Fidelity Investments
ACRE

Fidelity Investments’s Ares Commercial Real Estate ACRE Stock Holding History

Fidelity Investments’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 		$35.2K Buy
7,816
+1,660
+27% +$8.19K ﹤0.01% 4453
2026
Q1 		$29.6K Sell
6,156
-746
-11% -$3.74K ﹤0.01% 4357
2025
Q4 		$33K Buy
6,902
+64
+0.9% +$311 ﹤0.01% 4281
2025
Q3 		$30.8K Buy
6,838
+227
+3% +$1.05K ﹤0.01% 4176
2025
Q2 		$31.5K Sell
6,611
-878
-12% -$3.9K ﹤0.01% 4106
2025
Q1 		$34.7K Buy
7,489
+1,486
+25% +$7.87K ﹤0.01% 4016
2024
Q4 		$35.4K Sell
6,003
-1,738
-22% -$11.7K ﹤0.01% 3999
2024
Q3 		$54.2K Buy
7,741
+5,252
+211% +$37.7K ﹤0.01% 3750
2024
Q2 		$16.6K Buy
2,489
+1,924
+341% +$13.3K ﹤0.01% 4144
2024
Q1 		$4.21K Sell
565
-3,990
-88% -$34.7K ﹤0.01% 4556
2023
Q4 		$47.2K Buy
4,555
+1,454
+47% +$14.3K ﹤0.01% 3542
2023
Q3 		$29.5K Buy
3,101
+800
+35% +$8.23K ﹤0.01% 3609
2023
Q2 		$23.4K Sell
2,301
-24,041
-91% -$219K ﹤0.01% 3779
2023
Q1 		$239K Buy
26,342
+1,765
+7% +$19.3K ﹤0.01% 2918
2022
Q4 		$253K Sell
24,577
-58,492
-70% -$672K ﹤0.01% 2940
2022
Q3 		$868K Buy
83,069
+82,541
+15,633% +$1.07M ﹤0.01% 2643
2022
Q2 		$6K Sell
528
-379
-42% -$5.5K ﹤0.01% 4236
2022
Q1 		$14K Buy
907
+901
+15,017% +$13.2K ﹤0.01% 4123
2021
Q4 		$0 Hold
6
– – ﹤0.01% 4265
2021
Q3 		$0 Hold
6
– – ﹤0.01% 4265
2021
Q2 		$0 Sell
6
-2,994
-100% -$44.9K ﹤0.01% 4172
2021
Q1 		$41K Buy
3,000
+2,999
+299,900% +$39.2K ﹤0.01% 3090
2020
Q4 		$0 Buy
+1
New +$11 ﹤0.01% 3785
2020
Q2 		– Sell
-182
Closed -$1K – 3537
2020
Q1 		$1K Sell
182
-374
-67% -$5.3K ﹤0.01% 3455
2019
Q4 		$9K Hold
556
– – ﹤0.01% 3282
2019
Q3 		$8K Sell
556
-165
-23% -$2.52K ﹤0.01% 3276
2019
Q2 		$11K Buy
721
+527
+272% +$7.96K ﹤0.01% 3206
2019
Q1 		$3K Buy
+194
New +$2.83K ﹤0.01% 3339

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

Fidelity Investments's ACRE Position: Q2 2026 in Review

Fidelity Investments increased its Ares Commercial Real Estate (ACRE) stake by 27% in Q2 2026, buying an estimated $8.19K and bringing the position to 7,816 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4453.

Fidelity Investments first reported a position in ACRE in Q1 2019 and has held it in 28 quarters since. The position peaked at $868K in Q3 2022. 141 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

  • Fidelity Investments held 7,816 shares of Ares Commercial Real Estate worth $35.2K as of Q2 2026.
  • Fidelity Investments bought 1,660 Ares Commercial Real Estate shares in Q2 2026, an estimated $8.19K.
  • Ares Commercial Real Estate made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4453 holding.
  • Fidelity Investments first reported a position in Ares Commercial Real Estate in Q1 2019 and has held it in 28 quarters since.
  • Fidelity Investments's Ares Commercial Real Estate position peaked at $868K in Q3 2022.
  • 141 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.