AWG
ACRE

Altus Wealth Group’s Ares Commercial Real Estate ACRE Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-500
Closed -$6K – 177
2020
Q4 		$6K Buy
+500
New +$5.34K 0.01% 614

Other funds holding ACRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Altus Wealth Group's ACRE Position: Q1 2021 in Review

Altus Wealth Group sold out of Ares Commercial Real Estate (ACRE) in Q1 2021, closing a stake of 500 shares — an estimated $6K sold.

Altus Wealth Group first reported a position in ACRE in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 133 funds tracked by Wall St. Rank hold ACRE as of Q1 2021.

  • Altus Wealth Group reported no remaining Ares Commercial Real Estate position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 500 Ares Commercial Real Estate shares in Q1 2021, an estimated $6K.
  • Altus Wealth Group first reported a position in Ares Commercial Real Estate in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Ares Commercial Real Estate position peaked at $6K in Q4 2020.
  • 133 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.