Commonwealth Equity Services
ACRE

Commonwealth Equity Services’s Ares Commercial Real Estate ACRE Stock Holding History

Commonwealth Equity Services’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
Q2 		$356K Sell
79,043
-2,652
-3% -$13.1K ﹤0.01% 3623
2026
Q1 		$392K Hold
81,695
– – ﹤0.01% 3420
2025
Q4 		$391K Sell
81,695
-145
-0.2% -$705 ﹤0.01% 3408
2025
Q3 		$369K Sell
81,840
-7,711
-9% -$35.8K ﹤0.01% 3445
2025
Q2 		$427K Buy
89,551
+3,780
+4% +$16.8K ﹤0.01% 3285
2025
Q1 		$397K Buy
85,771
+12,220
+17% +$64.7K ﹤0.01% 3236
2024
Q4 		$433K Buy
73,551
+59,445
+421% +$400K ﹤0.01% 3081
2024
Q3 		$99K Sell
14,106
-1,234
-8% -$8.86K ﹤0.01% 3866
2024
Q2 		$102K Sell
15,340
-2,785
-15% -$19.3K ﹤0.01% 3809
2024
Q1 		$135K Buy
18,125
+2,174
+14% +$18.9K ﹤0.01% 3735
2023
Q4 		$165K Sell
15,951
-2,087
-12% -$20.5K ﹤0.01% 3578
2023
Q3 		$172K Buy
18,038
+835
+5% +$8.59K ﹤0.01% 3437
2023
Q2 		$175K Buy
17,203
+1,244
+8% +$11.4K ﹤0.01% 3444
2023
Q1 		$145K Buy
+15,959
New +$175K ﹤0.01% 3415

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
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $3.66B AUM 32.08% 1-Year Est. Return
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
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Commonwealth Equity Services's ACRE Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Ares Commercial Real Estate (ACRE) stake by 3.2% in Q2 2026, selling an estimated $13.1K and leaving 79,043 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #3623.

Commonwealth Equity Services first reported a position in ACRE in Q1 2023 and has held it in 14 quarters since. The position peaked at $433K in Q4 2024. 142 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

  • Commonwealth Equity Services held 79,043 shares of Ares Commercial Real Estate worth $356K as of Q2 2026.
  • Commonwealth Equity Services sold 2,652 Ares Commercial Real Estate shares in Q2 2026, an estimated $13.1K.
  • Ares Commercial Real Estate made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3623 holding.
  • Commonwealth Equity Services first reported a position in Ares Commercial Real Estate in Q1 2023 and has held it in 14 quarters since.
  • Commonwealth Equity Services's Ares Commercial Real Estate position peaked at $433K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.