Carson Wealth (CWM LLC)
ACRE

Carson Wealth (CWM LLC)’s Ares Commercial Real Estate ACRE Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$68K Buy
14,172
+6,195
+78% +$31K ﹤0.01% 3571
2025
Q4 		$38K Buy
7,977
+973
+14% +$4.73K ﹤0.01% 3795
2025
Q3 		$32K Buy
7,004
+7
+0.1% +$33 ﹤0.01% 3832
2025
Q2 		$33K Buy
6,997
+3,396
+94% +$15.1K ﹤0.01% 3570
2025
Q1 		$17K Buy
3,601
+2,850
+379% +$15.1K ﹤0.01% 3778
2024
Q4 		$4K Buy
751
+413
+122% +$2.78K ﹤0.01% 4263
2024
Q3 		$2K Buy
338
+219
+184% +$1.57K ﹤0.01% 4340
2024
Q2 		$1K Sell
119
-306
-72% -$2.12K ﹤0.01% 4292
2024
Q1 		$3K Sell
425
-110
-21% -$957 ﹤0.01% 3812
2023
Q4 		$6K Buy
535
+201
+60% +$1.98K ﹤0.01% 3389
2023
Q3 		$3K Sell
334
-1,500
-82% -$15.4K ﹤0.01% 3624
2023
Q2 		$19K Sell
1,834
-4,988
-73% -$45.5K ﹤0.01% 2656
2023
Q1 		$62K Buy
6,822
+6,804
+37,800% +$74.4K ﹤0.01% 1748
2022
Q4 		$0 Sell
18
-37
-67% -$425 ﹤0.01% 3940
2022
Q3 		$1K Hold
55
– – ﹤0.01% 3587
2022
Q2 		$1K Sell
55
-68
-55% -$987 ﹤0.01% 3469
2022
Q1 		$2K Buy
+123
New +$1.81K ﹤0.01% 3120

Other funds holding ACRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $2.87B AUM 26.77% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ACRE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Ares Commercial Real Estate (ACRE) stake by 78% in Q1 2026, buying an estimated $31K and bringing the position to 14,172 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #3571.

Carson Wealth (CWM LLC) first reported a position in ACRE in Q1 2022 and has held it in 17 quarters since. 138 funds tracked by Wall St. Rank hold ACRE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,172 shares of Ares Commercial Real Estate worth $68K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,195 Ares Commercial Real Estate shares in Q1 2026, an estimated $31K.
  • Ares Commercial Real Estate made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3571 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ares Commercial Real Estate in Q1 2022 and has held it in 17 quarters since.
  • 138 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.