AI
ACRE

AXS Investments’s Ares Commercial Real Estate ACRE Stock Holding History

AXS Investments’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
2024
Q4 		– Sell
-258,288
Closed -$1.81M – 218
2024
Q3 		$1.81M Sell
258,288
-9,378
-4% -$67.3K 0.48% 63
2024
Q2 		$1.78M Buy
267,666
+51,926
+24% +$359K 0.5% 76
2024
Q1 		$1.61M Sell
215,740
-21,307
-9% -$185K 0.39% 79
2023
Q4 		$2.46M Sell
237,047
-22,863
-9% -$225K 0.59% 39
2023
Q3 		$2.47M Buy
+259,910
New +$2.67M 0.64% 43

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AXS Investments's ACRE Position: Q4 2024 in Review

AXS Investments sold out of Ares Commercial Real Estate (ACRE) in Q4 2024, closing a stake of 258,288 shares — an estimated $1.81M sold.

AXS Investments first reported a position in ACRE in Q3 2023 and held it in 5 quarters. The position peaked at $2.47M in Q3 2023. 132 funds tracked by Wall St. Rank hold ACRE as of Q4 2024.

  • AXS Investments reported no remaining Ares Commercial Real Estate position as of Q4 2024 after selling out during the quarter.
  • AXS Investments sold 258,288 Ares Commercial Real Estate shares in Q4 2024, an estimated $1.81M.
  • AXS Investments first reported a position in Ares Commercial Real Estate in Q3 2023 and held it in 5 quarters.
  • AXS Investments's Ares Commercial Real Estate position peaked at $2.47M in Q3 2023.
  • 132 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q4 2024.

Based on AXS Investments's 13F filing for Q4 2024, filed 10 Feb 2025.