HGERS
ACRE

Householder Group Estate & Retirement Specialist’s Ares Commercial Real Estate ACRE Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q3 		– Sell
-795
Closed -$5K – 1141
2024
Q2 		$5K Buy
+795
New +$5.5K ﹤0.01% 925

Other funds holding ACRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DIA
Dana Investment Advisors Waukesha, Wisconsin $3.35B AUM 29.65% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ACRE Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Ares Commercial Real Estate (ACRE) in Q3 2024, closing a stake of 795 shares — an estimated $5K sold.

Householder Group Estate & Retirement Specialist first reported a position in ACRE in Q2 2024 and held it in 1 quarter. The position peaked at $5K in Q2 2024. 129 funds tracked by Wall St. Rank hold ACRE as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Ares Commercial Real Estate position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 795 Ares Commercial Real Estate shares in Q3 2024, an estimated $5K.
  • Householder Group Estate & Retirement Specialist first reported a position in Ares Commercial Real Estate in Q2 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Ares Commercial Real Estate position peaked at $5K in Q2 2024.
  • 129 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.