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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $2.67B AUM 26.77% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AGM
Alpine Global Management New York $658M AUM 20.22% 1-Year Est. Return