JMPWA
ACR

JP Morgan Private Wealth Advisors’s ACRES Commercial Realty ACR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ACR Stock Details ACR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$95.8K Sell
11,545
-1,466
-11% -$12.6K ﹤0.01% 1687
2023
Q2 		$115K Sell
13,011
-367
-3% -$3.19K ﹤0.01% 1433
2023
Q1 		$130K Buy
+13,378
New +$126K ﹤0.01% 1882

Other funds holding ACR

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BSP
Benefit Street Partners New York $69.6M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ACR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its ACRES Commercial Realty (ACR) stake by 11% in Q3 2023, selling an estimated $12.6K and leaving 11,545 shares worth $95.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

JP Morgan Private Wealth Advisors first reported a position in ACR in Q1 2023 and has held it in 3 quarters since. The position peaked at $130K in Q1 2023. 30 funds tracked by Wall St. Rank hold ACR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 11,545 shares of ACRES Commercial Realty worth $95.8K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,466 ACRES Commercial Realty shares in Q3 2023, an estimated $12.6K.
  • ACRES Commercial Realty made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1687 holding.
  • JP Morgan Private Wealth Advisors first reported a position in ACRES Commercial Realty in Q1 2023 and has held it in 3 quarters since.
  • JP Morgan Private Wealth Advisors's ACRES Commercial Realty position peaked at $130K in Q1 2023.
  • 30 funds tracked by Wall St. Rank held ACRES Commercial Realty as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.