Ares Commercial Real Estate Corporation (ACRE) reported second-quarter 2026 GAAP net income attributable to common stockholders of $4.4 million, or $0.08 per diluted common share. Total revenue for the quarter ended June 30, 2026 was $14.4 million.
The company said it closed $130 million of new loan commitments during the quarter and declared a regular third-quarter 2026 dividend of $0.15 per common share, payable Oct. 15, 2026 to stockholders of record as of Sept. 30, 2026.
- GAAP net income was $4.4 million, compared with a net loss of $11.0 million in the year-earlier quarter.
- Basic and diluted earnings per common share were $0.08.
- Distributable Earnings were $6.9 million, or $0.12 per diluted common share.
- Total revenue was $14.4 million, up from $12.6 million a year earlier.
- The company reported available capital of over $100 million at quarter end.
$ACRE Hedge Fund Activity
We have seen 58 institutional investors add shares of $ACRE stock to their portfolio, and 80 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LIGHTHOUSE INVESTMENT PARTNERS, LLC added 748,341 shares (+273.0%) to their portfolio in Q1 2026, for an estimated $3,592,036
- NORTH GROUND CAPITAL removed 431,806 shares (-27.8%) from their portfolio in Q1 2026, for an estimated $2,072,668
- ARDENT CAPITAL MANAGEMENT, INC. added 218,089 shares (+inf%) to their portfolio in Q2 2026, for an estimated $981,400
- DELPHI FINANCIAL GROUP, INC. added 120,000 shares (+55.8%) to their portfolio in Q1 2026, for an estimated $576,000
- ODYSSEAN, LLC added 112,759 shares (+inf%) to their portfolio in Q1 2026, for an estimated $541,243
- TWO SIGMA INVESTMENTS, LP removed 109,031 shares (-30.2%) from their portfolio in Q1 2026, for an estimated $523,348
- ADVISORS ASSET MANAGEMENT, INC. removed 108,827 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $522,369
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
