BFWM
ACRE

Bright Futures Wealth Management’s Ares Commercial Real Estate ACRE Stock Holding History

Bright Futures Wealth Management’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
2025
Q1 		$384K Buy
107,933
+11,569
+12% +$61.2K 0.42% 73
2024
Q4 		$543K Buy
96,364
+4,369
+5% +$29.4K 0.48% 60
2024
Q3 		$595K Sell
91,995
-1,967
-2% -$14.1K 0.29% 103
2024
Q2 		$694K Buy
93,962
+9,464
+11% +$65.5K 0.38% 79
2024
Q1 		$564K Buy
+84,498
New +$735K 0.3% 93

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 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
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bright Futures Wealth Management's ACRE Position: Q1 2025 in Review

Bright Futures Wealth Management increased its Ares Commercial Real Estate (ACRE) stake by 12% in Q1 2025, buying an estimated $61.2K and bringing the position to 107,933 shares worth $384K. The position accounts for 0.42% of the portfolio, ranked #73.

Bright Futures Wealth Management first reported a position in ACRE in Q1 2024 and has held it in 5 quarters since. The position peaked at $694K in Q2 2024. 128 funds tracked by Wall St. Rank hold ACRE as of Q1 2025.

  • Bright Futures Wealth Management held 107,933 shares of Ares Commercial Real Estate worth $384K as of Q1 2025.
  • Bright Futures Wealth Management bought 11,569 Ares Commercial Real Estate shares in Q1 2025, an estimated $61.2K.
  • Ares Commercial Real Estate made up 0.42% of Bright Futures Wealth Management's portfolio in Q1 2025, its #73 holding.
  • Bright Futures Wealth Management first reported a position in Ares Commercial Real Estate in Q1 2024 and has held it in 5 quarters since.
  • Bright Futures Wealth Management's Ares Commercial Real Estate position peaked at $694K in Q2 2024.
  • 128 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q1 2025.

Based on Bright Futures Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.