FFA
ACRE

Farther Finance Advisors’s Ares Commercial Real Estate ACRE Stock Holding History

Farther Finance 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 		$179K Buy
37,928
+11,419
+43% +$57.2K ﹤0.01% 2088
2025
Q4 		$127K Buy
26,509
+2,050
+8% +$9.96K ﹤0.01% 2200
2025
Q3 		$110K Buy
24,459
+35
+0.1% +$163 ﹤0.01% 1989
2025
Q2 		$117K Buy
24,424
+8,323
+52% +$36.9K ﹤0.01% 1682
2025
Q1 		$73.1K Buy
16,101
+1,800
+13% +$9.53K ﹤0.01% 1688
2024
Q4 		$84.2K Buy
14,301
+11,801
+472% +$79.5K ﹤0.01% 1385
2024
Q3 		$17.5K Buy
+2,500
New +$17.9K ﹤0.01% 2145
2024
Q2 		– Sell
-30
Closed -$218 – 3813
2024
Q1 		$218 Buy
30
+28
+1,400% +$244 ﹤0.01% 3250
2023
Q4 		$21 Buy
+2
New +$20 ﹤0.01% 3454

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