Access Investment Management’s Ares Commercial Real Estate ACRE Stock Holding History

Access Investment Management’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	$455K	Sell	101,200 -11,500	-10%	-$56.7K	0.12%	69
2026 Q1	$541K	Buy	112,700 +27,000	+32%	+$135K	0.14%	66
2025 Q4	$387K	Hold	85,700	–	–	0.1%	66
2025 Q3	$387K	Hold	85,700	–	–	0.1%	66
2025 Q2	$409K	Buy	+85,700	New	+$380K	0.12%	66
2024 Q4	$505K	Hold	85,700	–	–	0.15%	65
2024 Q3	$600K	Hold	85,700	–	–	0.18%	66
2024 Q2	$570K	Buy	85,700 +11,500	+15%	+$79.6K	0.19%	66
2024 Q1	$553K	Sell	74,200 -45,190	-38%	-$393K	0.18%	68
2023 Q4	$1.24M	Buy	+119,390	New	+$1.18M	0.46%	40

Other funds holding ACRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LIP

Lighthouse Investment Partners Palm Beach Gardens, Florida $3.66B AUM 32.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Access Investment Management's ACRE Position: Q2 2026 in Review

Access Investment Management reduced its Ares Commercial Real Estate (ACRE) stake by 10% in Q2 2026, selling an estimated $56.7K and leaving 101,200 shares worth $455K. The position accounts for 0.12% of the portfolio, ranked #69.

Access Investment Management first reported a position in ACRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q4 2023. 142 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

Access Investment Management held 101,200 shares of Ares Commercial Real Estate worth $455K as of Q2 2026.
Access Investment Management sold 11,500 Ares Commercial Real Estate shares in Q2 2026, an estimated $56.7K.
Ares Commercial Real Estate made up 0.12% of Access Investment Management's portfolio in Q2 2026, its #69 holding.
Access Investment Management first reported a position in Ares Commercial Real Estate in Q4 2023 and has held it in 10 quarters since.
Access Investment Management's Ares Commercial Real Estate position peaked at $1.24M in Q4 2023.
142 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.