CG
ACRE

CFO4Life Group’s Ares Commercial Real Estate ACRE Stock Holding History

CFO4Life Group’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 		– Sell
-17,000
Closed -$81.3K – 212
2025
Q4 		$81.3K Hold
17,000
– – 0.01% 238
2025
Q3 		$76.7K Hold
17,000
– – 0.01% 231
2025
Q2 		$81.1K Hold
17,000
– – 0.01% 225
2025
Q1 		$78.7K Hold
17,000
– – 0.01% 219
2024
Q4 		$100K Buy
17,000
+3,000
+21% +$20.2K 0.02% 216
2024
Q3 		$98K Hold
14,000
– – 0.02% 217
2024
Q2 		$93.1K Buy
14,000
+4,000
+40% +$27.7K 0.02% 201
2024
Q1 		$74.5K Hold
10,000
– – 0.01% 196
2023
Q4 		$104K Hold
10,000
– – 0.02% 180
2023
Q3 		$95.2K Hold
10,000
– – 0.02% 163
2023
Q2 		$102K Hold
10,000
– – 0.02% 171
2023
Q1 		$90.9K Buy
+10,000
New +$109K 0.02% 162

Other funds holding ACRE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $2.67B AUM 26.77% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AGM
Alpine Global Management New York $658M AUM 20.22% 1-Year Est. Return