AF
ACRE

Allworth Financial’s Ares Commercial Real Estate ACRE Stock Holding History

Allworth Financial’s Portfolio ACRE Stock Details ACRE Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$880 Buy
2025
Q1 		– Sell
2024
Q4 		$625 Buy
2024
Q1 		– Sell
2023
Q4 		$850 Buy
2023
Q3 		$353 Hold
2023
Q2 		$376 Sell
2023
Q1 		$1.63K Hold
2022
Q4 		$1.84K Sell
2022
Q3 		$12K Buy