Insider Trading February 19, 2026

Eagle Point affiliates dispose of $18,890 in ACRES Commercial Realty preferred shares

Ten-percent owners sell small blocks of Series C and D preferred stock across three days in February 2026 as the REIT trades below book value

By Hana Yamamoto ACR
Eagle Point affiliates dispose of $18,890 in ACRES Commercial Realty preferred shares
ACR

Eagle Point Credit Management LLC and Eagle Point DIF GP I LLC, each identified as ten percent owners of ACRES Commercial Realty Corp (ACR), sold a combined $18,890 of the REIT's preferred stock between February 17 and February 19, 2026. The trades included disposals of both 7.875% Series D and 8.625% Series C preferred shares. At the time of the transactions ACR was trading at $18.63 with a market capitalization of $130.45 million and a price-to-book ratio of 0.3. Post-transaction holdings for the two Eagle Point entities remain sizable across preferred and common shares.

Key Points

  • Eagle Point Credit Management LLC and Eagle Point DIF GP I LLC, each ten percent owners of ACRES Commercial Realty Corp, sold preferred stock totaling $18,890 between February 17 and February 19, 2026.
  • Trades comprised 273 shares of 7.875% Series D Preferred at $22.20 on Feb. 17; 409 shares of 8.625% Series C Preferred at $25.20 on Feb. 18; and 100 shares of 8.625% Series C Preferred at $25.23 on Feb. 19.
  • At the time of the reported sales, ACR traded at $18.63 with a market capitalization of $130.45 million and a low price-to-book ratio of 0.3; the company was noted in a valuation analysis as appearing undervalued relative to its Fair Value.

Eagle Point Credit Management LLC and Eagle Point DIF GP I LLC - each listed as ten percent owners of ACRES Commercial Realty Corp (NASDAQ: ACR) - reported the sale of preferred stock in the REIT totaling $18,890. The dispositions occurred over a three-day span, from February 17 through February 19, 2026.

The filings detail transactions in both the 7.875% Series D Preferred Stock and the 8.625% Series C Preferred Stock. On February 17, a block of 273 shares of the Series D preferred was sold at $22.20 per share. The following day, February 18, 409 shares of the Series C preferred were sold at $25.20 per share. A final recorded sale on February 19 shows 100 shares of the Series C preferred disposed of at $25.23 per share.

Collectively the sales amount to $18,890. After these transactions, the two Eagle Point entities continue to hold substantial indirect positions in ACRES Commercial Realty Corp, including 745,819 shares of 7.875% Series D Preferred Stock, 355,048 shares of 8.625% Series C Preferred Stock, and 1,177,060 shares of common stock with $0.001 par value.

At the time the trades were reported, ACR was trading at $18.63, with a market capitalization of $130.45 million. The company was noted to be trading at a price-to-book ratio of 0.3. A valuation analysis cited in the report flagged the stock as appearing undervalued relative to its Fair Value and listed it among opportunities classified as most undervalued.

The transactions recorded here reflect modest dollar volumes relative to Eagle Point's remaining holdings and to the overall market capitalization cited. Investors seeking additional company-level research can consult subscription-based research products that provide deeper, report-level analysis on ACR and its capital structure.


Context and implications

These insider-form disclosures document routine sales of preferred securities by large holders and leave the two Eagle Point entities with meaningful stakes across both preferred and common equity in ACRES Commercial Realty Corp. The filings do not state a rationale for the sales, and they do not affect the documented remaining holdings.

Risks

  • The filings do not provide reasons for the sales, leaving investor interpretation of insider intent unclear - this uncertainty affects investor sentiment in the real estate investment trust sector.
  • Preferred-share transactions by large holders can influence liquidity and perceived capital structure risk for the issuer - relevant for fixed-income and REIT market participants.
  • The report references a valuation analysis that classifies the stock as undervalued, but valuation assessments are model-dependent and may not reflect near-term market pricing - this is a risk for value-focused investors.

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