IBOK
ACRE

Independence Bank of Kentucky’s Ares Commercial Real Estate ACRE Stock Holding History

Independence Bank of Kentucky’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
2023
Q1 		– Sell
-2,315
Closed -$24K – 426
2022
Q4 		$24K Buy
+2,315
New +$26.6K 0.01% 309

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Independence Bank of Kentucky's ACRE Position: Q1 2023 in Review

Independence Bank of Kentucky sold out of Ares Commercial Real Estate (ACRE) in Q1 2023, closing a stake of 2,315 shares — an estimated $24K sold.

Independence Bank of Kentucky first reported a position in ACRE in Q4 2022 and held it in 1 quarter. The position peaked at $24K in Q4 2022. 134 funds tracked by Wall St. Rank hold ACRE as of Q1 2023.

  • Independence Bank of Kentucky reported no remaining Ares Commercial Real Estate position as of Q1 2023 after selling out during the quarter.
  • Independence Bank of Kentucky sold 2,315 Ares Commercial Real Estate shares in Q1 2023, an estimated $24K.
  • Independence Bank of Kentucky first reported a position in Ares Commercial Real Estate in Q4 2022 and held it in 1 quarter.
  • Independence Bank of Kentucky's Ares Commercial Real Estate position peaked at $24K in Q4 2022.
  • 134 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q1 2023.

Based on Independence Bank of Kentucky's 13F filing for Q1 2023, filed 6 Apr 2023.