership: 40.54% → 40.89% (+0.34%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$2.5M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$818K |
| 3 |
Goldman Sachs
New York
|
+$775K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$407K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$332K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
-$2.17M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$1.22M |
| 3 |
BlackRock
New York
|
-$1.17M |
| 4 |
BA
Bard Associates
Chicago,
Illinois
|
-$526K |
| 5 |
Millennium Management
New York
|
-$403K |
ACRE Hedge Fund Activity: Q2 2025 in Review
132 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Ares Commercial Real Estate (ACRE) for Q2 2025, worth a combined $107M — up 4.4% from $103M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new ACRE positions and 17 closed out — a net gain of 5 holders — while 50 added to existing stakes and 35 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $2.5M. The largest seller was VanEck Associates, cutting an estimated $2.17M.
- 132 institutional investors held Ares Commercial Real Estate (ACRE) as of Q2 2025, up from 128 in Q1 2025.
- Funds reported $107M of Ares Commercial Real Estate stock for Q2 2025, up 4.4% quarter-over-quarter.
- 22 funds opened new Ares Commercial Real Estate positions in Q2 2025 and 17 closed out, a net change of +5 holders.
- The largest Ares Commercial Real Estate buyer in Q2 2025 was Marshall Wace, an estimated $2.5M added.
- The largest Ares Commercial Real Estate seller in Q2 2025 was VanEck Associates, an estimated $2.17M sold.
Based on aggregated 13F filings for Q2 2025.