1WA
ACRE

180 Wealth Advisors’s Ares Commercial Real Estate ACRE Stock Holding History

180 Wealth Advisors’s Portfolio ACRE Stock Details ACRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.2K Hold
10,258
– – ﹤0.01% 486
2026
Q1 		$49.2K Hold
10,258
– – 0.01% 472
2025
Q4 		$49K Buy
+10,258
New +$49.9K 0.01% 470

Other funds holding ACRE

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return