Creative Planning
ACRE

Creative Planning’s Ares Commercial Real Estate ACRE Stock Holding History

Creative Planning’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 		– Sell
-15,675
Closed -$92.3K – 3459
2024
Q4 		$92.3K Sell
15,675
-7,511
-32% -$50.6K ﹤0.01% 3168
2024
Q3 		$162K Sell
23,186
-12,003
-34% -$86.2K ﹤0.01% 2908
2024
Q2 		$234K Buy
+35,189
New +$243K ﹤0.01% 2560
2024
Q1 		– Sell
-16,104
Closed -$167K – 2918
2023
Q4 		$167K Buy
16,104
+612
+4% +$6.03K ﹤0.01% 2487
2023
Q3 		$147K Sell
15,492
-1,994
-11% -$20.5K ﹤0.01% 2322
2023
Q2 		$177K Buy
+17,486
New +$160K ﹤0.01% 2242
2014
Q2 		– Sell
-431
Closed -$6K – 3753
2014
Q1 		$6K Buy
+431
New +$5.77K ﹤0.01% 2977

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

Creative Planning's ACRE Position: Q1 2025 in Review

Creative Planning sold out of Ares Commercial Real Estate (ACRE) in Q1 2025, closing a stake of 15,675 shares — an estimated $92.3K sold.

Creative Planning first reported a position in ACRE in Q1 2014 and held it in 7 quarters. The position peaked at $234K in Q2 2024. 128 funds tracked by Wall St. Rank hold ACRE as of Q1 2025.

  • Creative Planning reported no remaining Ares Commercial Real Estate position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 15,675 Ares Commercial Real Estate shares in Q1 2025, an estimated $92.3K.
  • Creative Planning first reported a position in Ares Commercial Real Estate in Q1 2014 and held it in 7 quarters.
  • Creative Planning's Ares Commercial Real Estate position peaked at $234K in Q2 2024.
  • 128 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.