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Avion Wealth’s ACRES Commercial Realty ACR Stock Holding History

Avion Wealth’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
Q3 		– Sell
-17
Closed – – 1386
2026
Q2 		$0 Hold
17
– – ﹤0.01% 1400
2026
Q1 		$0 Hold
17
– – ﹤0.01% 1197
2025
Q4 		$0 Hold
17
– – ﹤0.01% 1183
2025
Q3 		$0 Hold
17
– – ﹤0.01% 1147
2025
Q2 		$0 Buy
+17
New +$311 ﹤0.01% 1109

Other funds holding ACR

Eagle Point Credit Management
Eagle Point Credit Management Greenwich, Connecticut $56.4M AUM 18.94% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Avion Wealth's ACR Position: Q3 2026 in Review

Avion Wealth sold out of ACRES Commercial Realty (ACR) in Q3 2026, closing a stake of 17 shares.

Avion Wealth first reported a position in ACR in Q2 2025 and held it in 5 quarters. The position peaked at $0 in Q2 2026. 33 funds tracked by Wall St. Rank hold ACR as of Q3 2026.

  • Avion Wealth reported no remaining ACRES Commercial Realty position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 17 ACRES Commercial Realty shares in Q3 2026.
  • Avion Wealth first reported a position in ACRES Commercial Realty in Q2 2025 and held it in 5 quarters.
  • Avion Wealth's ACRES Commercial Realty position peaked at $0 in Q2 2026.
  • 33 funds tracked by Wall St. Rank held ACRES Commercial Realty as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.