Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ACRE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.5M | $21.7M | -1.9% | 8.137% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $11.2M | β | 4.193% | 0.00% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $6.7M | +6.0% | 2.504% | 0.00% |
| 4 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.3M | $6.0M | -7.1% | 2.257% | 0.02% |
| 5 | STATE STREET CORP | 1.2M | $5.7M | +0.4% | 2.090% | 0.00% |
| 6 | North Ground Capital | 1.1M | $5.4M | -27.8% | 2.019% | 6.48% |
| 7 | Lighthouse Investment Partners, LLC | 1.0M | $4.9M | +273.0% | 1.843% | 0.17% |
| 8 | CURA WEALTH ADVISORS, LLC | 906K | $4.3M | -0.2% | 1.632% | 1.95% |
| 9 | Alpine Global Management, LLC | 653K | $3.1M | -14.0% | 1.177% | 0.48% |
| 10 | Focus Partners Wealth | 587K | $2.8M | +14.9% | 1.057% | 0.00% |
| 11 | NORTHERN TRUST CORP | 579K | $2.8M | +6.8% | 1.043% | 0.00% |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 482K | $2.3M | -2.4% | 0.868% | 0.00% |
| 13 | Dana Investment Advisors, Inc. | 438K | $2.1M | -0.2% | 0.790% | 0.06% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 395K | $1.9M | β | 0.712% | 0.00% |
| 15 | VANGUARD FIDUCIARY TRUST CO | 372K | $1.8M | β | 0.670% | 0.00% |
| 16 | UBS Group AG | 355K | $1.7M | +26.5% | 0.639% | 0.00% |
| 17 | DELPHI FINANCIAL GROUP, INC. | 335K | $1.6M | +55.8% | 0.604% | 0.73% |
| 18 | GOLDMAN SACHS GROUP INC | 288K | $1.4M | -26.3% | 0.520% | 0.00% |
| 19 | MORGAN STANLEY | 288K | $1.4M | -9.9% | 0.518% | 0.00% |
| 20 | TWO SIGMA INVESTMENTS, LP | 252K | $1.2M | -30.2% | 0.454% | 0.00% |
| 21 | EVOKE WEALTH, LLC | 232K | $1.2M | +0.0% | 0.419% | 0.02% |
| 22 | AQR CAPITAL MANAGEMENT LLC | 218K | $1.0M | +36.0% | 0.392% | 0.00% |
| 23 | VICTORY CAPITAL MANAGEMENT INC | 181K | $869K | 0.0% | 0.326% | 0.00% |
| 24 | Quantinno Capital Management LP | 168K | $806K | +5.7% | 0.303% | 0.00% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 167K | $803K | -7.5% | 0.302% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ACRE β a direct measure of their conviction.
Filings activity in ACRE during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new ACRE position in Q1 2026
Institutions that fully closed their ACRE position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 134 | 8.8% | 39.41% | 0.93 pp | $108M | 2.3% |
| Q4 2025 | 147 | +4.3% | 40.34% | +4.74 pp | $110M | +13% |
| Q3 2025 | 141 | +10% | 35.60% | 1.19 pp | $97M | 3.2% |
| Q2 2025 | 128 | +1.6% | 36.79% | +2.19 pp | $101M | +6.3% |
| Q1 2025 | 126 | 4.5% | 34.60% | 9.91 pp | $95M | 22% |
| Q4 2024 | 132 | +3.9% | 44.51% | 7.84 pp | $122M | 15% |
| Q3 2024 | 127 | 6.6% | 52.35% | +4.40 pp | $143M | +9.2% |
| Q2 2024 | 136 | β | 47.95% | β | $131M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ACRE stock.
Based on Q1 2026 13F filings, institutional ownership of Ares Commercial Real Estate Corporation stands at 39.4%, held across 134 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ACRE, with approximately 4,514,461 shares worth $0.02B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of ACRE, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for ACRE is 37 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
22 institutions opened new positions in ACRE during Q1 2026, while 35 fully exited. 65 added to existing positions and 45 trimmed.
ACRE institutional ownership fell by 0.93 percentage points quarter-over-quarter, with a net change of -13 holders.
The top 10 institutions account for 66.6% of all reported 13F value in ACRE, and the top 25 account for 87.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Ares Commercial Real Estate Corporation (ACRE) Institutional Ownership