ARES COML REAL ESTATE CORP ACRE
COM · REIT · CUSIP 04013V108
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersNew York, NY
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($134.1k this quarter). Holder counts are more reliable. Shares outstanding: 55.5m as of 2026-07-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $4.51. Options: 5 managers hold calls ($838.4k notional), 2 hold puts ($225.4k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 147 |
| Q4 2022 | 152 |
| Q1 2023 | 135 |
| Q2 2023 | 136 |
| Q3 2023 | 141 |
| Q4 2023 | 143 |
| Q1 2024 | 155 |
| Q2 2024 | 141 |
| Q3 2024 | 130 |
| Q4 2024 | 133 |
| Q1 2025 | 129 |
| Q2 2025 | 133 |
| Q3 2025 | 143 |
| Q4 2025 | 151 |
| Q1 2026 | 138 |
| Q2 2026 | 142 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 62 | 68 |
| Q4 2024 | 65 | 53 |
| Q1 2025 | 53 | 62 |
| Q2 2025 | 67 | 53 |
| Q3 2025 | 71 | 59 |
| Q4 2025 | 70 | 65 |
| Q1 2026 | 62 | 78 |
| Q2 2026 | 67 | 62 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $929.9k | $331.5k | 0.36 |
| Q4 2025 | $652.0k | $217.5k | 0.33 |
| Q1 2026 | $843.4k | $180.5k | 0.21 |
| Q2 2026 | $838.4k | $225.4k | 0.27 |
Biggest buyers
| Lighthouse Investment Partners, LLC | Added | +540.6k |
| Ardent Capital Management, Inc. | New | +218.1k |
| BlackRock, Inc. | Added | +157.6k |
| Almitas Capital LLC | Added | +130.0k |
| North Ground Capital | Added | +112.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +100.6k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +97.0k |
| MAI Capital Management | Added | +92.1k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +88.6k |
| MORGAN STANLEY | Added | +84.8k |
Biggest sellers
| BI Asset Management Fondsmaeglerselskab A/S | Reduced | -414.4k |
| EVOKE WEALTH, LLC | Sold out | -232.3k |
| UBS Group AG | Reduced | -220.0k |
| Alpine Global Management, LLC | Reduced | -166.0k |
| GSA CAPITAL PARTNERS LLP | Reduced | -133.9k |
| JPMORGAN CHASE & CO | Reduced | -96.7k |
| Canton Hathaway, LLC | Sold out | -88.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -83.6k |
| ACADIAN ASSET MANAGEMENT LLC | Sold out | -79.1k |
| VAN ECK ASSOCIATES CORP | Reduced | -75.4k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $415.4k92.3k shares |
| CITADEL ADVISORS LLC | Reduced | $280.8k62.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $103.0k22.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $37.8k8.4k shares |
| GROUP ONE TRADING LLC | Reduced | $1.4k300 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $123.3k27.4k shares |
| CITADEL ADVISORS LLC | Reduced | $102.2k22.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 3 | $199.4k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 3 | $175.4k | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 4.7m $21.0m | Added +157.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.4m $10.9m | Added +88.6k |
| Lighthouse Investment Partners, LLC 0.22% of their portfolio | 1.6m $7.0m | Added +540.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $6.5m | Added +51.5k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 1.4m $6.1m | Added +100.6k |
| North Ground Capital 6.65% of their portfolio | 1.2m $5.5m | Added +112.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $5.6m | Added +41.3k |
| CURA WEALTH ADVISORS, LLC 1.73% of their portfolio | 902.2k $4.1m | Reduced -3.4k |
| Focus Partners Wealth 0.00% of their portfolio | 627.3k $2.8m | Added +40.7k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 599.6k $2.7m | Reduced -75.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 593.7k $2.7m | Added +14.8k |
| Alpine Global Management, LLC 0.36% of their portfolio | 486.9k $2.2m | Reduced -166.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 481.6k $2.2m | Unchanged |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 443.4k $2.0m | Added +48.7k |
| Dana Investment Advisors, Inc. 0.05% of their portfolio | 431.3k $1.9m | Reduced -7.1k |
| MORGAN STANLEY 0.00% of their portfolio | 372.3k $1.7m | Added +84.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 365.5k $1.6m | Reduced -6.2k |
| Delphi Financial Group, Inc. 0.74% of their portfolio | 334.9k $1.5m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 278.0k $1.3m | Added +97.0k |
| Penserra Capital Management LLC 0.01% of their portfolio | 257.4k $1.2m | Added +20.7k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 252.5k $1.1m | Added +34.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 242.6k $1.1m | Reduced -96.7k |
| Ardent Capital Management, Inc. 0.41% of their portfolio | 218.1k $981.4k | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 213.9k $962.4k | Added +45.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 204.7k $921.3k | Reduced -83.6k |
| Almitas Capital LLC 0.20% of their portfolio | 181.0k $814.3k | Added +130.0k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 177.4k $798.3k | Reduced -74.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 176.2k $793.0k | Added +8.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 159.8k $719.1k | Added +12.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 156.2k $702.9k | Added +26.6k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.05% of their portfolio | 148.2k $690.7k | Added +67.5k |
| Odyssean, LLC 0.11% of their portfolio | 146.4k $658.9k | Added +33.7k |
| UBS Group AG 0.00% of their portfolio | 134.6k $605.7k | Reduced -220.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 126.6k $569.7k | Added +6.8k |
| BI Asset Management Fondsmaeglerselskab A/S 0.00% of their portfolio | 108.7k $489.0k | Reduced -414.4k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 107.9k $486.0k | Added +46.2k |
| Invesco Ltd. 0.00% of their portfolio | 107.7k $484.8k | Added +2.4k |
| Nuveen, LLC 0.00% of their portfolio | 102.1k $459.5k | Unchanged |
| Access Investment Management LLC 0.12% of their portfolio | 101.2k $455.4k | Reduced -11.5k |
| MAI Capital Management 0.00% of their portfolio | 92.2k $428.5k | Added +92.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 84.5k $380.3k | Reduced -18.1k |
| Samalin Investment Counsel, LLC 0.12% of their portfolio | 82.0k $369.1k | Reduced -28.9k |
| Atom Investors LP 0.03% of their portfolio | 79.4k $357.4k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 79.0k $355.7k | Reduced -2.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 74.0k $334.0k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 67.8k $304.9k | Added +109 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 66.0k $316.8k | Reduced -4.9k |
| GRATIA CAPITAL, LLC 0.28% of their portfolio | 55.1k $247.8k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 54.2k $244.4k | Added +16.3k |
| Abel Hall, LLC 0.04% of their portfolio | 52.8k $237.8k | Added +1.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 51.8k $233.2k | Added +4.4k |
| XTX Topco Ltd 0.00% of their portfolio | 49.9k $224.4k | New |
| Private Advisor Group, LLC 0.00% of their portfolio | 47.7k $214.5k | Added +2.5k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 44.8k $201.6k | Reduced -39.8k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 44.0k $198.0k | New |
| Graham Capital Management, L.P. 0.01% of their portfolio | 41.5k $186.7k | Added +469 |
| GSA CAPITAL PARTNERS LLP 0.01% of their portfolio | 39.1k $176.0k | Reduced -133.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 38.4k $172.8k | Reduced -2.5k |
| AE Wealth Management LLC 0.00% of their portfolio | 34.8k $156.7k | Added +3.8k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 34.8k $161.8k | Reduced -165 |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 33.3k $149.7k | New |
| LPL Financial LLC 0.00% of their portfolio | 32.0k $143.9k | Reduced -2.2k |
| Corient Private Wealth LP 0.00% of their portfolio | 31.4k $141.2k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 31.3k $140.9k | Added +23.9k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 30.3k $136.2k | Added +12.0k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 30.0k $134.8k | Added +16.7k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 29.9k $134.8k | Added +6.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 29.7k $133.7k | Reduced -5.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 28.8k $130.0k | Reduced -17.0k |
| Virtu Financial LLC 0.00% of their portfolio | 25.6k $115.0k | New |
| Equitable Holdings, Inc. 0.00% of their portfolio | 25.5k $114.8k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 24.6k $110.9k | Added +22.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 24.6k $110.6k | Reduced -554 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 24.2k $109.0k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 23.7k $106.6k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 21.3k $95.7k | Reduced -19.6k |
| Baker Avenue Asset Management, LP 0.00% of their portfolio | 20.4k $91.6k | Reduced -275 |
| Curated Wealth Partners LLC 0.01% of their portfolio | 20.1k $90.6k | Reduced -184 |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 20.1k $90.3k | Added +3.2k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 19.8k $89.0k | Added +151 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 18.2k $82.0k | Added +3.2k |
| Attessa Capital LLC 0.03% of their portfolio | 17.0k $76.5k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 16.9k $76.1k | Added +109 |
| M&T Bank Corp 0.00% of their portfolio | 16.6k $74.7k | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 15.7k $70.6k | Added +2.5k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 15.6k $70.4k | Unchanged |
| WESTBOURNE INVESTMENTS, INC. 0.03% of their portfolio | 15.0k $67.5k | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 13.7k $60.8k | New |
| Mariner, LLC 0.00% of their portfolio | 13.6k $61.3k | New |
| Eurizon Capital SGR S.p.A. 0.00% of their portfolio | 13.2k $59.8k | Unchanged |
| State of Wyoming 0.01% of their portfolio | 13.1k $59.0k | Reduced -28.3k |
| ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio | 12.6k $56.5k | Reduced -288 |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 12.2k $55.0k | Reduced -1.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 11.8k $53.3k | Unchanged |
| Morey & Quinn Wealth Partners, LLC 0.03% of their portfolio | 11.3k $50.7k | Reduced -1.2k |
| HUB Investment Partners, LLC 0.00% of their portfolio | 10.6k $47.7k | Unchanged |
| 180 WEALTH ADVISORS, LLC 0.00% of their portfolio | 10.3k $46.2k | Unchanged |
| STRS OHIO 0.00% of their portfolio | 10.2k $45.9k | Unchanged |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 10.2k $45.7k | Reduced -449 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 10.0k $45.0k | Unchanged |