AWM
ACR

Abound Wealth Management’s ACRES Commercial Realty ACR Stock Holding History

Abound Wealth Management’s Portfolio ACR Stock Details ACR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51K Hold
85
– – ﹤0.01% 776
2026
Q1 		$1.64K Hold
85
– – ﹤0.01% 938
2025
Q4 		$1.81K Hold
85
– – ﹤0.01% 860
2025
Q3 		$1.8K Buy
+85
New +$1.68K ﹤0.01% 821

Other funds holding ACR

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Abound Wealth Management's ACR Position: Q2 2026 in Review

Abound Wealth Management held its ACRES Commercial Realty (ACR) position steady in Q2 2026 at 85 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Abound Wealth Management first reported a position in ACR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.81K in Q4 2025. 3 funds tracked by Wall St. Rank hold ACR as of Q2 2026.

  • Abound Wealth Management held 85 shares of ACRES Commercial Realty worth $1.51K as of Q2 2026.
  • Abound Wealth Management left its ACRES Commercial Realty share count unchanged in Q2 2026.
  • ACRES Commercial Realty made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #776 holding.
  • Abound Wealth Management first reported a position in ACRES Commercial Realty in Q3 2025 and has held it in 4 quarters since.
  • Abound Wealth Management's ACRES Commercial Realty position peaked at $1.81K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held ACRES Commercial Realty as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.