EW
ACRE

Evoke Wealth’s Ares Commercial Real Estate ACRE Stock Holding History

Evoke Wealth’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 		– Sell
-232,343
Closed -$1.15M – 12
2026
Q1 		$1.15M Buy
232,343
+81
+0% +$406 0.02% 257
2025
Q4 		$1.15M Buy
232,262
+4,936
+2% +$24K 0.02% 248
2025
Q3 		$1.06M Buy
227,326
+173,035
+319% +$804K 0.02% 245
2025
Q2 		$267K Buy
54,291
+283
+0.5% +$1.26K 0.01% 488
2025
Q1 		$258K Buy
54,008
+8
+0% +$42 0.01% 383
2024
Q4 		$332K Sell
54,000
-51,064
-49% -$344K 0.01% 326
2024
Q3 		$762K Buy
+105,064
New +$754K 0.02% 205
2024
Q2 		– Sell
-100,000
Closed -$770K – 110
2024
Q1 		$770K Buy
100,000
+46,000
+85% +$400K 0.02% 199
2023
Q4 		$577K Sell
54,000
-68,000
-56% -$669K 0.94% 22
2023
Q3 		$1.2M Hold
122,000
– – 0.04% 165
2023
Q2 		$1.28M Hold
122,000
– – 0.04% 145
2023
Q1 		$1.11M Buy
+122,000
New +$1.33M 0.04% 153

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

Evoke Wealth's ACRE Position: Q2 2026 in Review

Evoke Wealth sold out of Ares Commercial Real Estate (ACRE) in Q2 2026, closing a stake of 232,343 shares — an estimated $1.15M sold.

Evoke Wealth first reported a position in ACRE in Q1 2023 and held it in 12 quarters. The position peaked at $1.28M in Q2 2023. 142 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

  • Evoke Wealth reported no remaining Ares Commercial Real Estate position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 232,343 Ares Commercial Real Estate shares in Q2 2026, an estimated $1.15M.
  • Evoke Wealth first reported a position in Ares Commercial Real Estate in Q1 2023 and held it in 12 quarters.
  • Evoke Wealth's Ares Commercial Real Estate position peaked at $1.28M in Q2 2023.
  • 142 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.