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ACRES Commercial Realty

ACR on NYSE. Market value $73m.

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Should I look at this?

We have not checked this company yet

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Who owns it

None of the long-term investors we follow own it. 66 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

5 investors own more than 5%.

  • at least 15.9%
    (filed with 2 related holders)
    Since 31 March 2025
  • Martin Reasoner
    Insider or founder
    11.4%
    Since 6 August 2026
    What they said

    (a) See Item 3 for a discussion of the Merger. (b) See Item 3 for a discussion of the Merger. (c) Not applicable (d) Not applicable (e) Not applicable (f) Not applicable (g) Not applicable (h) Not applicable (i) Not applicable (j) Not applicable

    Read the filing
  • Mark Fogel
    Insider or founder
    10.8%
    Since 6 August 2026
    What they said

    (a) See Item 3 for a discussion of the Merger. (b) See Item 3 for a discussion of the Merger. (c) Not applicable (d) Not applicable (e) Not applicable (f) Not applicable (g) Not applicable (h) Not applicable (i) Not applicable (j) Not applicable

    Read the filing
  • Andrew Fentress
    Insider or founder
    at least 8.0%
    (filed with 3 related holders)
    Since 6 August 2026
    What they said

    (a) See Item 3 for a discussion of the Merger. (b) See Item 3 for a discussion of the Merger. (c) Not applicable (d) Not applicable (e) Not applicable (f) Not applicable (g) Not applicable (h) Not applicable (i) Not applicable (j) Not applicable

    Read the filing
  • BlackRock, Inc.
    Passive investor
    5.2%−1.2 pts
    Since 30 June 2026
  • ACRES Share Holdings, LLC
    Sold down below 5%
    Since 6 August 2026
    What they said

    As previously reported, on April 29, 2026, ACRES Commercial Realty Corp. (the "Company") and ACRES Holdings Sub LLC ("Merger Sub"), a subsidiary of the Company, on the one hand, and ACRES Capital Corp ("ACC") and ACRES Capital, LLC, a subsidiary of ACC and the external manager…

    Read the filing
  • The Vanguard Group
    Passive investor
    Sold down below 5%
    Since 13 March 2026
  • OCM XAN Holdings PT, LLC
    Passive investor
    Sold down below 5%
    Since 31 December 2025

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought shares on the open market in the last 12 months. 1 sold $20,002.

  • BRYANT DAVID J
    Director
    Sold
    Date
    10 September 2026
    Shares
    1,440
    Price
    $13.89
    Value
    $20,002

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the serious warning signs we check for were found. 1 thing worth knowing.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 10 Mar 2026, plus the 10-Q filed 4 Aug 2026 and 10 later 8-Ks.

  • Changed auditor

    Worth knowing

    The company changed its auditor (the firm that checks its books) in the last two years.

    “On April 27, 2026, the Audit Committee (the “Audit Committee”) of the Board of Directors of ACRES Commercial Realty Corp. (the “Company”) determined to dismiss Ernst & Young LLP (“EY”) as the Company’s independent registered public accounting firm, effective upon filing the Company’s Form 10-Q for the quarter ended March 31, 2026.”

    From an 8-K filed 30 April 2026: Change of auditor. Read it in the filing

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.