EWA
ACRE

EverSource Wealth Advisors’s Ares Commercial Real Estate ACRE Stock Holding History

EverSource Wealth Advisors’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 		$984 Buy
205
+74
+56% +$371 ﹤0.01% 3859
2025
Q4 		$626 Buy
131
+97
+285% +$472 ﹤0.01% 3824
2025
Q3 		$153 Sell
34
-41
-55% -$190 ﹤0.01% 4143
2025
Q2 		$358 Sell
75
-207
-73% -$919 ﹤0.01% 3969
2025
Q1 		$1.31K Sell
282
-218
-44% -$1.15K ﹤0.01% 3121
2024
Q4 		$2.94K Buy
500
+295
+144% +$1.99K ﹤0.01% 2565
2024
Q3 		$1.44K Hold
205
– – ﹤0.01% 2628
2024
Q2 		$1.58K Buy
+205
New +$1.42K ﹤0.01% 2621
2023
Q2 		– Sell
-85
Closed -$773 – 2491
2023
Q1 		$773 Hold
85
– – ﹤0.01% 2163
2022
Q4 		$875 Buy
+85
New +$977 ﹤0.01% 2125

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