ACRENYSEReal Estate Investment Trusts
Ares Commercial Real Estate Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$3.32−0.13 (-3.77%)
Close on Oct 19, 2026
- Market cap
- $187.10M
- P/E (TTM)
- –
- Dividend yield
- 18.07%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
45.5%
25M of 55M shares
Institutional holders
142
21 new, 13 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $175.43K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,898,960 | 9.00% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 2,781,800 | 5.01% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ACRE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,672,092 | 8.42% | $21.02M | +157,631 | 0.00% |
| Vanguard Capital Management LLC | 2,414,732 | 4.35% | $10.87M | +88,607 | 0.00% |
| Lighthouse Investment Partners, LLC | 1,563,049 | 2.82% | $7.03M | +540,555 | 0.19% |
| Geode Capital Management, LLC | 1,440,675 | 2.60% | $6.49M | +51,486 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 1,352,832 | 2.44% | $6.09M | +100,600 | 0.02% |
| North Ground Capital | 1,232,000 | 2.22% | $5.54M | +112,000 | 6.65% |
| State Street Corp | 1,200,961 | 2.16% | $5.58M | +41,285 | 0.00% |
| Cura Wealth Advisors, LLC | 902,153 | 1.63% | $4.06M | −3,448 | 1.73% |
| Focus Partners Wealth | 627,277 | 1.13% | $2.82M | +40,685 | 0.00% |
| Van Eck Associates Corp | 599,627 | 1.08% | $2.70M | −75,352 | 0.00% |
| Northern Trust Corp | 593,720 | 1.07% | $2.67M | +14,813 | 0.00% |
| Alpine Global Management, LLC | 486,867 | 0.88% | $2.19M | −165,992 | 0.36% |
| Wellington Management Group Llp | 481,583 | 0.87% | $2.17M | – | 0.00% |
| Vanguard Portfolio Management LLC | 443,440 | 0.80% | $2.00M | +48,685 | 0.00% |
| Dana Investment Advisors, Inc. | 431,293 | 0.78% | $1.94M | −7,056 | 0.05% |
| Morgan Stanley | 372,343 | 0.67% | $1.68M | +84,754 | 0.00% |
| Vanguard Fiduciary Trust Co | 365,494 | 0.66% | $1.64M | −6,158 | 0.00% |
| Delphi Financial Group, Inc. | 334,937 | 0.60% | $1.51M | – | 0.74% |
| Victory Capital Management Inc | 278,000 | 0.50% | $1.25M | +97,000 | 0.00% |
| Penserra Capital Management LLC | 257,386 | 0.46% | $1.16K | +20,702 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 142 | 25M | 45.5% | 21 / 49 | 49 / 13 | 3M | 2M |
| Q1 2026 | 138 | 25M | 44.5% | 21 / 47 | 47 / 31 | 5M | 2M |
| Q4 2025 | 151 | 24M | 43.7% | 24 / 48 | 50 / 15 | 3M | 1M |
| Q3 2025 | 143 | 23M | 41.0% | 26 / 45 | 44 / 15 | 3M | 3M |
| Q2 2025 | 132 | 23M | 40.6% | 22 / 49 | 36 / 17 | 2M | 2M |
| Q1 2025 | 128 | 22M | 40.1% | 17 / 37 | 47 / 16 | 2M | 2M |
| Q4 2024 | 132 | 22M | 40.5% | 20 / 50 | 38 / 15 | 3M | 3M |
| Q3 2024 | 129 | 22M | 40.4% | 15 / 49 | 45 / 22 | 7M | 2M |
| Q2 2024 | 139 | 23M | 41.0% | 23 / 58 | 44 / 36 | 2M | 4M |
| Q1 2024 | 154 | 25M | 44.9% | 36 / 40 | 61 / 23 | 5M | 2M |
| Q4 2023 | 142 | 23M | 41.5% | 21 / 52 | 47 / 17 | 4M | 2M |
| Q3 2023 | 139 | 21M | 38.4% | 19 / 46 | 49 / 13 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ACRE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,714,873 | 3.09% | $7.72M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,376,599 | 2.48% | $6.19M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 641,934 | 1.16% | $2.89M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 608,342 | 1.10% | $2.59M | 0.01% | Jul 31, 2026 |
| VanEck Mortgage REIT Income ETF | 607,635 | 1.10% | $2.73M | 0.68% | Jun 30, 2026 |
| iShares Mortgage Real Estate ETF | 606,763 | 1.09% | $2.73M | 0.50% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 509,964 | 0.92% | $2.29M | 0.02% | Jun 30, 2026 |
| Hotchkis and Wiley Small Cap Diversified Value Fund | 352,600 | 0.64% | $1.59M | 0.17% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 317,342 | 0.57% | $1.57M | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 271,721 | 0.49% | $1.34M | 0.01% | May 31, 2026 |
| Hoya Capital High Dividend Yield ETF | 238,210 | 0.43% | $1.18M | 1.13% | May 31, 2026 |
| SmallCap Value Fund II | 205,541 | 0.37% | $875.60K | 0.07% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 179,733 | 0.32% | $808.80K | 0.05% | Jun 30, 2026 |
| Victory Integrity Discovery Fund | 142,700 | 0.26% | $642.15K | 0.70% | Jun 30, 2026 |
| AST Small-Cap Equity Portfolio | 135,000 | 0.24% | $607.50K | 0.03% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Anton Feingold | Gen. Counsel VP and Secretary | 92,754 | 0.17% | Jan 15, 2026 |
| Bryan Patrick Donohoe | Chief Executive Officer | 250,197 | 0.45% | Jan 15, 2026 |
| Jeffrey Michael Gonzales | CFO and Treasurer | 88,533 | 0.16% | Jan 15, 2026 |
| Tae Sik Yoon | Chief Operating Officer | 289,153 | 0.52% | Dec 12, 2025 |
| William Browning | Director | 103,491 | 0.19% | May 1, 2026 |
| Rebecca Jaisali Parekh | Director | 77,258 | 0.14% | May 1, 2026 |
| Edmond N. Moriarty III | Director | 98,905 | 0.18% | May 1, 2026 |
| James E. Skinner | Director | 116,217 | 0.21% | May 1, 2026 |
| Caroline Blakely | Director | 110,330 | 0.20% | May 1, 2026 |
| Rand Scott April | Director | 118,127 | 0.21% | May 1, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| James E. Skinner Director | Apr 29, 2026 | Award | +18,879 | – | – | 116,217 |
| Rebecca Jaisali Parekh Director | Apr 29, 2026 | Award | +18,879 | – | – | 77,258 |
| Caroline Blakely Director | Apr 29, 2026 | Award | +18,879 | – | – | 50,495 |
| Edmond N. Moriarty III Director | Apr 29, 2026 | Award | +18,879 | – | – | 98,905 |
| Rand Scott April Director | Apr 29, 2026 | Award | +18,879 | – | – | 18,879 |
| William Browning Director | Apr 29, 2026 | Award | +18,879 | – | – | 25,053 |
| Bryan Patrick Donohoe Chief Executive Officer | Jan 14, 2026 | Sale | −21,761 | $4.93 | $107.28K | 250,197 |
| Jeffrey Michael Gonzales CFO and Treasurer | Jan 14, 2026 | Sale | −6,218 | $4.93 | $30.65K | 88,533 |
| Anton Feingold Gen. Counsel VP and Secretary | Jan 14, 2026 | Sale | −7,606 | $4.93 | $37.50K | 92,754 |
| Jeffrey Michael Gonzales CFO and Treasurer | Dec 11, 2025 | Award | +44,000 | – | – | 94,751 |
| Bryan Patrick Donohoe Chief Executive Officer | Dec 11, 2025 | Award | +49,500 | – | – | 271,958 |
| Anton Feingold Gen. Counsel VP and Secretary | Dec 11, 2025 | Award | +22,000 | – | – | 100,360 |
| Tae Sik Yoon Chief Operating Officer | Dec 11, 2025 | Award | +37,400 | – | – | 289,153 |
| Edmond N. Moriarty III Director | Apr 29, 2025 | Award | +24,696 | – | – | 80,026 |
| Caroline Blakely Director | Apr 29, 2025 | Award | +24,696 | – | – | 31,616 |
| Rebecca Jaisali Parekh Director | Apr 29, 2025 | Award | +24,696 | – | – | 58,379 |
| Rand Scott April Director | Apr 29, 2025 | Award | +24,696 | – | – | 24,696 |
| William Browning Director | Apr 29, 2025 | Award | +24,696 | – | – | 28,156 |
| James E. Skinner Director | Apr 29, 2025 | Award | +24,696 | – | – | 97,338 |
| Bryan Patrick Donohoe Chief Executive Officer | Jan 31, 2025 | Sale | −23,465 | $5.68 | $133.28K | 218,949 |
| Jeffrey Michael Gonzales CFO and Treasurer | Jan 31, 2025 | Sale | −4,020 | $5.68 | $22.83K | 50,751 |
| Anton Feingold Gen. Counsel VP and Secretary | Jan 31, 2025 | Sale | −7,615 | $5.68 | $43.25K | 78,360 |
| Bryan Patrick Donohoe Chief Executive Officer | Dec 13, 2024 | Award | +45,000 | – | – | 242,414 |
| Tae Sik Yoon Chief Operating Officer | Dec 13, 2024 | Award | +32,500 | – | – | 251,753 |
| Jeffrey Michael Gonzales CFO and Treasurer | Dec 13, 2024 | Award | +25,000 | – | – | 54,771 |
| Anton Feingold Gen. Counsel VP and Secretary | Dec 13, 2024 | Award | +17,000 | – | – | 85,975 |
| Rebecca Jaisali Parekh Director | May 2, 2024 | Award | +13,842 | – | – | 33,683 |
| Edmond N. Moriarty III Director | May 2, 2024 | Award | +13,842 | – | – | 55,330 |
| William Browning Director | May 2, 2024 | Award | +13,842 | – | – | 13,842 |
| James E. Skinner Director | May 2, 2024 | Award | +13,842 | – | – | 72,642 |
| Rand Scott April Director | May 2, 2024 | Award | +13,842 | – | – | 16,519 |
| Caroline Blakely Director | May 2, 2024 | Award | +13,842 | – | – | 53,747 |
| Bryan Patrick Donohoe Chief Executive Officer | Jan 30, 2024 | Sale | −18,868 | $10.32 | $194.72K | 197,414 |
| Anton Feingold Gen. Counsel VP and Secretary | Jan 29, 2024 | Sale | −5,890 | $10.37 | $61.08K | 68,975 |
| Tae Sik Yoon CFO and Treasurer | Dec 13, 2023 | Award | +40,000 | – | – | 219,253 |
| Bryan Patrick Donohoe Chief Executive Officer | Dec 13, 2023 | Award | +59,000 | – | – | 216,282 |
| Anton Feingold Gen. Counsel VP and Secretary | Dec 13, 2023 | Award | +21,000 | – | – | 74,865 |
| Edmond N. Moriarty III Director | Apr 21, 2023 | Award | +10,711 | – | – | 41,488 |
| James E. Skinner Director | Apr 21, 2023 | Award | +10,711 | – | – | 58,800 |
| Rand Scott April Director | Apr 21, 2023 | Award | +10,711 | – | – | 11,743 |
| Caroline Blakely Director | Apr 21, 2023 | Award | +10,711 | – | – | 39,905 |
| Rebecca Jaisali Parekh Director | Apr 21, 2023 | Award | +10,711 | – | – | 19,841 |
| William Browning Director | Apr 21, 2023 | Award | +10,711 | – | – | 11,743 |
| Anton Feingold Gen. Counsel VP and Secretary | Jan 10, 2023 | Sale | −3,166 | $10.87 | $34.41K | 53,865 |
| Bryan Patrick Donohoe Chief Executive Officer | Jan 10, 2023 | Sale | −15,072 | $10.91 | $164.44K | 157,282 |
| Bryan Patrick Donohoe Chief Executive Officer | Dec 8, 2022 | Award | +64,000 | – | – | 172,354 |
| Tae Sik Yoon CFO and Treasurer | Dec 8, 2022 | Award | +40,000 | – | – | 179,253 |
| Anton Feingold Gen. Counsel VP and Secretary | Dec 8, 2022 | Award | +19,500 | – | – | 57,031 |
| James E. Skinner Director | Apr 25, 2022 | Award | +4,130 | – | – | 48,089 |
| Rand Scott April Director | Apr 25, 2022 | Award | +4,130 | – | – | 9,771 |
| William Browning Director | Apr 25, 2022 | Award | +4,130 | – | – | 35,363 |
| Edmond N. Moriarty III Director | Apr 25, 2022 | Award | +4,130 | – | – | 30,777 |
| Rebecca Jaisali Parekh Director | Apr 25, 2022 | Award | +4,130 | – | – | 9,130 |
| Caroline Blakely Director | Apr 25, 2022 | Award | +4,130 | – | – | 29,194 |
| Anton Feingold Gen. Counsel VP and Secretary | Apr 8, 2022 | Sale | −935 | $15.58 | $14.57K | 37,531 |
| William Stephen Benjamin Director | Feb 23, 2022 | Buy | +18,000 | $14.05 | $252.90K | 36,596 |
| Bryan Patrick Donohoe Chief Executive Officer | Jan 18, 2022 | Sale | −8,813 | $14.96 | $131.84K | 108,354 |
| Anton Feingold Gen. Counsel VP and Secretary | Jan 18, 2022 | Sale | −1,415 | $15.01 | $21.24K | 38,466 |
| Rebecca Jaisali Parekh Director | Dec 16, 2021 | Award | +5,000 | – | – | 5,000 |
| Anton Feingold Gen. Counsel VP and Secretary | Dec 9, 2021 | Award | +13,500 | – | – | 39,881 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Feingold Anton Officer | Jan 14, 2026 | 7,606 | $37.48K | Jan 14, 2026 | Restricted stock vesting under a registered plan |
| Donohoe Bryan Officer, Director | Jan 14, 2026 | 21,761 | $107.23K | Jan 14, 2026 | Restricted stock vesting under a registered plan |
| Gonzales Jeffrey Officer | Jan 14, 2026 | 6,218 | $30.64K | Jan 14, 2026 | Restricted stock vesting under a registered plan |
| Donohoe Bryan Officer | Jan 31, 2025 | 23,465 | $133.23K | Jan 31, 2025 | Restricted stock vesting under a registered plan |
| Feingold Anton Officer | Jan 31, 2025 | 7,615 | $43.26K | Jan 31, 2025 | Restricted stock vesting under a registered plan |
| Gonzales Jeffrey Officer | Jan 31, 2025 | 4,020 | $22.84K | Jan 31, 2025 | Restricted stock vesting under a registered plan |
| Donohoe Bryan Officer | Jan 30, 2024 | 18,868 | $194.67K | Jan 30, 2024 | Restricted stock vesting under a registered plan |
| Feingold Anton Officer | Jan 29, 2024 | 5,890 | $61.11K | Jan 29, 2024 | Restricted stock vesting under a registered plan |