BRWA
ACRE

B. Riley Wealth Advisors’s Ares Commercial Real Estate ACRE Stock Holding History

B. Riley Wealth Advisors’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
2023
Q3 		– Sell
-10,646
Closed -$112K – 1450
2023
Q2 		$112K Buy
+10,646
New +$97.2K ﹤0.01% 1422

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Advisors's ACRE Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Ares Commercial Real Estate (ACRE) in Q3 2023, closing a stake of 10,646 shares — an estimated $112K sold.

B. Riley Wealth Advisors first reported a position in ACRE in Q2 2023 and held it in 1 quarter. The position peaked at $112K in Q2 2023. 139 funds tracked by Wall St. Rank hold ACRE as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Ares Commercial Real Estate position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,646 Ares Commercial Real Estate shares in Q3 2023, an estimated $112K.
  • B. Riley Wealth Advisors first reported a position in Ares Commercial Real Estate in Q2 2023 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Ares Commercial Real Estate position peaked at $112K in Q2 2023.
  • 139 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.