Creative Planning’s Ares Commercial Real Estate ACRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,675
| Closed | -$92.3K | – | 3431 |
|
|
2024
Q4 | $92.3K | Sell |
15,675
-7,511
| -32% | -$44.2K | ﹤0.01% | 3156 |
|
|
2024
Q3 | $162K | Sell |
23,186
-12,003
| -34% | -$84K | ﹤0.01% | 2908 |
|
|
2024
Q2 | $234K | Buy |
+35,189
| New | +$234K | ﹤0.01% | 2547 |
|
|
2024
Q1 | – | Sell |
-16,104
| Closed | -$167K | – | 2848 |
|
|
2023
Q4 | $167K | Buy |
16,104
+612
| +4% | +$6.34K | ﹤0.01% | 2479 |
|
|
2023
Q3 | $147K | Sell |
15,492
-1,994
| -11% | -$19K | ﹤0.01% | 2313 |
|
|
2023
Q2 | $177K | Buy |
+17,486
| New | +$177K | ﹤0.01% | 2232 |
|
|
2014
Q2 | – | Sell |
-431
| Closed | -$6K | – | 3624 |
|
|
2014
Q1 | $6K | Buy |
+431
| New | +$6K | ﹤0.01% | 2915 |
|