Ares Commercial Real Estate (ACRE) Institutional Holdings & 13F Data (Q2 2026)

ACRE ranks #3754 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ACRE is a top-conviction position for North Ground Capital — at 6.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ACRE belongs to BlackRock, Inc., but the position matters far more to North Ground Capital, who has 6.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Curated Wealth Partners LLC has trimmed its ACRE position for two straight quarters, cutting it by $20.0K while still holding $77.5K.

ACRE is down 3.8% today, but institutions show net buying of $5.4M this quarter — a divergence between today's price move and the underlying institutional flow.

ACRE reported a net loss of $4.4M over the trailing twelve months.

• Not yet profitable — net loss of $4.4M over the trailing twelve months
• Revenue declined 10.6% year over year
• Net income improved year over year, from -$18.2M to -$4.4M
• Generated $21.4M in positive operating cash flow
• Liabilities run 2.18x equity — a highly leveraged balance sheet worth noting