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
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 1.15% 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 $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