AF
ACR

Allworth Financial’s ACRES Commercial Realty ACR Stock Holding History

Allworth Financial’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 		$232 Buy
13
+3
+30% +$59 ﹤0.01% 4938
2026
Q1 		$194 Buy
10
+4
+67% +$77 ﹤0.01% 4925
2025
Q4 		$129 Hold
6
– – ﹤0.01% 4753
2025
Q3 		$127 Buy
+6
New +$119 ﹤0.01% 4652

Other funds holding ACR

EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Allworth Financial's ACR Position: Q2 2026 in Review

Allworth Financial increased its ACRES Commercial Realty (ACR) stake by 30% in Q2 2026, buying an estimated $59 and bringing the position to 13 shares worth $232. The position accounts for ﹤0.01% of the portfolio, ranked #4938.

Allworth Financial first reported a position in ACR in Q3 2025 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold ACR as of Q2 2026.

  • Allworth Financial held 13 shares of ACRES Commercial Realty worth $232 as of Q2 2026.
  • Allworth Financial bought 3 ACRES Commercial Realty shares in Q2 2026, an estimated $59.
  • ACRES Commercial Realty made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4938 holding.
  • Allworth Financial first reported a position in ACRES Commercial Realty in Q3 2025 and has held it in 4 quarters since.
  • 66 funds tracked by Wall St. Rank held ACRES Commercial Realty as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.