Ares Commercial Real Estate
ACRE
138 hedge funds and large institutions have $119M invested in Ares Commercial Real Estate in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 31 closing their positions.
368% more call options, than puts
Call options by funds: $843K | Put options by funds: $180K
2% more capital invested
Capital invested by funds: $116M → $119M (+$2.68M)
0.54% more ownership
Funds ownership: 44.06% → 44.59% (+0.54%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 47
9% less funds holding
Funds holding: 151 → 138 (-13)
32% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIP
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
+$3.75M |
| 2 |
AGM
Alpine Global Management
New York
|
+$3.27M |
| 3 |
DFG
Delphi Financial Group
Wilmington,
Delaware
|
+$601K |
| 4 |
OL
Odyssean LLC
Darien,
Connecticut
|
+$565K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$394K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
CF Capital
Cohasset,
Massachusetts
|
-$2.16M |
| 2 |
Two Sigma Investments
New York
|
-$546K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$520K |
| 4 |
Goldman Sachs
New York
|
-$516K |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$477K |
ACRE Hedge Fund Activity: Q1 2026 in Review
138 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Ares Commercial Real Estate (ACRE) for Q1 2026, worth a combined $119M — up 2.3% from $116M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of ACRE and 21 opened new positions — a net loss of 10 holders — while 47 trimmed existing stakes and 47 added.
The largest buyer was Lighthouse Investment Partners, adding an estimated $3.75M. The largest seller was CF Capital, cutting an estimated $2.16M.
- 138 institutional investors held Ares Commercial Real Estate (ACRE) as of Q1 2026, down from 151 in Q4 2025.
- Funds reported $119M of Ares Commercial Real Estate stock for Q1 2026, up 2.3% quarter-over-quarter.
- 21 funds opened new Ares Commercial Real Estate positions in Q1 2026 and 31 closed out, a net change of -10 holders.
- The largest Ares Commercial Real Estate buyer in Q1 2026 was Lighthouse Investment Partners, an estimated $3.75M added.
- The largest Ares Commercial Real Estate seller in Q1 2026 was CF Capital, an estimated $2.16M sold.
Based on aggregated 13F filings for Q1 2026.