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
Q2 		$157K Buy
34,811
+3,849
+12% +$19K ﹤0.01% 1789
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CC
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

AE Wealth Management's ACRE Position: Q2 2026 in Review

AE Wealth Management increased its Ares Commercial Real Estate (ACRE) stake by 12% in Q2 2026, buying an estimated $19K and bringing the position to 34,811 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

AE Wealth Management first reported a position in ACRE in Q4 2019 and has held it in 5 quarters since. The position peaked at $451K in Q4 2019. 142 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

  • AE Wealth Management held 34,811 shares of Ares Commercial Real Estate worth $157K as of Q2 2026.
  • AE Wealth Management bought 3,849 Ares Commercial Real Estate shares in Q2 2026, an estimated $19K.
  • Ares Commercial Real Estate made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1789 holding.
  • AE Wealth Management first reported a position in Ares Commercial Real Estate in Q4 2019 and has held it in 5 quarters since.
  • AE Wealth Management's Ares Commercial Real Estate position peaked at $451K in Q4 2019.
  • 142 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

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