Integrated Wealth Concepts’s Ares Commercial Real Estate ACRE Stock Holding History

Integrated Wealth Concepts’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	$12.5K	Buy	+2,787	New	+$13.8K	﹤0.01%	4425

Other funds holding ACRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Integrated Wealth Concepts's ACRE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Ares Commercial Real Estate (ACRE) in Q2 2026: 2,787 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #4425 among its holdings.

142 funds tracked by Wall St. Rank hold ACRE as of Q2 2026.

Integrated Wealth Concepts held 2,787 shares of Ares Commercial Real Estate worth $12.5K as of Q2 2026.
Ares Commercial Real Estate was a new Integrated Wealth Concepts position in Q2 2026.
Ares Commercial Real Estate made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4425 holding.
142 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2026.

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