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
Q2 		$1.05K Buy
233
+28
+14% +$138 ﹤0.01% 3943
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 $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

EverSource Wealth Advisors's ACRE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Ares Commercial Real Estate (ACRE) stake by 14% in Q2 2026, buying an estimated $138 and bringing the position to 233 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3943.

EverSource Wealth Advisors first reported a position in ACRE in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.94K in Q4 2024. 142 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

  • EverSource Wealth Advisors held 233 shares of Ares Commercial Real Estate worth $1.05K as of Q2 2026.
  • EverSource Wealth Advisors bought 28 Ares Commercial Real Estate shares in Q2 2026, an estimated $138.
  • Ares Commercial Real Estate made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3943 holding.
  • EverSource Wealth Advisors first reported a position in Ares Commercial Real Estate in Q4 2022 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Ares Commercial Real Estate position peaked at $2.94K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.