Focus Partners Wealth
ACRE

Focus Partners Wealth’s Ares Commercial Real Estate ACRE Stock Holding History

Focus Partners 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 		$2.82M Buy
627,277
+40,685
+7% +$201K ﹤0.01% 1202
2026
Q1 		$2.82M Buy
586,592
+75,917
+15% +$380K ﹤0.01% 1164
2025
Q4 		$2.44M Buy
+510,675
New +$2.48M ﹤0.01% 1234

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Focus Partners Wealth's ACRE Position: Q2 2026 in Review

Focus Partners Wealth increased its Ares Commercial Real Estate (ACRE) stake by 6.9% in Q2 2026, buying an estimated $201K and bringing the position to 627,277 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Focus Partners Wealth first reported a position in ACRE in Q4 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

  • Focus Partners Wealth held 627,277 shares of Ares Commercial Real Estate worth $2.82M as of Q2 2026.
  • Focus Partners Wealth bought 40,685 Ares Commercial Real Estate shares in Q2 2026, an estimated $201K.
  • Ares Commercial Real Estate made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1202 holding.
  • Focus Partners Wealth first reported a position in Ares Commercial Real Estate in Q4 2025 and has held it in 3 quarters since.
  • 142 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.