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

Estate Planners 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
-3,500
Closed -$16.7K – 81
2025
Q4 		$16.7K Buy
+3,500
New +$17K 0.01% 226

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
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 $3.38T AUM 44.17% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $3.66B AUM 32.08% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return

Estate Planners Group's ACRE Position: Q1 2026 in Review

Estate Planners Group sold out of Ares Commercial Real Estate (ACRE) in Q1 2026, closing a stake of 3,500 shares — an estimated $16.7K sold.

Estate Planners Group first reported a position in ACRE in Q4 2025 and held it in 1 quarter. The position peaked at $16.7K in Q4 2025. 138 funds tracked by Wall St. Rank hold ACRE as of Q1 2026.

  • Estate Planners Group reported no remaining Ares Commercial Real Estate position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 3,500 Ares Commercial Real Estate shares in Q1 2026, an estimated $16.7K.
  • Estate Planners Group first reported a position in Ares Commercial Real Estate in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Ares Commercial Real Estate position peaked at $16.7K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.