BDO Wealth Advisors’s Ares Commercial Real Estate ACRE Stock Holding History

BDO 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 Q2	$112	Hold	11	–	–	﹤0.01%	966
2023 Q1	$100	Hold	11	–	–	﹤0.01%	1044
2022 Q4	$113	Hold	11	–	–	﹤0.01%	999
2022 Q3	$0	Hold	11	–	–	﹤0.01%	1015
2022 Q2	$0	Hold	11	–	–	﹤0.01%	1036
2022 Q1	$0	Hold	11	–	–	﹤0.01%	1053
2021 Q4	$0	Hold	11	–	–	﹤0.01%	1088
2021 Q3	$0	Hold	11	–	–	﹤0.01%	1047
2021 Q2	$0	Hold	11	–	–	﹤0.01%	1105
2021 Q1	$0	Hold	11	–	–	﹤0.01%	1150
2020 Q4	$0	Hold	11	–	–	﹤0.01%	919
2020 Q3	$0	Hold	11	–	–	﹤0.01%	863
2020 Q2	$0	Sell	11 -585	-98%	-$4.56K	﹤0.01%	685
2020 Q1	$4K	Buy	+596	New	+$8.45K	﹤0.01%	616

Other funds holding ACRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's ACRE Position: Q2 2023 in Review

BDO Wealth Advisors held its Ares Commercial Real Estate (ACRE) position steady in Q2 2023 at 11 shares worth $112. The position accounts for ﹤0.01% of the portfolio, ranked #966.

BDO Wealth Advisors first reported a position in ACRE in Q1 2020 and has held it in 14 quarters since. The position peaked at $4K in Q1 2020. 135 funds tracked by Wall St. Rank hold ACRE as of Q2 2023.

BDO Wealth Advisors held 11 shares of Ares Commercial Real Estate worth $112 as of Q2 2023.
BDO Wealth Advisors left its Ares Commercial Real Estate share count unchanged in Q2 2023.
Ares Commercial Real Estate made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #966 holding.
BDO Wealth Advisors first reported a position in Ares Commercial Real Estate in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Ares Commercial Real Estate position peaked at $4K in Q1 2020.
135 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.