Jones Financial Companies
ACRE

Jones Financial Companies’s Ares Commercial Real Estate ACRE Stock Holding History

Jones Financial Companies’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 		$6.58K Sell
1,382
-200
-13% -$1K ﹤0.01% 3740
2025
Q4 		$7.56K Buy
1,582
+200
+14% +$972 ﹤0.01% 3345
2025
Q3 		$6.59K Buy
1,382
+649
+89% +$3.01K ﹤0.01% 3258
2025
Q2 		$3.61K Hold
733
– – ﹤0.01% 3253
2025
Q1 		$3.44K Sell
733
-1,347
-65% -$7.13K ﹤0.01% 3080
2024
Q4 		$12.3K Buy
+2,080
New +$14K ﹤0.01% 2442

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