IFWM
ACRE

Institute for Wealth Management’s Ares Commercial Real Estate ACRE Stock Holding History

Institute for Wealth Management’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 		– Sell
-13,244
Closed -$63.3K – 544
2025
Q4 		$63.3K Buy
13,244
+2,000
+18% +$9.72K 0.01% 539
2025
Q3 		$50.7K Hold
11,244
– – 0.01% 557
2025
Q2 		$53.6K Sell
11,244
-3,000
-21% -$13.3K 0.01% 560
2025
Q1 		$66K Hold
14,244
– – 0.01% 526
2024
Q4 		$83.9K Hold
14,244
– – 0.01% 504
2024
Q3 		$99.7K Sell
14,244
-2,865
-17% -$20.6K 0.01% 543
2024
Q2 		$114K Sell
17,109
-20,776
-55% -$144K 0.02% 497
2024
Q1 		$282K Buy
37,885
+16,070
+74% +$140K 0.04% 407
2023
Q4 		$226K Hold
21,815
– – 0.04% 431
2023
Q3 		$208K Buy
+21,815
New +$225K 0.04% 428

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
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
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $3.66B AUM 32.08% 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
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return

Institute for Wealth Management's ACRE Position: Q1 2026 in Review

Institute for Wealth Management sold out of Ares Commercial Real Estate (ACRE) in Q1 2026, closing a stake of 13,244 shares — an estimated $63.3K sold.

Institute for Wealth Management first reported a position in ACRE in Q3 2023 and held it in 10 quarters. The position peaked at $282K in Q1 2024. 138 funds tracked by Wall St. Rank hold ACRE as of Q1 2026.

  • Institute for Wealth Management reported no remaining Ares Commercial Real Estate position as of Q1 2026 after selling out during the quarter.
  • Institute for Wealth Management sold 13,244 Ares Commercial Real Estate shares in Q1 2026, an estimated $63.3K.
  • Institute for Wealth Management first reported a position in Ares Commercial Real Estate in Q3 2023 and held it in 10 quarters.
  • Institute for Wealth Management's Ares Commercial Real Estate position peaked at $282K in Q1 2024.
  • 138 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.