AWM
ACRE

AE Wealth Management’s Ares Commercial Real Estate ACRE Stock Holding History

AE Wealth 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
Q1 		$149K Buy
30,962
+5,126
+20% +$25.7K ﹤0.01% 1677
2025
Q4 		$123K Buy
25,836
+1,847
+8% +$8.98K ﹤0.01% 1637
2025
Q3 		$108K Buy
+23,989
New +$111K ﹤0.01% 1548
2020
Q1 		– Sell
-28,476
Closed -$451K – 1109
2019
Q4 		$451K Buy
+28,476
New +$441K 0.01% 768

Other funds holding ACRE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $2.67B AUM 26.77% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AGM
Alpine Global Management New York $658M AUM 20.22% 1-Year Est. Return