CI
ACRE

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

Cavalier 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
2020
Q1 		– Sell
-16,600
Closed -$263K – 112
2019
Q4 		$263K Buy
+16,600
New +$257K 0.11% 122

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
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Cavalier Investments's ACRE Position: Q1 2020 in Review

Cavalier Investments sold out of Ares Commercial Real Estate (ACRE) in Q1 2020, closing a stake of 16,600 shares — an estimated $263K sold.

Cavalier Investments first reported a position in ACRE in Q4 2019 and held it in 1 quarter. The position peaked at $263K in Q4 2019. 129 funds tracked by Wall St. Rank hold ACRE as of Q1 2020.

  • Cavalier Investments reported no remaining Ares Commercial Real Estate position as of Q1 2020 after selling out during the quarter.
  • Cavalier Investments sold 16,600 Ares Commercial Real Estate shares in Q1 2020, an estimated $263K.
  • Cavalier Investments first reported a position in Ares Commercial Real Estate in Q4 2019 and held it in 1 quarter.
  • Cavalier Investments's Ares Commercial Real Estate position peaked at $263K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q1 2020.

Based on Cavalier Investments's 13F filing for Q1 2020, filed 6 May 2020.